Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brian Coakley who wrote (1279)	2/23/1998 11:27:00 PM
From: James Fink	Respond to of 2063

Brian, WinStar does not have 1150 MHz in ANY of the markets you mention so the $25 per pop figure doesn't work for WinStar. Furthermore, WinStar's spectrum is at 38 GHz, which is inferior to CVUS' spectrum at 28 GHz (fewer possible channels). WinStar is overextended in too many markets that are not cost-effective, whereas CVUS can focus on its trophy property of New York. WinStar has massive debt, CVUS is virtually debt-free. There is no comparison. Regards, Jim Fink