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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: SteveG who wrote (125)	5/3/1999 10:34:00 PM
From: SteveG	Respond to of 1860

ALTS annual conference today through Wednesday. (trans, ww, others - any attend and have some firsthand reports?) I know Bill Rouhana spoke on the panel today (Kennard was said to be vocally appreciative at having BR and WCII there). This was a major industry affair with most major players attending (and a subset on panels). Bear Stearn's Jim Henry was on a panel just a little while ago and purportedly highlighted the value of BBFW as a fundamental broadband access technology. I'll post the ALTS schedule when I get it. The website doesn't have a good agenda link ( alts.org ) Tomorrow has Rouhana at a morning panel at a hard to get into (recently, over 600 had applied for ~300 seats) Governali/CSFB's Broadband conference. --------------------------------------- CS First Boston 1999 Broadband Conference 8:30-10:00AM CLEC Panel "Exploiting the Emerging Opportunity - DSL, Wireless, Fiber" -Can the CLECs ride the data wave by aggressive network deployment and efficient implementation of operating systems? -New DSL opportunities for data and conventional CLECs -Finding the right mix of fiber, wireless, DSL, and unbundled loop in addressing local broadband demand. Covad Communications Group NEXTLINK Communications (CANCELLED due to today's secondary filing) Northpoint Communications WinStar Communications 10:15-11:45AM ILEC Panel "Broadband in the Local Loop" -ADSL in the Local Loop: how long will it take? How much will it cost? How will it perform? -What are the broadband demand expectations on the local level? -How do various technologies stack up? -How will the pricing paradigm shift as ADSL and broadband supply is deployed in the Local Loop? -What role will the CLECs play? -What are the internet JV opportunities? -How will supply-demand dynamics differ in the local and long distance markets? Bell Atlantic Greg Evans Executive Director Network Planning BellSouth Bill Smith Vice President - Network Strategic Planning SBC Communications Mike Turner Executive Vice President, Corporate Planning & Capital Management Noon-1:30PM Lunch Presentation The Internet "What will we do with all this bandwidth anyway?" 1:45PM-3:15PM Cable Panel "The value of broadband plant...from the top" -Review of existing and future revenue sources for broadband plant delivery -What are the profit drivers of high speed delivery to the home? -What is gate-keeper status worth? -How high will private market valuations go? -How will cable companies be free-cash-flow generators? -Competitive industry structure: How important is the first mover advantage? Will multiple competitors exist or is this a winner-take-all game? -What are the areas of execution risk? technology, marketing, access to capital, etc. Adelphia Communications Timothy Rigas Executive Vice President, Chief Financial Officer & Treasurer AT&T Corp Leo Hindry Chief Executive Officer, AT&T Cable Operations Comcast Julian Brodsky Vice Chairman Cox Communications James Robbins President & Chief Executive Officer 3:30-5:00PM Long Distance Panel "Implications of Local Broadband Explosion on Long Haul Carriers" -The Network Buildout - native IP versus IP over ATM: how long will it take? how much will it cost? how will it perform? -What are the cost and service differentials of IP and ATM technologies versus circuit switched? -How will long haul demand be impacted by local broadband development? -Do long haul carriers need to own local networks? -What are the drivers of wholesale versus retail strategies? -What are expectations for the shift in the voice versus data pricing paradigm? -How will carriers achieve investment returns given near-term high capital expenditure requirements and declining prices? -Is there a threat of too much broadband capacity? Global Crossing Speaker to be advised Level 3 Communications Ron J. Vidal Senior Vice President, New Ventures Qwest Communications Lewis Wilks Division President Business Markets Teleglobe Inc Speaker to be advised ------------------------------------ IMO, we (WCII stock price watchers) will get a boost out of tomorrow's CSFB conference (as well as fro today's ALTS), as well as some PR going into earnings. (What if WinStar's Office.com gets a valuation like VERT? Office.com currently has significantly greater revenues than VERT) And anyone want to pitch in and get a copy of Strategis' report? At ~$4,800 for pdf, 8 people pitching in would be ~$600/person (don't expect to find details of this report here) "Conference Call to Discuss Prospects for World Wireless Broadband: Latest Results from The Strategis Group" biz.yahoo.com also enjoy/bookmark the telecom links available at New Paradigm's alts.com site: alts.com And good price for NXLK to sell some shares (and why they weren't at ALTS and won't be at CSFB tomorrow): biz.yahoo.com lastly, for a good time, click on (and bookmark): clec.com