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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: HeyRainier who wrote (3544)	7/8/1999 10:20:00 AM
From: John Stichnoth	Read Replies (1) of 54805

The Last Mile thread has discussed wireless alternatives a couple of times at least, but the discussion there has been on technical merits, not from the G&K perspective. There are a number of potential winners in the area. The wideband wireless companies clearly have cost advantages over (or under?) the ILEC's/RBOC's. Thus, they qualify as potential paradigm shifters. I'd like to see further discussion of broadband/wideband wireless. One company that had a recent success is Winstar (WCII), which signed up Colgate-Palmolive, and today announced access to Boston Properties' buildings. WCII's model is to go after large corporates in major metropolitan areas, put an antenna on top of the building to a cental receiver/transmitter which is connected to a tier 1 backbone. Still a development company. The question is whether they can fill their fiber sufficiently to start covering some huge upfront costs.

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