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

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To: p friend who wrote (1710)3/26/1998 2:26:00 PM
From: Bernard Levy   of 2063
 
Dear p.friend:

LMDS systems offered by LU (HP designed), Nortel
(Broadband Networks designed), and Bosch Telecom
(formerly TI) are ready for prime time! They have been
tested extensively (HP's in the San Jose area,
Bosch Telecom in Brazil). Teligent started deploying
the Nortel equipment, and ARTT signed a $200M
contract with LU for LMDS equipment.

The problem that US West is facing is that its B-licenses
have only 150MHz, which allows voice plus a little bit of
data, in other words a poor man's version of LMDS. They
need to see how much mileage they can squeeze out of their
limited bandwidth. To place numbers in perspective,
150MHz at 2bits/Hz/sec (which is slightly optimistic)
allows 300 Mb/sec. Assuming users will need at least
2 Mb/sec (what ADSL offers), you can serve 150 users per
cell, and you have no bandwidth left for video.

So US West has a problem, but all A license holders
are ready to march on.

Best regards,

Bernard Levy
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