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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: Anthony Wong who wrote (2871)	7/14/1998 2:01:00 PM
From: dougjn	Read Replies (1) \| Respond to of 11568

OK, now that this deal is done, what's next? My guess: Wcii. Bought some yesterday. On its own merits. But it's a toothsome acquisition candidate as well. The most attractive Clec left, and the hands down leader in Wireless broadband, aka wireless fiber. It's developed into a proven technology, Wcii has by far the most bandwidth in the most markets. Basically they set up a real small dish on the rooftop and then beam signals in & out. And, its turning out to be easy to get landlords to allow roof rights. Because increasingly, access to high bandwidth telecom services is a major issue for commercial tenant location decisions. Sooo, even in dense and well served urban areas, such as NYC, landlords of older buildings are scrambling to bring Wcii in, gratis. Grubman thinks it may even evolve that landlords start paying Wcii. They are that eager. (My loft building go wired up by Wcii a few months ago.) Jack Grubman, of Wcom fame loves it. Looks for $100 price in 12-18 months!!! Hey, people thought his $60 by end 98, $100 by end of 99 for Wcom was crazy too. Wcii is cheap right now. People over there are moaning. I just read excellent research reports from both Grubman at Salomon and from Nations Bank/Montgomery. And George Gilder loves them. Now THAT should clinch it for you all. <gg> Doug