SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : California Amplifier - 2
CAMP 4.120-3.5%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hiram Walker who wrote (1629)5/16/1999 4:11:00 PM
From: Bernard Levy  Read Replies (2) of 2267
 
Hello Hiram:

I never got back to you on your questions regarding
CAMP's 2-way MMDS system. I noticed you are very enthusiastic
abpout CAMP's turn-around prospects. Are you aware of a
competing 2-way MMDS system developed by Spike Technologies?
You can visit them at:

spke.com

Credit for reminding me of this company actually belongs
to transmission on the BBFW thread, undoubtedly the best informed
MMDS poster on SI.

Also, in case you are not fully aware of it, the 2-way LMDS
systems developed by Nortel, Lucent and Bosch Telecom all
use sectorization (Lucent's system was developed by HP
and uses 4 sectors) but they have not yet pushed sectorization
as far as they could, since sectorization is much easier to
accomplish at higher frequencies.

Also, I am wondering if you would care to articulate your
optimism for CAMP? I am aware of the Videotron order and the
WCOM and FON purchases of MMDS spectrum. Is there, so to speak,
a bullet proof case in favor of the one to two years prospects
for this company? Another factor I would like to place on
your radar screen is that Bosch Telecom's partner is CSCO,
and CSCO purchased last year Clarity Wireless, a smart antenna
company which developed technology allowing the replacement of
line of sight (LOS) for MMDS by virtual LOS through space/time
signal processing techniques. In other words, the LOS beam
is implemented virtually by combining multipath signals.

In other words, I agree with your assessment that turnaround
prospects for MMDS equipment vendors are excellent, but why
CAMP specifically?

Best regards,

Bernard Levy
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext