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

To: gtc123 who wrote (1024)	2/6/1998 2:14:00 PM
From: EdR	Respond to of 2063

Larry, Thanks for the article. Now, if they only mentioned CVUS and LMDS within the body, it would be a great Friday.... Ed...

To: gtc123 who wrote (1024)	2/6/1998 2:15:00 PM
From: CAP	Read Replies (1) \| Respond to of 2063

Larry, All, This story strikes at the heart of the issue with respect to LMDS being a NEW INDUSTRY as opposed to just being a different way of doing things. To draw a simple analogy, this is like the railroad industry and the airline industry in the 1930-40s. The railroads had clear dominance and were not concerned about the risky, upstart airlines. The long distance carriers (railroads in this analogy) are so preoccupied in working around the limitations of their EXISTING infrastructure that they are missing the point... the future is a faster world. Granted, the railroads still hold a critical place in today's transportation infrastructure for BULK but their PASSENGER service is almost nonexistant. They lost passengers as well as rapid goods delivery to the airlines (wireless providers). Other analogies could be made within the concept like voice = cargo, internet telephony = Fedex, ATM = express trains, data = passengers etc... all fun to consider. Although the wireless folks will be able to do things MUCH faster and take a significant portion of what used to be the exclusive domain from the long distance carriers, there is a difficult road ahead in gaining public acceptance and building out this NEW INDUSTRY. But the point remains, both will have a place in the future but what each one does will change significantly change the way things are done today. Some of the early airlines didn't make it and the industry evolved from barstormers giving penny a pound rides to what we have today. The landscape is changing dramatically. These are exciting times!!! CAP