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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]
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To: gruetz who wrote (1394)9/26/2000 9:06:24 PM
From: transmission  Read Replies (1) of 1860
 
AWE already includes a nationwide 100 MHz holding in 39 GHz
plus the WLL project angel now in severl market rollout. TGNT only has 24 GHz spectrum in 73-4 markets and in over half of these it has only 80 Mhz of 400 alloted. TGNT covers
about 150 mil US pops in toto but for those who believe large markets need more than one channel AWE is limited but
using its 38/9 GHz on limited basis. ARTT and WCII are the
only BBFW holders with scaled national footprints to size of
markets. ARTT with 100-500 MHz per market and WCII with 200-
2000 MHz including LMDS in some metros. XOXO even in its ads
acknowledges only has BBFW in 95% of top 30 markets. Market
and/or strategic will eventually recognize again who has what and can build out on success based capital spending and
perhaps already has some as ARTT holding up comparitively well as near raw spectrum book value and others close too.
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