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Technology Stocks : CAWS - Wireless Cable (New and Improved)
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To: .com who wrote (157)11/10/1996 10:59:00 AM
From: Larry Williams   of 5812
 
Explain the CAWS soap opera to me...

"This company lost .57 last quarter. They will continue to lose quarterly at this level until a substantial revenue stream is established; ie, the deployment of their MMDS systems with BANX and the selling of services."

I'm still trying to understand more about the "story" behind this stock. I know that I will reveal my ignorance, but this is what I understand along with (too many) questions...

1. The technology is wireless transmission of digital information. The long term operating cost of such a system should be less than fiber optics or satellite delivery to homes.

2. BANX has invested a lot of money into the CAWS - maybe for future network development, maybe to keep others from competing with their own wire networks, maybe both. Meanwhile, everyone waits for BANX to reveal their intentions.

3. Bell South just paid a relatively small amount for licenses in the Atlanta area, but serious enough money to give legitimacy to the concept.

4. CAWS market penetration is weak at the moment. (What market penetration have the other wireless companies achieved?) Evidently, cable currently offers more channels than wireless in some of CAWS markets. Consequently, there probably is not much chance for improved revenues until the cost/benefit to the consumer is comparable to cable.

So what has to happen in a perfect world for CAWS? What would make this stock attractive again? What are the probabilities of events that need to happen, happening?

If the events that need to happen don't, does this company go bankrupt? How long can it hold out?
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