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

To: Steven Bowen who wrote (1676)	3/22/1998 1:47:00 AM
From: Bernard Levy	Respond to of 2063

Dear Steven: WCII's market strategy has been oriented towards businesses, and up to this point they have used exclusively a point to point technology (as mentioned in JA's post), so that they have used antennas on the rooftops of the buildings containing the businesses they were targeting. When they start deploying Nortel's LMDs equipment, they will be confronting some of the same issues as CVUS (although for large business customers, the use of antennas on rooftops will remain the preferred option). Keep in mind that CVUS started as a wireless cable service in Brooklyn, and has started offering data services in Manhattan only recently. So their strategy has been oriented more towards serving individuals rather than businesses. Hopefully, they will move towards having a mix of customers. I am sorry we got sidetracked here on the issue of signals bouncing on walls, but I wanted to point out that what Shant H. was saying about this issue was not totally correct. Note also that another approach towards serving obstructed subscribers is to use repeaters in micro-cells. In the long run, I anticipate that LMDS operators in the 28Ghz band and operators in the 38-40Ghz band will ultimately all offer similar services with similar equipment, provided they have roughly the same amount of bandwidth. WCII remains bandwidth constrained in some markets, but it has a huge lead in signing up business customers + raising mountains of cash. Best regards, Bernard Levy