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

To: WTC who wrote (1378)	3/2/1998 4:07:00 PM
From: James Fink	Read Replies (1) \| Respond to of 2063

Auction Id: 17 Date Entered: 3/2/98 13:49:13 Subject: Stage Three Transition Stage Three Transition Beginning in Round 30, on Tuesday, March 3, at 9:00 am the FCC will transition the LMDS Auction to Stage III. To maintain current eligibility in Stage III, a bidder must be active on at least ninety-eight percent (98%) of the bidding units for which it is eligible in the current round (its maximum eligibility). In Round 30 all bidders should check their activity to determine whether their current standing high bids are sufficient to maintain eligibility in Stage III. Bidders are reminded that they should review the Public Notice titled, "Auction of Local Multipoint Distribution Service," released on September 25, 1997. Specifically, pages 16 and 17 which explain auction stages, stage transitions, and activity requirements. In Round 30, a bidder can check whether its current activity satisfies its required activity level in Stage III using the FCC Remote Bidding System software. The system will reflect whether a bidder's current activity is sufficient to satisfy its required activity level for the current round. If the bidding units associated with a bidder's standing high bids do not satisfy its required activity level and that bidder does not either bid on additional licenses to bring its activity up to the required level or reduce its eligibility before the close of the round, the FCC will enter an automatic waiver on the bidder's behalf (if the bidder has waivers remaining). An automatic waiver will preserve the bidder's maximum eligibility, despite the fact that it has not met the minimum activity requirement for the round. In the event that a bidder has no waivers remaining and it does not satisfy the required activity level, their maximum eligibility will be permanently reduced based on their activity in the round to bring them into compliance with the activity rule. If a bidder does not plan to bid in the current round and does not want to use an automatic waiver the bidder must intentionally reduce its eligibility by using the "Reduce Eligibility" function on the Options screen. Use of the "Reduce Eligibility" function will permanently reduce the bidder's eligibility to bring the bidder into compliance with the activity rule based on the bidder's current activity. During Stage III, if activity is below the required minimum level, eligibility in the next round will be calculated by multiplying the current round activity by fifty/forty-ninths (50/49).

To: WTC who wrote (1378)	3/2/1998 7:42:00 PM
From: Hiram Walker	Respond to of 2063

WTC, I agree with your thesis. I am not really familiar with Bosche Telecom,but I think NT will be the dominant player here. LU is up in the air to me,they have lots of talent,but I am not impressed with their delivery to market of products. CIEN is still ahead of them in DWDM,though LU said over a year ago,they would be far ahead. NT is the company to beat. Hiram