SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Winstar Comm. (WCII)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bernard Levy who wrote (8196)9/9/1998 12:32:00 PM
From: SteveG  Read Replies (2) of 12468
 
Hi Bernard-

Thanks for your comments. I was just tuned into ArrayCom.

What kind of increased antenna/equipment costs do you think we are talking about for this kind of significant increase in BW? Though most would not need anywhere near this kind of BW for a LONG while, surely there is an advantage in having the CAPABILITY for those who might need it and are willing to pay for it. I expect it is cheaper than fiber at $150K/mile plus O-E, which seems to seriously open up the large enterprise to BBFW.

That this came from Bell perhaps means that LU will be an early implementer?

In any case, from the bench to the shelf is likely several to many years off. I agree we are safe with current P-MP - I suspect at LEAST through to WCII earnings positive. Still, as you say, nice to know there are very smart folks focused here, and that there exists an established path to significant fixed BB wireless efficiency increases.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext