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

To: gtc123 who wrote (994)	2/5/1998 10:57:00 AM
From: CAP	Respond to of 2063

Larry, All, Personally, I am relieved that they didn't bid. They are probably making their salaries now with the proceeds of the TV business and the thought of plunging deeper into debt to buy more turf... then the cost of building it out would have had me out of this stock in a New York second. This strategy of being the gurus of LMDS was discussed several months ago and no has come to reality. I too hope that they have tested the waters to see if they have potential clients who are willing to pay for their expertise. But this is a short - mid term phase of the business as well. Once those who got rights are up and operating what then??? My take is it will evolve into a consortium of LMDS operators who will band together much like the TV networks. By doing this they can share CONTENT and, perhaps more importantly, drive its development. (Uses an older organizational model but an effective one.) We are at the dawn of a new industry... not just a better way to provide existing services. A story (true story)... When James Watt invented the steam engine, its first application was to power a water wheel which picked up buckets of water and dumped them on an impeller which in turn powered the machinery in a factory. Now that seems silly to us because we would have hooked up the steam engine directly to the impeller drive and powered things directly. The point here is that people use technology in its first use like they were using old tech.... the don't realize the potential... it has to develop. Computers were first used as typewriters not communications devices. What the steam engine did to the water wheel and the computer did to the typewriter is what the LMDS/wireless technology will do to the _________ . Fill in the blank with you own thoughts. Telephone, Cable industry, yes... but 15 years from now we will know the answer and not before. It will take time to absorb this technology and find its true end use. Just some thoughts on a rainy day. I think the company has all it can handle building out New York and when completed, will make great money and we will benefit. Beyond that, they have to organize the other winners. Bottom line: our company and remember, it is OUR COMPANY, is sitting on the biggest service area (pops) and has patents to technology of this new industry. Now they have to transition experience into leadership. CAP