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

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To: FieldEffect who wrote (1372)3/2/1998 9:41:00 AM
From: Hiram Walker  Read Replies (2) of 2063
 
Field, not sure who has the best technology,or whether there is much difference between these companies. LU just took over HP's division,who uses STII's chips. Nortel is the one I am concerned about as a HLIT holder. HLIT uses the same chips from STII that LU will be initially using. NT bought out BNI,and thus is the most formidable competitor to all of those involved.
HLIT has an advantage over LU,regarding fiber optics,and network configurations of optoelectronics.
No one has an advantage over NT,these are my opinions.
Hiram
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