USWE - US Wireless Data (formerly USWDA) Message Board

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Microcap & Penny Stocks : USWE - US Wireless Data (formerly USWDA)

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To: HVN who wrote (195)	1/6/1998 2:19:00 AM
From: Rob S.	Read Replies (2) of 370

One thing about your figures that is off: - They charge $0.18 + 1.65% per transaction. - A vendor doing as little as $500/day per box will bring USWDA $10/day USWDA gives these vendors the transaction box for free. Assume cost at $300 at the most. The good part is that the amortization on this box can be spread over 2-3 years unlike with cellular phones. USWDA has an agreement with a credit clearing house that they pay for clearing customer's credit transactions. USWDA gets only a small part of the total transaction fee, not the total fee. Most of the fee is payed to the clearing agency. Figure about 0.5% as USWDA share of the action. That makes quantity paramount. If the numbers don't start to multiply quickly, the company with get further burdoned with debt and will lose all exisiting momentum. My bone with USWDA is that they were supposed to have come out with additional major agreements besides the one with GTE over six months ago. Then during last months conference call they said that at least one major telco would be signed by the end of December and that "several others" were sure to happen any day. I think the momentum is just not falling into place and the digital wireless guys look poised to enter the market with a well financed product entry. Digital is inherently more secure and can be additionaly encripted for supperior security. And soon digital networks will be far more pervasive than the analog networks that USWDA uses. In a few years you will be able to use one of the new wireless satelite networks to about anywhere in the world. Nothing like that will ever happen with analog. So digital is bound to win out in the long run. USWDA does have the advantage of being able to put some of the already paid for and underutilized CDPD capacity to good use but that hasn't seemed to have nudged any telco except GTE. Great things always seem to be just around the corner for this company, but as it has been pointed out, in the fast paced wireless market tommorow may be a day late and a (few tens of millions) dollar(s) short.

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