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To: Francois Lavoie who wrote (16973)2/11/2000 3:21:00 PM
From: zbyslaw owczarczyk  Respond to of 18016
 
Francois,as far MOT/CSCO lmds Spectrapoint is not doing to much.
On last CC,D.Listwin almost did not want to talk about it,spacially that MOT,which owns majority of JV is leaning toward NT.
Spectrapoint so far announced officially only one constract.
TLAB, not counting TDM there is no overlap at all.
Siemens is using NN'sATM 36170 for its LMDS soultion,what would would indicate that P-COM has only access part(?)
ALA and ERICY would need ATM for LMDS too,rigth?

Zbyslaw



To: Francois Lavoie who wrote (16973)2/11/2000 3:32:00 PM
From: zbyslaw owczarczyk  Respond to of 18016
 
Francois, I think ALA has access part of LMDS solution, why?
When originally WIC,gave NN LMDS contract,it also awarded 40% to ALA.
Then, after MAxLInk bought WIC,NN got entire contract and access part is from Telaxis(TLXS) which went public last week.
TLXS 80% of revenue comes form NN.
It would indicate that ALA LMDS and NN are complementary.

Zbyslaw


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