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Technology Stocks : CAWS - Wireless Cable (New and Improved)

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To: Russell Petruzzelli who wrote (179)11/10/1996 5:23:00 PM
From: Larry Williams   of 5812
 
Sounds like good information...

I continue to wonder if the telecommunications industry long term will simply be analogous to the transportation industry with different forms of transmission serving various transportation needs. You say cable is dead. Although co-axial cable is a one way street, couldn't it still continue to serve some useful purpose? That would support the point that you are making with cable as a sub-contractor to wireless.

I am starting to think that with a virtually unlimited amount of data to transfer, that many viable methods of transmission will remain useful in some economic sense - whether it's copper, fiber, wireless, or satellite.
I suppose it becomes a matter of supply and demand, and inter-connectivity.

What is not clear to me still is CAWS ability to fund itself through the development of market demand. I guess that is where the BANX connection becomes so important to the value of CAWS stock.

I'll stay long on CAWS as a net buyer.
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