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


To: Steven Bowen who wrote (1289)2/24/1998 1:47:00 PM
From: WTC  Respond to of 2063
 
< Not sure I understand why just a few markets, ie Las Vegas, Denver,
and Phoenix, seem to be getting most of the action. Does anybody
believe these are worth 3 times Atlanta, Boston, Dallas, Chicago?>

The other, more direct explanation for these relatively high values is that these high-priced cities enjoy topography and general foliage characteristics, plus sit in optimal Crane rain zones, to make for the lowest cost initial infrastructure builds with the highest line-of-sight expectation. (Larger cell radii means fewer nodes, and flat terrain unchallenged by generally tall dense foliage means better LOS.) This logic does not explain low prices for Chicago, but it fits with the facts for Boston (foliage challenges), Dallas and Atlanta (high rain rates). I would never suggest the complete answer is one-dimensional, of course.

< Not sure I understand why just a few markets, ie Las Vegas, Denver,
and Phoenix, seem to be getting most of the action. Does anybody
believe these are worth 3 times Atlanta, Boston, Dallas, Chicago?>

The other, more direct explanation for these relatively high values is that these high-priced cities enjoy topography and general foliage characteristics, plus sit in optimal Crane rain zones, to make for the lowest cost initial infrastructure builds with the highest line-of-sight expectation. (Larger cell radii means fewer nodes, and flat terrain unchallenged by generally tall dense foliage means better LOS.) This logic does not explain low prices for Chicago, but it fits with the facts for Boston (foliage challenges), Dallas and Atlanta (high rain rates). I would never suggest the complete answer is one-dimensional, of course.



To: Steven Bowen who wrote (1289)2/24/1998 2:05:00 PM
From: EdR  Read Replies (3) | Respond to of 2063
 
Steven -

Can you or anyone else help me understand more fully, the LMDS industry? Since CVUS has the NYC market locked up, why is WCII showing an interest in the NY B Block. Won't CVUS get in their way if they want to offer the service in the same area? Wouldn't it be wise then for them or someone who buys the other NY blocks, to make an offer for CVUS to lock up the whole area? Just trying to make sense out the whole mess....Thanks...

Ed...