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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: jfhh who wrote (4881)	4/1/1999 2:56:00 PM
From: Rande Is	Respond to of 57584

Hi, Jfhh long time lurker. . . ARTT is one of the few broadband wireless technology pure plays. And it is perhaps the ONLY company in broadband wireless that has a running service in Seattle, Portland and Phoenix. They have over 200 contracts with cities across America. Lucent Technologies has been financing them. The launch was successful. They set up digital satellite systems in dense office parks. . .then with no wires, connect business to the internet at ridiculously high rates of speed. ATHM is on the S and P. . .and still does not show a profit. . .and has yet to get their 1 millionth customer. They use cable modems [king of residential] . . ARTT uses digital satellite links and sell ONLY to businesses. Neither will be making money for a while. I began screaming at relatives to buy ATHM at 16 dollars in the summer of 1997. . . they had NO subscribers then. Now they sell for 10 times that amount. I began 'pounding the keyboard' on ARTT when it was under 5 and had just launched their first service in Seattle. . . it passed 13 this week. I expect a major equity investment into ARTT, in order for them to launch nationwide. . .and because Lucent has already invested heavily in them. . .I think it will come from them. . . Just like ATHM and YAHOO. . . the FIRST one there gets the most market share. Rande Is