Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] Message Board

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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]

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To: Bernard Levy who wrote (132)	5/4/1999 7:28:00 AM
From: transmission	Read Replies (1) of 1860

NXLK reach in LMDS is not 95% of US as CSFB stated. NXLK uses some figure like 95% potential reach within the markets it won and bought. In terms of MMDS suppliers CAMP is no. 2 downcoverter manufactur after an older private Burlington IA concern named Conifer. Third guy Pacific Monolithics went belly up few months ago when deal with Hybrid Networks of Cupertino who makes the 1 way and 2 way modems most MMDS HSA operators use to date. Hybrid has had its own post IPO problems as it bet ranch in 1996-7 well before the IXC horses raised the stakes. Com21 talks about coming into modem market, Motorola has made some stuff for WIRL who has tested/used WCS for return path. In terms of transmitting, government gives licenses a 35 mile radius PSA but one way reach can go to 50 miles and allowed if you have BTA rights and don't increase interference with adjacent licensee. Return cells have yet to really be built much but transceiver receiving hubs may be required every 8-10 miles or so though 10-15 would be preferred and in end will be function of customer density and shared bandwidth. The Poconos are home to transmit manufacturers Commwave nka Thomcast and Emcee Broadcast Products and Pittsburgh to ITS nka ADC Telecom. Later at NAB had a prototype transceiver and private label upcoverter but I don't think has marketed yet. What exactly ADAP plans in MMDS is new news but one concern that has been on bleeding edge of sectorization is Spike Technologies of Nashua NH which at different times has used Lan City and Integrity for modems among possibly otheres. Spike early on wanted a revenue share versus pure supply relationship and in US did not get many orders but it and lleade antenna maker Andrew know more about this sectorable part than anyone. Net net is blue sky with no sustainable rain making in 90's has made suppliers weak and promise of things like OFDM from Clarity now Cisco need to be proven by orders from FON & WCOM (if it does not shift to cable or other wireless first).

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