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

To: transmission who wrote (251)	5/26/1999 8:31:00 PM
From: SteveG	Read Replies (2) \| Respond to of 1860

<..Rouhana was a no show at NBMO nka BOA Securities..> This change was made last week part scheduling conflict / part politics (Renegar needs time to get up to speed on WCII's value proposition as Governali and Grubman are continuing to do). Anyway, Bill's here at Metcalfe-fest, and speaks tomorrow (this is Al Gore territory <g>, never been in the same place with so MANY fathers of various components of the internet - think the cast of Nerds 2.0 then deepen by 10x) <..but Sidgmore stole the show when it came to FWR (fixed wireless radio). Sees FWR playing large and large role, that's why they bought significant part of MMDS...> Always a showman and great presenter, John talks his book better than almost any other presenter I've seen. A year ago fixed wireless was not even a blip on their radar (right). <..Still considers fiber choice platform for business but WCOM and others must deploy multiple platforms. Sees High frequencies as 2 years out from playing important role...> Pure conference politicking, but even THIS 2 year public recognition is a big step up. Think he'd say "we think 28-38GHz companies are going to kick some serious butt the next 6-12 months and we are looking at them hard right now"? <..Sees MMDS at greenfield technology stage now. Wll be amazed if WCOM doesn't have significantly more FWR going forward. Thinks WCII & TGNT are deploying technology today that will need to be replaced two years out and that MMDS LOS is better and can go beyond line of site..> Yah yah. And they won't do a deal that is dilutive. (Right). Ok, it can be dilutive, just not past single digits. OK, past single digits, just not with too much debt to lower our credit rating / buying power. And yah, that guy in IT today decided on his OWN to registered www.skytelworldcom.com. He shouldn't have, but we know he meant well, so we'll let him slide. Right. <..Estimated they paid $24 per LOS HH but soon they will release better numbers but in any event they paid less than FON and got better business markets. Concerning footprint accepted that BLS has SE major cities and that higher FWR options exist including not buying all of a company now. Indicated we haven't seen the end of FWR purchasing and partnering yet by any means...> I have no doubt. Back to this GREAT schmoozefest.