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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: George Gilder who wrote (964)	3/14/1999 2:46:00 AM
From: MangoBoy	Respond to of 5853

<< I know about ART, but so far they have been very slow actually deploying anything--a few hundred buildings as I understand it all served by point to point technology--while bumping and grinding on Wall Street in the hopes of getting bought. Am I wrong? >> Not materially. ARTT need money for sure; the ousted-last-year founder didn't have a good grasp on what his spectrum was good for and how the Telecom Reform Act would change the playing field. Now under new management, they're pushing a FBBW ISP model but they need cash to roll out in a big way. I expect they'll be successful in that, either via the debt market or by cash infusion from a strategic partner like Qwest. Lucent has already extended ARTT a line of credit and is supposedly ready to provide up to $1 billion in capex financing if ARTT can score the operating capital. ARTT's 1999 business plan, of course contingent on scoring cash, is to build out ten more Western cities and one European city TBD w/ P-MP in 2H99. Re: ARTT doing P-P... what I hear -- and I may have misunderstood -- is that P-MP hardware support for 38GHz is lagging support for 24GHz by some number of months due to delays in getting fab yields for 38GHz amps and receivers up, whereas European 26GHz components were more readily adapted to 24GHz. TGNT is all 24GHz and WCII's main spectrum in NYC, SF, and Washington D.C. is I believe 24GHz also. ARTT also had a pile of P-P hardware in the garage and is recycling it to save capex $$$ until major financing is nailed down.