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Technology Stocks : Global Crossing - GX (formerly GBLX)

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To: D. Newberry who wrote (602)4/9/1999 11:21:00 AM
From: Nick Papa  Read Replies (3) of 15615
 
Agreed.

I have some friends who work in the fixed-wireless industry, and the 'technical capabilities' are coming from the marketing department (not the engineering department). The technology doesn't come close (in terms of line-of-site distance between dishes) than is being claimed. Like 3-5 times less than what you're reading in the press. For example, some are claiming 5 miles point-to-point, but it's often limited to about a mile. This leads to more dishes, higher infrastructure costs, and (even more important), a greater number of roof rights need to be acquired (dishes are often set up on the roofs of buildings). This is a REAL problem for fixed-wireless. Getting roof rights to set up these dishes and bounce the signal up the line doesn't really make the headlines.

I would expect someday they will figure out how to improve the technology, but other problems still remain. I like fiber, and GBLX appears to be in the best position to profit from it.

Disclosure: Long and loving it.

Best of luck,

Nick
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