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To: RTev who wrote (5291)	9/19/1999 3:44:00 AM
From: David Smith	Respond to of 12823

Possibly a VERY interesting small-cap idea for the thread: Anyone ever heard of a company called Norsat, symbol NSATF? From the research I've done, I think this company could play a huge role in the evolution of the wireless industry. This company is a dominant player in KA band satellite, and in June signed a contract with Nortel to help develop Europe's next generation integrated wireless internet service. NSATF then hired away one of Nortel's senior engineers...rare for a tiny company, and a pretty good endorsement of NSATF's technology by someone who would know. Another important angle to NSATF's business: they are the largest distributor and maker of high-end components for Direct PC and Direct TV, the joint venture between AOL and Hughes. AOL is going to market these two services like crazy, so in effect NSATF should get a free-ride on AOL's massive advertising campaign. This company is just starting to get talked about as possibly a huge play on wireless internet...comments/opinions welcome.

To: RTev who wrote (5291)	9/20/1999 8:16:00 AM
From: MikeM54321	Respond to of 12823

RTev, Your post really differentiates a cable modem solution vs DSL twisted copper pair solution. As most know on this thread, I'm a HFC fan. But as others have pointed out to me, HFC is only good to a point depending upon how many users end up sharing the system. But my argument back would be that it will be a long time before telcos overcome the many obstacles that prevent them from just being able to offer current cable speeds. When the cable network really bogs down, well by that time there will probably be a whole new infrastructure being developed as we have talked about upstream. Like FTTC or FTTH. In the meantime, cablecos have the option of just adding more and more nodes to split up the users. Well it's all just my speculation but your post made me appreciate how much simpler(relatively speaking) an always on, two-way HFC network is. But I'm most happy that, beyond last mile access, equipment upgrades required for broadband strategies are identical. MikeM(From Florida)