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

To: James Fink who wrote (1066)	2/9/1998 7:55:00 PM
From: gtc123	Read Replies (1) \| Respond to of 2063

Yeah, I'm going to hang in there. I've held CVUS for over a year now. So, to help me understand all of this, how many companies could potentially bid for Los Angeles? Not to suggest that they all will, but lets just say the best case scenario that all of the companies that can bid for L.A., do bid for L.A. How many bidders would that be? By the way, I sent a rather scathing e-mail to CVUS investor relations for not keeping in touch with their investors. At the very least, we should have a conference call explaining, Bruce Judson's departure, the decision not to bid, and the financial status of the company. And, they haven't even announced a 4th quarter conference call. We'll see how they respond.

To: James Fink who wrote (1066)	2/10/1998 8:19:00 AM
From: Elliot W	Read Replies (1) \| Respond to of 2063

Why say LMDS is primarily designed for business? : This makes sense, given that LMDS is primarily designed : for businesses, most of which reside in the big cities. OK, James I give up! Why did you say that? I understand that high density is best, but I thought the idea was to get a small receiver in everyone's window. Elliot

To: James Fink who wrote (1066)	2/10/1998 9:11:00 AM
From: Steven Bowen	Respond to of 2063

Jim, re: "This makes sense, given that LMDS is primarily designed for businesses, most of which reside in the big cities" and "AT&T is going to invest in cable internet access. Perhaps this deal explains why AT&T chose not to participate in the LMDS auction" I'm sure you realize that taken together, this still isn't making sense. Like you say, LMDS will primarily (for the first many years anyway) be used for businesses in the inner cities. Cable is primarily to residential in the suburbs. Getting cable to the businesses is impractacle and expensive. So if AT&T's direction is toward cable, they are going after the unprofitable residential market and passing up the profitable businesses. LMDS and cable should be used together, not mutually exclusive. Do we know AT&T is not participating? We still don't know who's behind the large bidders, other than McCaw, do we? Maybe AT&T has other plans for the business market. I don't know how extensive Teleports networks are. They also got some 38 GHz licenses with Teleport, but I'm not sure of the bandwidth per city. Maybe they think Teleport has the major cities covered. ???