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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (7655)8/10/1998 1:28:00 PM
From: SteveG   of 12468
 
Thanks for the explanation (and missive).

First, a correction to a previous post of mine here and on Yahoo: I MEANT to say "This explains Bill R's 200Mbps comment" (not "MHz") as with this Hughes setup, they seem to be getting a 2:1 (bpHz) efficiency out of their channel. Same modulation scheme, as far as you know Bernard?

Second, a response to G-B's post to me on Yahoo:

Govt affiliations notwithstanding, I've seen at least one other report
(I think Dataquest) that puts HBW access in these ranges (in any case, significantly higher than the $60-$80/line currently being used). With a single T1 going for $1500, makes sense that 4 DS3s (120 T1s) would go for more. Certainly any QoS capabilities will be priced correspondingly, but an average of $800/month for business HBW access seems a reasonable starting point.

BTW, I disagree with having DCF analysis wait until customers are onnet with P-MP before considering HBW access revenues. The current assumptions are errantly conservative, and if P-MP DIDN'T work, we'd have a LOT more problems than an overestimation of HBW access revenues.

Also, If you email me (or sign up temporarily for free on SI and private message me) I have something I want to email you.

Steve

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