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Technology Stocks : okane (okni) new broadband to the end user -- Ignore unavailable to you. Want to Upgrade?

To: Paul Body who wrote (118)	4/5/1999 7:54:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 138

If the market is looking for the technology to be proven, then I think they will look toward two things prior to the NYC deployment. The first would be annoucements regarding the commercialization of Entrata's DSL product. The second would be who the players are that back the company in their private placement. As an example, Paul Allen has backed a competing cable based service that will be coming public in the next few weeks called High Speed Access. I can tell you the the Superwire model is highly destructive to some of the other business models and technology deployments in action today. The real question is how far these guys get before someone has to take them out, although the bulk of the stock is owned by insiders and I don't think they would sell out at this stage. This company is dealing with patented technolgy and the Entrata product is at least a year ahead of what any other companies have come up with in the DSL space. These two things alone justify the current market cap. Okane is now trading at a mere 2 to 5 percent of it's competitors market caps, both of whom are locked into a high cost, not yet profitable business model. I suspect that Okane is taking the gloves off in terms of marketing their service, promoting their technology and announcing the individiual partnerships, alliances and deals that make up the entire Superwire.com service. They will need the exposure to gain momentum for a private placement. We will see more in the coming weeks.

To: Paul Body who wrote (118)	4/5/1999 8:10:00 PM
From: FrozenZ	Respond to of 138

I just read the press release. It says MRC Realty expects to make $12 million annually through offering OKNI's solution. I just wish they would not have left out the (to my mind) crucial information: 1) How much does this cost each subscriber. That way I, along with every potential user of this service can make a comparison. 2) Where will the profits to okni come from? MRC? The fee paid by the subscriber? Advertisements? 3) What is the solution being provided? We know okni is capable of delivering dsl and cable. Well it sounds like, but doesn't say this is a dsl thing. If so, who is going to pick up the $300 tab for the dsl modem? Not to mention the customer assistance and other support required to configure all these modems and computers. Jeez, maybe it will be a set top box. Actually who knows what they are providing.