SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hiram Walker who wrote (1254)2/22/1998 12:44:00 PM
From: CAP  Read Replies (1) of 2063
 
Hiram, Great series of posts.. thanks. One of the things that caught my eye was this.....

Moreover, Ernst noted, the real state of affairs won't be clear until about two months after the auctions are completed and the winners begin to form partnerships. Also, he said, it would take a while to determine the true ownership of some participants, which could well turn out to be shell companies with major backing from large telecommunications players.

I agree 100%. The real story is "what happens after," when all the winners look to best leverage their territorial rights. The new network. The old saying, "We can hang together or we will surely hang separately," applies here. If LMDS is to be the accepted standard, (the old Beta/VHS, MAC/IBM arguments) then consumers must get access early so that customer loyalty can be built in depth. The only way to do that is to provide in depth services that build on the strengths of a network... not individual pockets of coverage. Look at what FTEL and other have as potential technologies to bring to this table. The telephone companies are on the run, whether they realize it or not. CAP
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext