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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: Dennis R. Duke who wrote (608)	2/2/1998 2:48:00 PM
From: Tom Day	Read Replies (3) \| Respond to of 3376

Don Wood has resigned. See metricom.com What's ahead for MCOM? REALLY hard to say. This is a gambler's stock. No P/E. Nbr of Ricochet subscribers today almost irrelevant to corporate value 2 yrs from now. Still no head-on competition, but every week seems to have news of new communication schemes. What's ahead for Metricom? Selling Ricochet into vertical markets. All those gas pumps that now need a phone line for credit card verification are a natural target. The SoHo and Road Warrior markets look good. Concerns? Getting political permission to put pole-tops out is a persistant problem. Capital to do major build-outs is another worry. Engineering remains excellent. Ricochet's topology is the "right" way to do wireless data, and the "Autobahn" (128K) improvments should make for even happier customers. So who's going to replace Don Wood?