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

To: ray hackett who wrote (1675)	3/21/1998 4:06:00 PM
From: Steven Bowen	Read Replies (1) \| Respond to of 2063

Ray, sorry, I don't think you know WinStar at all. "Winstar is still mostly a reseller" "they have very few point to point links up" "Don't look to them for hints as to what a wireless hub system can do- they don't have one." - WinStar is not a reseller. They do if necessary before the customer can get conected to their wireless network. - In one year, WinStar has 82,000 point to point wireless links, and will have 276,000 this year. - WinStar had 61 hub sites in operation at the end of 97. - In only one year, over 50% of WinStars customers in New York City were totally on WinStars own wireless network, including wireless links, hubs, and switches. Shortly, 2/3's of WinStars customers will be on the own network, making them the CLEC least dependent on the incumbant baby bells for provisioning. - WinStar is testing point to multipoint now and will be deploying it in 98. WinStar was gross margin positive in New York City after only one year in business there. If CVUS could do this, maybe they ought to think about it. WinStar is not having any problem at all raising money. Says a lot about what Wall Street thinks about what WinStar is doing and the route they're taking. Now, back to my original question; with all of CVUS's bandwidth, why can't they be operating more like WinStar, with hub sites and shooting signals roof top to roof top, and quit worrying about bouncing their signals thru the streets and leaves, off reflectors and building walls, to stupid little antenaes sitting on your window sills. WinStar's network works, this doesn't. WinStar's network works in rain, this doesn't. WinStar seems to have many happy customers, CVUS doesn't. What am I missing? If it has something to do with point to point vs point to multipoint, would someone try to explain. I was under the impression that WinStars point to multipoint network will work in much the same manner that their point to point network is working.