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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]

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To: gruetz who wrote (1641)2/13/2001 3:29:22 PM
From: Bernard Levy  Read Replies (2) of 1860
 
WCOM and FON have MMDS licenses in the 2-2.6GHz range (the spectrum is actually
formed of several disjoint pieces). The BW is smaller (in the 120-200Mhz range) than
the type of LMDS license owned by XOXO, but the range is much larger (20 to 30
miles cell radius), and strict LOS is not really needed. Also these frequencies are
not affected by rain fade, so that higher-order modulation schemes (higher rates)
are possible.

Downside: antennas need to be larger, and sectorization cannot be as fine as for
LMDS.

MMDS is ideal for services competing against cable or DSL targeted at residences
(say in the 200 to 500Kbpsec), while LMDS is better suited for higher rates
such as T1 (1.54Mbpsec), Ethernet (10Mbpsec), fast Ethernet (100Mbpsec)
aimed at business customers. Infrastructure costs are much higher for LMDS than
for MMDS.

I guess that partnering with a cable company would give Winstar access to residential
customers plus access to a metro fiber network (a rough guess).

Best regards,

Bernard Levy
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