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Pastimes : Triffin's Market Diary

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To: Triffin who wrote ()	3/4/1999 7:45:00 PM
From: Triffin	Read Replies (1) of 867

SECTOR: BROADBAND WIRELESS NXLK @ 50 .. 21/9 shs .... LMDS WCII @ 32 .... 43/35 shs .. 32 GHz ARTT @ 8 ..... 27/17 shs .. 28 GHz TGNT @ 39 .. 53/5 shs .. 18 & 24 GHz CMIC @ 10 .. 15/10 shs ... 0.73 psr DMIC @ 7 ..... 62/51 shs .. 1.28 psr PROX @ 27 .. 10/6 shs ..... 6.62 psr GEMS @ 4 .... 62/50 shs ... 0.55 psr TWRS @ 18 .. 83/14 shs ..... 5.94 psr AMT @ 26 .. 142/114 shs .. 20.50 psr BIGT @ 14 ... 30/20 shs ...... 5.52 psr Last mile broadband high speed data access.. service providers..equipment manufacturers.. and communication tower/roof top facilities owners < the monopoly in this equation > This is a burgeoning new market with several well financed competing service providers..there are 982 LMDS license holders for example.. look for NXLK to dominate this space and CMIC to sell them the equipment.. The tower owners are going to get their pound of flesh no matter what and future sites are going to be harder to obtain..sounds like pricing power to me !!

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