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

To: p friend who wrote (1710)	3/26/1998 10:46:00 AM
From: John Cinicolo	Respond to of 2063

<This means they are not planning to do anything now...Another example of an RBOC paying to keep competition out of their own territory.> I disagree. Although buying the spectrum to keep competition out may provide some short term benefit, this strategy will fail miserably as soon as someone else comes with a viable service. Any Telco has a significant advantage in this type of deployment - an infrastucture to interconnect their LMDS cells to the rest of the world. Other LMDS operators need to build the backhaul infrastructure which adds to the total cost of deployment and hence the profits. I would expect that the millions spent on the license is part of a business case to be profitable within, let's say, five years. By offloading internet and other data traffic off of their voice network, US West can significanty improve their services and reduce their costs. And on top of that, they can now start offering advanced multimedia services - digital video, and bundle it with their local phone and internet services for a package deal. I know I would listen if someone came to my door offering local phone service, digital video and high speed internet access for a flat fee that would be less that what I pay today for these services separately. John

To: p friend who wrote (1710)	3/26/1998 11:04:00 AM
From: EdR	Respond to of 2063

p .friend - <<''While this technology will require further development before it is suitable for deployment>> The basic technology has been up and running as provided by CVUS in the Brooklyn area of NYC. With all the company problems, they are still selling the service and seem to be upgrading as time and money permit... Ed...

To: p friend who wrote (1710)	3/26/1998 2:26:00 PM
From: Bernard Levy	Respond to of 2063

Dear p.friend: LMDS systems offered by LU (HP designed), Nortel (Broadband Networks designed), and Bosch Telecom (formerly TI) are ready for prime time! They have been tested extensively (HP's in the San Jose area, Bosch Telecom in Brazil). Teligent started deploying the Nortel equipment, and ARTT signed a $200M contract with LU for LMDS equipment. The problem that US West is facing is that its B-licenses have only 150MHz, which allows voice plus a little bit of data, in other words a poor man's version of LMDS. They need to see how much mileage they can squeeze out of their limited bandwidth. To place numbers in perspective, 150MHz at 2bits/Hz/sec (which is slightly optimistic) allows 300 Mb/sec. Assuming users will need at least 2 Mb/sec (what ADSL offers), you can serve 150 users per cell, and you have no bandwidth left for video. So US West has a problem, but all A license holders are ready to march on. Best regards, Bernard Levy