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Technology Stocks : BroadBand Technology(BBTK) -- Ignore unavailable to you. Want to Upgrade?

To: Tim Sohacki who wrote (1640)	5/22/1998 12:14:00 PM
From: Bashby	Read Replies (3) \| Respond to of 1797

BBTK has been in a box. Federal regulations have discouraged BBTK customers from making the capital investments which would transform BBTK into a profitable business. Looking at the situation optimistically, the Feds must eventually come to understand that LU and BBTK offer products which can bring enormous positive change to communications and to our economy, here and to all societies throughout the world. How will Washington come to understand that it is against our national interest, in a major way, to hold hostage the the communicating power which LU and BBTK stand ready to provide? LU alone could facilitate this change, were it to open a major PR effort to explain directly to the public what the LU/BBTK product line can do for our country...an ensuing public outcry might well force Washington to open the gates. It is inconceivable to me that this will not happen. The question is whether or not LU is interested enough, or dares, to take the initiative to make this happen. Meanwhile, BBTK losses should recede during '98 and '99, thanks to the revision of its relationship with LU and its deal with Bosch. On the flip side of the coin, we might view BBTK as being paid by others to develop its own technology, and also gain access to the EU. That is not all bad. Agency interpretations of the Communications Act may have deprived BBTK of orders, but the company has used the interval to develop its technology and work on new products. The mystery product has been described as being scheduled for introduction at the end of next year. I assume that it will incorporate technology not now available, and that it is aimed at the fastest growing part of the communications business (not necessarily the RBOC's). Taking into consideration the financial benefits devolving from LU and Bosch, and the prospects of the mystery product, I don't see why BBTK will not be in a postiion to show a profit in the first year of the new millenium. And, the upside mega potential we all envision for BBTK may well be realized before then...if the Feds can be persuaded to modify their rules so investment in the products made by BBTK can be ordered and installed. In the meantime, don't pin your hopes on a raging upside for BBTK shares any time soon. You may have a year or more to wait