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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable. -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (817)	1/5/1998 8:36:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 2063

Hi Nightwriter: A nationwide service is not necessary for video on demand, but it is necessary for teleconferencing or T3 data services. A key element for the LMDS industry will be the development of standards concerning modulation formats (such as QPSK with some form of forward error correction), concerning access protocols (such as FDMA, TDMA or CDMA, or even a less centralized medium sharing scheme), and the delivery or video services. Specifically, to ensure very reliable service, the best situation would be one where customers can store a whole movie as it is downloaded in one ''big burst.'' However, this is more costly for customers, since they would need to purchase more equipment. The alternative is to download the movie on-line as it is viewed. The problem there is that at peak hours, some customers could not be served. I note that for cable modems, the IEEE is currently developing precise standards. I do not believe this is the case yet for LMDS. An early selection of basis LMDS architectural standards by all the big LMDS players (equipment vendors and operators) will be very important to ensure that LMDS can compete in its race against cable modems for broadband residential access. In the long run, the optimal data/voice/video transmission architecture is optical fiber for the basic long-distance network trunk, and wireless for the last few kms. LMDS and broadband wireless data and phone companies have the potential to wipe out the baby Bells and cable companies, if they play their cards right. However, if cable companies can ramp up their capital expenditures, they could emerge victorious by offering bundled cable TV/internet acess/phone service. The next 2 or 3 years should be exciting.