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

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To: CAP who wrote (1402)3/4/1998 10:46:00 PM
From: Night Writer  Read Replies (3) of 2063
 
CAP,
I'm long and strong with the vision. At the same time, a little short greedy thinking creeps in when I think of possibilities. CVUS is right in the middle of the capital venture play ground of America. Capital venturers are buying a great number of licenses. So short term thought is: (Capital Venturer + LMDS License + funds - operating knowledge) / (CVUS + operating knowledge + LMDS License - funds) = opportunity for both parties. Please note the solution is not structured. It can take many forms.

What I would like to see is a contract to build out a system on a cost plus basis. Gives us cash flow for NY build out. Ability to leverage vender prices to everyone's advantage. Ability to build a skilled work force to everyone's advantage. Long term advantages for all parties may be better then Capital Venture people contracting with equipment makers for equipment and management. Too close a marriage. Ties one into a specific equipment maker. You lose flexibility to change to better technology as it comes out. Better to keep the two separate. I think CVUS should sell this idea, but I may be on the wrong page. I can only supposition without the facts in front of me.

Only time will tell.

What is word on auction today? I looked at the composite page with the map, but would like some details. Are the bidders sitting tight?

Techs are on a roller coaster ride right now with INTC warning today. Watch out tomorrow!!! I'm digging a foxhole to make adjustments on some LEAPS and options.
NW
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