Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Geiser who wrote (1440)	10/24/2000 7:45:38 AM
From: transmission	Respond to of 1860

BLS, FON & WCOM lease or own most all of the MDS spectrim in the major metro's from acquisitions made for digital video by BLS 3-4 years ago and for high speed access last year two years by the IXC's. NCNX was sole company not bought by IXC's during their shopping spree as it is mainly a rural south central market play. Austin is one of its few large tech markets. Not being hammered down because of LD biz, it is possible that NCNX is better poised to exploit MDS high speed access but a lot of DD required on issues like Cisco readiness to volume rollout its ODFM product, NCNX financial position, cable modem/dsl status in NCNX markets, NCNX penetration to date in its HSA markets.