Hi Lou, good to hear from you. The investment firms have not been made public yet.
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Patrick, Dr. Singh has since revised that paper and changed his stand on the subject. He was not aware of the full capability of 38 Ghz at the time he made the statement. Rain fade is actually the highest and peaks at 18-20 Ghz. Above and below it falls off. Rain fade is not a problem if the system is engineered properly relative to distance. It occurs mainly if you try to push the limits that the frequency is designed for. The rain fade theory is old news and has been put to rest by many of the 38 Ghz users. Pac bell, Ameritech, Nynex, Geotech and others would not be using this technology as well as the european Community which has heavy fog problems if they had not tested the technology thoroughly as their business depends on it.
Re the capacity statement by Dr. Singh again he has changed his tune since doing further research on 38 Ghz you have not heard any statements since except from brokers and noninformed journalists. 18 Ghz does not have the capacity of 38 Ghz and I don't think Dr. Singh would argue with that statement today. I'm not here to bash 18 Ghz as it has it's applications just like 38, 1.9 .9 etc have theirs. But let's compare 18 to 38 Ghz.
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18 Ghz has lower capacity, 100 Mhz only per market vs. 500-600 Mhz for WCII, 18 has longer range 8- 10 mi vs 4-5 for 38, lower # of links must be used on 18 vs 38, much greater dispersion on 18 which means it has limited reuse capability and transmitters cannot be placed next to each other vs 1.5 degrees deviation over 5 mile for 38 so transmitters can be placed within 3 ft of each other, due to limited reuse and dispersion 18 ghz will require FCC approval of many locations vs no limitations or unlimited reuse for 38 ghz applications, 18 Ghz is like an AM radio signal vs 38 Ghz is like a laser signal. Testing on 18 ghz is minimal if any, 38 Ghz has been tested by major Telecomm CO's and been put in use. What does this all mean? It means that 18 ghz will be used where it is best suited, in more remote ares where a lower # of links is required to travel longer distances and 38 hz will be used in more inner city applications where shorter distances and lots of reuse is important (i.e placing many transmitters on bldgs in the city to bypass the local bell systems and not worry about interference from other transmitters or utilized in remote areas where large amounts of information are required to be transmitted in lieu of using Baby Bell ( i.e. Cell site connection or node to node connection).
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Teegir, All the technologies you have discribed like ADSL, ISDN etc will be used in the deployment of systems to allow copper wire to be used for higher capacity transmission. These technologies however have a limited range anywhere from 2500 ft to 2-3 miles depending on whoj you talk to and cannot go through a broken copper wire of which there are many. It's use will be limited to being deployed to Bldgs that can generate a return based on the cost of deployment. Because it is limited on range and it must break into a fiber, cable or wireless fiber circuit to be used. In essance , the fiber or wireless fiber technology will definitely have a use in the new future technology of the 21st century. As far as the # of T-1's deployed, look at the report I last posted and divide the $'s for wireless by $250-400 and you will have the approx # of t-1's in use. I realize this is crude but other than the 90,000 curcuits the Co had in place in dec 96 that's all we have.
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Recap; All the above technologies will be used to serve a purpose that all the co's involved have invisioned. Beat the RBOC's at their own game. Who cares if AGRPA or Teleport, or WCII or any of the other CO's get 1-2% each of the local market. The big money is in all joining together to fight the RBOC's who hold a nice 90 Bil dollar market.
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WCII's competition is not the 18 ghz co's, or the 1.9 ghz co's or the ASDL or ISDN co's, it is the RCOC's and mainly them as you can see where their $'s will come from based on future projections as put forth by the many analysts reports.
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See Ya!
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Ric D.
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