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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable.
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To: Night Writer who wrote (1730)3/28/1998 2:26:00 AM
From: Ken98   of 2063
 
NW, I agree 100% with your points. Residential usage (video, internet, security, etc.) is what will drive bandwidth demand out into orbit. But your point about initial business usage is well taken. LMDS will first go for those T-1 lines that are priced at $2-3,000/month - this cash will allow network development and construction for the next phase of residential. Remember the days of $600 cell phones and $1 minute air time that eventually gave way to free phones and .10/min.? The same thing will happen with LMDS eventually.

One of the real challenges for the LMDS license holders will be to create some sort of brand identity and credibility. If you have a business that relies on the internet to any degree are you really going to drop your Sprint T-1 to go with Billy-Bob's LMDS service? What IS head is going to risk their paycheck on that? My firm would not make that switch for any amount of cost savings.

The early cellular providers created brand loyalty with the Cellular One brand which was nothing more than a naked brand held by hundreds of various cellular license holders with roaming agreements in place.

Have you looked at the footprints of the various auction winners? There are some good ones.

Have a good weekend, Ken.
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