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To: Bob Huff who wrote (970)	7/3/2000 9:09:18 PM
From: Rob Preuss	Respond to of 1762

Thread, As you know, Kevin Landis' Firsthand Funds hold a great many shares in DMIC. A unique feature of these funds is that they publish detailed information on their holdings. In the past, this information had been published with a one-month delay and, at the beginning of each month, I would gather this information to share with the thread. As I went to do so again today, I learned that Firsthand has changed their policy such that they will henceforth publish this information with a two-month delay. Thus information on their holdings of DMIC at the end of May will not be available until the 1st of August. firsthandfunds.com Rob

To: Bob Huff who wrote (970)	7/10/2000 10:39:44 AM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

DMIC among 24 companies seeking fair access to rooftops... bigcharts.com CLEC Group Wants Fair Building Access WEDNESDAY, JUNE 21, 2000 5:45 PM [snip] The Smart Buildings Policy Project (SBPP), which officially announced its formation on Wednesday, is a spinoff of the Association for Local Telecommunications Services (ALTS), Washington, D.C. The group is pressuring the federal government to open up what is becoming a more troublesome bottleneck than ILECs -- building risers and rooftops. [snip] The SBPP's 24 members include Alcatel (stock:ALA), ALTS, AT&T (stock:T), Commercial Internet Exchange, the Competition Policy Institute, Digital Microwave (stock:DMIC), Focal Communications (stock:FCOM), Lucent Technologies (stock:LU), Nextlink Communications (stock:NXLK), Nokia (stock:NOK), Siemens, Time Warner Telecom (stock:TWTC), Teligent (stock:TGNT), Winstar Communications (stock:WCII), and MCI Worldcom (stock:WCOM). [snip]

To: Bob Huff who wrote (970)	7/11/2000 12:48:49 PM
From: Rob Preuss	Respond to of 1762

New products from DMIC... I was reviewing some of my old posts and thought that I'd remind the thread of this one (now 6 months old): Message 12626351 Based on what I said there, I expect DMIC to introduce some hot new products according to the following schedule: Oct'00-Mar'01: P-P radio with twice OC-3 capacity. Jan'01-Jun'01: P-P radio with four times OC-3 capacity. Jul'01-Dec'01: P-MP radio with four times OC-3 capacity. Of course, the product "roll-out" (when they ramp up production and sales while getting these products to operate at additional frequencies) will no doubt extend over a period of 0-12 months following this "introduction". Then, these products will have a lifespan of several years. While I'm eager to see these product introductions, my guess is that it will pay to be patient. I don't think the really big buildout of fixed wireless networks has yet begun and I think this product schedule is designed to hit the sweet spot of demand... at the same time, DMIC is moving toward becoming a "network" company (evidenced by the name change) that provides full "solutions" to their customers - this evolutionary step will broaden their source of sales revenue and help keep them on a strong steady growth track throughout the present decade. I'll be interested to hear (during this next conference call) how these plans are developing and whether they'll choose to advance the product introduction schedule at all. Rob Companies like NTRO are enjoying the limelight right now because they've got hot new P-MP technologies... but the real demand for these technologies hasn't started yet and their (relatively low-capacity) products will be seriously aged when it arrives. DMIC management is mature enough to know that it doesn't pay to get too far out ahead of the demand curve. [I think NTRO will grow, introduce new products, and remain as a DMIC competitor. I also think this is good for the industry as customers like WCII and others will demand to have multiple vendors producing interoperable products. But I think NTRO is the tiny underdog while DMIC is the 800-pound gorilla that will ultimately take the largest chunk of market share.]

To: Bob Huff who wrote (970)	7/13/2000 2:23:12 PM
From: Rob Preuss	Read Replies (2) \| Respond to of 1762

DMIC mentioned, along with PCOM, as a competitor to TNSI. zdii.com Since TNSI is up over 180% for the day so far, I found this statement about TNSI (from another article) interesting: Triton's strong IPO reflects investor enthusiasm for all things wireless. Investors did not appear deterred that the company, founded in 1997, recorded its first revenues in the first quarter of this year. The company posted first- quarter revenues of $3.5 million on losses of $11 million. Maybe DMIC has the wrong strategy... instead of posting positive earnings each quarter (along with no debt), perhaps we should post losses (and borrow needlessly)? Rob