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

To: James Fink who wrote (1724)	3/27/1998 12:12:00 AM
From: Night Writer	Respond to of 2063

James, How about this for bandwidth demand. Full motion and 3D. I can see the Baywatch crowd lined up for LMDS and new Compaq PCs with Intel inside! Looks like bandwidth is getting more critical for the advancement of technology down the super highway of life. Remember reading in the WSJ about the porno business being the most technically up to date businesses on the web. This is because they are the most profitable businesses on the web. (No! I have not taken advantage of the mass email offers to join a free xxx site.) Wonder how much that segment of our economy will drive demand. <g> Right now, I think we are going to make lots of money on this growing demand for bandwidth. NW news.com

To: James Fink who wrote (1724)	3/27/1998 10:21:00 AM
From: Night Writer	Read Replies (1) \| Respond to of 2063

James, Another bandwidth thing. This is getting more attention all the time. If it keeps growing, Shant won't have to advertise, just keep up with installations. Also did some thinking last night. Not good for the LMDS business in general to let CVUS go under. Think the capital venture gentlemen realize this. Of course I am in an optimistic mood on a beautiful spring day. NW briefing.com Daily commentary updated for March 27, 1998 "Low-end Prices Falling Fast On the low end, prices will continue to fall as consumers have come to realize that basic needs like personal finance, games, Internet access and word processing don't require the newest and fastest processors. Current configurations are plenty adequate. What isn't adequate is bandwidth capabilities. Consumer focus is on widening the pipeline, not increasing processor speed. We expect this paradigm shift in the tech industry to keep downward pressure on PC prices for years to come. Don't be surprised if in a few years, lowest priced PC will be in the $400-$300 range. Equally alarming - as cable modems increase in availability much of what consumers demand from PCs will be available over TV sets."