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: SteveG who wrote (250)	5/26/1999 6:44:00 PM
From: transmission	Read Replies (1) of 1860

Rouhana was a no show at NBMO nka BOA Securities but Sidgmore stole the show when it came to FWR (fixed wireless radio). Sees FWR playing large and large role, that's why they bought significant part of MMDS. Still considers fiber choice platform for business but WCOM and others must deploy multiple platforms. Sees High frequencies as 2 years out from playing important role. Sees MMDS at greenfield technology stage now. Wll be amazed if WCOM doesn't have significantly more FWR going forward. Thinks WCII & TGNT are deploying technology today that will need to be replaced two years out and that MMDS LOS is better and can go beyond line of site. Estimated they paid $24 per LOS HH but soon they will release better numbers but in any event they paid less than FON and got better business markets. Concerning footprint accepted that BLS has SE major cities and that higher FWR options exist including not buying all of a company now. Indicated we haven't seen the end of FWR purchasing and partnering yet by any means.

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