CellularVision (CVUS): 2-way LMDS wireless cable. Message Board

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

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To: Night Writer who wrote (834)	1/8/1998 9:19:00 PM
From: Bernard Levy	Read Replies (2) of 2063

Actually, I do not believe the Asian situation has much impact, if any on CVUS, or LMDS equipment manufacturers. Outside the USA, Canada and Europe are the two areas where substantial LMDS activity is taking place. The European economies are expected to grow significantly during the next 2 years (a fact which is conveniently ignored by analysts who are constantly beating the drumbeat of the Asian meltdown). The LMDS auction is the primary variable affecting CVUS's stockprice. An extended delay would have negative consequences, since: a) CVUS has a significant cash burn as it builds up its system and recruits customers, and b) cable companies will be moving ahead with two-way HFC cable upgrades and cable modem services. If LMDS service does not get rolled out soon, it will have an awfully hard time to catch up. There is also a matter of fairness: LMDS operators have been waiting for this auction for years. In the meantime, TGNT got a large slice of spectrum for free! It does not take a suspicious mind to realize that something not quite right is going on.

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