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Technology Stocks : CAWS - Wireless Cable (New and Improved) -- Ignore unavailable to you. Want to Upgrade?

To: Bill who wrote (4712)	2/16/1998 12:55:00 PM
From: Zorro	Read Replies (1) \| Respond to of 5812

Bill, I plan to track CS Wireless' activities in the LMDS auction provided CAI still owns it at the end of this week!

To: Bill who wrote (4712)	2/21/1998 12:22:00 PM
From: Bill	Read Replies (1) \| Respond to of 5812

Intresting post from Yahoo. Subj: CAI at $10 By: sjjrxprn Date: Feb 21 1998 8:25 A.M PST Reply To: Msg. 1 by YahooFinance CAI presents wise investors with an incredible opportunity. I can empaphize with concerns voiced on various chat forums, but the fundamentals tell an amazing story: - MMDS is the best wireless commodity on the market for wireless local loop. The FCC has recoginzed this possibility, and discussions on rulemaking are surprisingly positive towards opening the spectrum to 2-way. LMDS, while receiving the lion's share of investment and press activity, suffers from some very fundamental transmission limitations. MMDS can hit more LOS households using larger cell sites that are ALREADY built. - Telephone companies such as AT&T, MCI, etc. must be eyeing this property for fast-track access to the local loop. If anyone will fund such expansion, it will be these guys (maybe even out-of-region RBOCs will get into this game). If you look at AT&T's recent investor meetings, the local loop is stressed as paramount to their long-term offensive/defensive strategy for competing against the RBOCs. Wireless has long been considered the front-runner. PCS doesn't have enough spectrum... and besides, they've targeted PCS for mobile applications (i.e. cellular PCS). If AT&T isn't playing the LMDS game, then MMDS is the only alternative left standing. Ditto for MCI, Sprint etc. - Using the BTAs owned by CAI, PCTV, Heartland (+CS, WirelessOne) and ATEL, a well-funded telecom player can quickly penetrate the local loop market with incredible nationwide coverage in the US's top markets. In short, MMDS is a pure local loop play. THe market in general has not recoginzed this fact.. but the AT&T's have. The momentum is there, and it seems the technology is ready to go. The savvy investor who buys now (i.e. CAWS) shall be richly rewarded! - Sid Vicious