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: Hiram Walker who wrote (1375)	3/2/1998 12:21:00 PM
From: James Fink	Read Replies (1) \| Respond to of 2063

In Round 27, the top five per-pop values are Denver ($9.22 -- BTA Assoc.), Las Vegas ($8.89 -- Gabelli), Boston ($8.28 -- WNP), Chicago ($6.75 -- WNP), and Dallas ($5.58 -- WNP).

To: Hiram Walker who wrote (1375)	3/2/1998 3:01:00 PM
From: WTC	Read Replies (3) \| Respond to of 2063

Sustainable competitive advantage for LMDS equipment vendors will not be found in RF or digital chipsets. A few equipment vendors will become remarkably successful because they deliver highly evolved and optimized integrated products (world class super high frequency capabilities coupled with world class digital implementation). My prediction: Minor differences in performance bought at the cost of compromised service reliability or installation simplicity will not win customers. And a full range of capable integration services need to be available -- customer engineering services. Companies like Bosch, Nortel, and Lucent bought the capabilities that can make for success. There are a raft of other "parts companies" out there may do alright with OEM sales, but they will rarely crack the retail market with LMDS licensees / service operators. One more thing -- prices and terms are almost as important as a system design that is conceptually easy to explain, deploy, and operate. Any company that can forward price based on aggressive estimates of their shipments (e.g., Bosch, Nortel, Lucent) has a huge advantage in their prospective customers' procurement negotiations. This will not be a technology boutique business.