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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable.

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To: James Fink who wrote (815)1/5/1998 7:55:00 PM
From: Bernard Levy  Read Replies (1) of 2063
 
I agree that Hovnanian will probably want to sell out
CVUS to a bigger player. I just do not see him
trying to build a nationwide LMDS franchise. This
would require a broad based management team
including persons with telco and possibly even
cable experience. Also, CVUS's capitalization is too
small for building a truly dominant LMDS player.
Current stockholders will probably make money,
but with a truly ambitious game plan, a dominant
LMDS franchise would have the potential to reach
the scope and size of a TCI, or MCI, or Sprint..
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