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

To: FBarron who wrote (1310)	2/25/1998 7:54:00 AM
From: James Fink	Respond to of 2063

FBarron, I think that CVUS' license is worth more per-pop than any market in the nation given New York's concentration of Fortune 500 companies and media conglomerates. Unfortunately, the FCC has crippled the auction by preventing deep-pocketed LECs and cable companies from participating. As a result, the auction results are likely to be disappointing and not reflective of true value. In the short run, CVUS stock has been trashed because investors are equating CVUS with the auction. This is a mistake, and CVUS stock will eventually de-couple from the auction results and reflect the true value of CVUS' license, which Strategis Group has estimated to be worth about $25 per pop.