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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 (1299)	2/24/1998 6:23:00 PM
From: WTC	Read Replies (2) \| Respond to of 2063

James, Re: Denver, the bid level disparity is remarkable. One thought that occurs is that in the Denver BTA, it would be possible (like Las Vegas and Phoenix, though)to reach a high percentage of residential customers at a small incremental cost after building to the business customers. The problems with that rationalization are 1)well, what about Las Vegas, 2) the economics for residential broadband transceivers is still dicey for a ~$40/month service, and 3) Denver is one of TCI's 5 Supersystems -- one of the early deployment cities for Malone's full-feature cable modems. Why choose a point of attack where the Panzer division is encamped? It's a puzzle to me.

To: James Fink who wrote (1299)	2/25/1998 7:14:00 AM
From: FBarron	Read Replies (1) \| Respond to of 2063

I've been lurking here mostly. First I want to thank you for sharing the auction info. It makes it very convenient for me (and I assume, others) to catch up after work. Just wanted your opinion on how likely it is for CVUS to be priced in relation to the success of the highest prices in the auction. Asensio mentioned in his release and I think SH has also laid claim to the New York license being the primo license. If this is the case, the theory about CVUS' stock price being tied to the auction would be furthered by being tied to the best prices in the auction. Nice for me :)