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

To: TheSlowLane who wrote (187)	5/13/1999 10:08:00 PM
From: transmission	Respond to of 1860

WCOM buy of Tele TV likely gives them BTA rights in San Francisco and Seattle in addition to BTA and operating analog and digital video systems in Riverside and Los Angeles/Orange County respectively. Also BTA rights. Also BTA rights and some channels in San Diego and 1-2 Eastern markets. Mexican standoff or sharing bandwidth with Sprint becomes logical at some point as PacBell nka Prime One Tele TV bought the BTA's pre SBC before PacBell cancelled its deal for Videotron/Transworld which four years ago was about same price that Sprint got these diamonds in the rough more recently. Still think IXCs could take care of their business customers faster and better by buying more ubiquitious national millimeter footprints.

To: TheSlowLane who wrote (187)	5/19/1999 12:28:00 AM
From: SteveG	Read Replies (1) \| Respond to of 1860

<..Whether we get another big announcement in the next few weeks or not (don't get me wrong, I'll take it if it comes)..> While there is always the possibility of announcements (GSA could be any day, and we may or may not be part of the round of contracts, and at some point a relationship with an undersea and a shorthaul and local backhaul fiberco will likely be announced), the CC aroused a lot of interest by some substantial fund managers who will be taking some serious looks at WCII. Even some of the high yield guys who hated WCII (and CLECs not too long ago) are coming back onboard strongly. And trust that if RBOC-copper-reselling data-CLECs get target prices in the $6+B range, WCII should be appreciated as a multiple of that. And that's just for local access. Office.com is not even factored into WCII yet, even though VERT has an annual revenue rate of $7.6M and a fairly recent market cap of ~$1.8B, while the internet component of WCII's New Media has an annual run rate of $12M, and this is PRE-Office.com. <..- my feeling is that the next few years will be a very good time to be in WCII!..> I doubt WCII will be freestanding in a few years. (I had previously put up a more detailed response to this last week, but a MSFT memory leak caused a system crash and I haven't had the time until now. I'll post as many of the post-CC reports as I can tonight. Several of them I have only as hard copies which need to be OCR'd, so fwiw, those will be later.