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Technology Stocks : NEXTLINK Communications, Inc.

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To: Rick who wrote (118)3/2/1999 8:50:00 AM
From: transmission   of 265
 
Don't confuse big with deep. LMDS A grants offer beaucoup capacity
in a market but not all believe 1.15 GHz will be used so quickly as FCC
in its own infinite wisdom at time assumed auction winner would go after residential video market to compete with cable in addition to HSA
and CLEC markets. AT&T has biggest and thinest footprint in US yet
it is reportedly working on beefing up what 100 MHz per market can
deliver via recycling its Project Angel PCS technology. Likely that
business data and voice market requires something between extremes
of AT&T and Nextlink and that is what other companies Mark mentioned have and are as or more focused.
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