Robert,from an investment standpoint,I tend to lean toward companies with very sound fundamentals,high revenues,solid gross margins and profits. I am investing in companies bringing new efficient technologies to the market at a rapid pace. My focus right now on CVUS,is due to who is providing them with NIC's and headends,New Media communications from Israel. Well one of my holdings bought New Media,Harmonic Lightwaves,which is a highly profitable,rapidly expanding company,with a quite impressive management team.
CVUS is currently using omnidirectional base stations,with telco return path,and I believe they are using FM signaling.
My thoughts lean towards digital transmission and 2-way LMDS. They difinitely are leaning towards more base stations and more coverage,but thes small stations are cheap,and not the cellular variety. The goal is to have microcell transmitters everywhere,ubiquitously and cheaply,sending out omnidirectional signals. I think large base stations are on their way to becoming dinosaurs,and that we may have many microcells lying around our houses,allowing us to transmit and receive many digital signals from many locations cheaply.
Hiram |
