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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (7879)	10/29/2000 8:40:02 PM
From: zbyslaw owczarczyk	Read Replies (1) \| Respond to of 14638

TP-- IN the US Nextlink is a biggest player in LMDS. They own something like 80% of all licenses, spending over 1.2 billion $ to buy them.Even if someone do not follow fixed wireless, fact that Nextlink is a more conservative them some RBOCs is telling that they believe in LMDS. In Canada MaxLink is rolling 1 billion project since last year. There have been big numbers of licenses assigned in Europe and LMDS have the biggest potential there. LMDS works well on short distance 2-3 miles and provide lots of bandwidth. There is lots of advantages with dynamic bandwidth allocation, and as I understand lots of obstacles with weather have been cleared. In big cities,with high population where antenna can be placed on high building interference with wall is not a problem. The same can be said with short coverage distance 3-4 miles. Nortel have some successes in US with Nextlink, Siemens with WindStar(they are using former NN base station). ALA/Newbridge won several contracts in US, including Nextlink, entire Maxlink in Canada and huge number of contracts in Europe and S.America, simple b/c they were first with LMDS ( 1998/99). Ericsson has some wins but nothing excited. I think fixed part of the LMDS( well designe ATM switches with LMDS card as well as good acces switches) is a big obstacle for many player who would like to enter. Stanford Telecom have been working for long time with former NN and Alcatel before merger. Stanford held big number of patents and projects for Pentagon before they were absorb by NN and them by Alcatel. Revenue for 2001 , if I well remember, is projected to be 1.2 billion and according Yankee or Group or Pioneer will be 4-5 billion in 2003. By mid-late of 2001 it should be clear how successful LMDS will be. In general more access solutions vendor have more successful. I am not saying that LMDS will be dominant access tool , however is representing huge opportunity which should not be ignored. Zbyslaw