To David Horne and the thread:
The best site for information on LMDS is
ajs2.com
From the links posted there, it is also easy to
access the FCC site where the auction information is
posted. On the CVUS's Yahoo thread, there was a post
indicating that the hearing for the RBOC appeal of
the FCC auction rules took place last Friday. No
ruling has been issued yet, but the questions
from one of the judges seemed to indicate some support
for the government's position. It looks like the
chances are good that the auction will proceed as
scheduled.
Except for CVUS, which is a LMDS operator, and which
may be a risky investment (the company is still
losing money as it builds its infrastructure and signs up
customers), one of the best LMDS plays may be Stanford
Telecom (STII), which is small enough to be affected
by LMDS revenue. HLIT is another play (its Israeli
subsidiary makes LMDS modems), but I expect that the
top LMDS equipment vendors in the US will be HP/Stanford Telecom
and Bosch Telecom. Outside the US, I believe Phillips,
Siemens and NEC make LMDS equipment, but as you point
out, they are all much too big to be impacted positively
by any LMDS revenue.
As you indicate, LMDS may have a big impact abroad
(some experimental systems have been deployed in Europe,
and LMCS service is being rolled out in Canada). In
particular, it represents a cheap and inexpensive way
to deploy telephone/Intenet/video services in countries
which do not have yet an extensive phone and cable
infrastructure.
Best regards,
Bernard Levy |
