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Technology Stocks : Teligent -- Ignore unavailable to you. Want to Upgrade?

To: Steven Bowen who wrote (87)	3/13/1998 11:46:00 AM
From: Norm Franklin	Read Replies (2) \| Respond to of 270

Thanks for the tutorial. I've seen the advertisements with the antennas on the roof of high rise buildings. You mention small businesses, so I'm thinking about a lot of small firms leasing space in a high rise building. I would expect that the local telco would service most high rise buildings in major city markets with fiber. So, the fiber is there, and presumably the telcos can put everyone in the building on fiber. Is the reason for the 25% telco premium due to urban services subsidizing rural services -- is that why the TGNTs and WCIIs can beat them on price? I guess I'm looking at the urban telco fiber infrastructure as a sunk cost -- the offering of wideband data services would involve minimal cable costs, just network gear, costs which the wireless providers would incur along with added costs of radios and real estate. It seems to me that if the local telcos could gain approval for a sudden rate change to bring their fees in line with the marginal cost of providing data services on existing fiber plant, the wireless folks could find themselves up a creek. Is this an over-simplification? Norm