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Technology Stocks : Rhythms NetConnections Inc. (RTHM) -- Ignore unavailable to you. Want to Upgrade?

To: Don Edgerton who wrote (50)	4/9/1999 4:37:00 AM
From: SteveG	Read Replies (1) \| Respond to of 378

"..haven't figured how ML and SSB bypassed the quiet period to issue a rating so soon..." POST offering 25 day quiet period only applies to companies that have never had any public instruments offered. RTHM (like COVD) had previous public debt offerings. Fwiw, I'll post the Grubman (SSB) 13 page report as soon as I find the time to OCR it. Question: if RTHM is worth $6.4B (ebitda breakeven near 2004 - IF early aggressive GRs are sustained - and they won't be), how much do you think broadband fixed wireless companies (WCII, NXLK and TGNT) should be worth? Answer: much higher - look for some analyst opinions on this very topic soon.