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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]
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To: SteveG who wrote (67)4/21/1999 12:53:00 AM
From: Peter Ecclesine  Read Replies (1) of 1860
 
Hi,

Transmission knows a lot more about MMDS than I do.

I know of one company that was trying to put together an
NFL cities market plan of 'available' MMDS/ITFS frequencies,
but don't know how the master plan turned out(who paid).

I have been following CAI and WCII for two years here on
SI, and owned WCII until this April, but don't think a
'Millenium' strategy will get broadband results.

ISP prices for Internet termination have to drop in
proportion to their Internet connectivity changes for broadband
to be compelling.(i.e. $1,000 a month for T-1 termination
should be scaling by two or three annually if Internet connectivity
costs follow fiber trends).

This thread need to examine ISP price factors and trends, not
just access price factors and trends - the media is not the message.

petere
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