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

To: Night Writer who wrote (1730)	3/28/1998 2:26:00 AM
From: Ken98	Respond to of 2063

NW, I agree 100% with your points. Residential usage (video, internet, security, etc.) is what will drive bandwidth demand out into orbit. But your point about initial business usage is well taken. LMDS will first go for those T-1 lines that are priced at $2-3,000/month - this cash will allow network development and construction for the next phase of residential. Remember the days of $600 cell phones and $1 minute air time that eventually gave way to free phones and .10/min.? The same thing will happen with LMDS eventually. One of the real challenges for the LMDS license holders will be to create some sort of brand identity and credibility. If you have a business that relies on the internet to any degree are you really going to drop your Sprint T-1 to go with Billy-Bob's LMDS service? What IS head is going to risk their paycheck on that? My firm would not make that switch for any amount of cost savings. The early cellular providers created brand loyalty with the Cellular One brand which was nothing more than a naked brand held by hundreds of various cellular license holders with roaming agreements in place. Have you looked at the footprints of the various auction winners? There are some good ones. Have a good weekend, Ken.

To: Night Writer who wrote (1730)	3/28/1998 9:04:00 AM
From: Hiram Walker	Read Replies (1) \| Respond to of 2063

Night, well if the home is where you are wanting CVUS to go,there is more opportunity now. It seems cable in New York has a dispute brewing and TWX is pulling out of the interconnect business. March 28, 1998 Time Warner Exits Big Apple Interconnect By JIM FORKAN New York -- Time Warner Cable, acting on repeated threats, pulled out of the New York Interconnect, putting an end to one-stop shopping for spot cable time in the country's No. 1 market. Time Warner's withdrawal diminishes the attractiveness of that entity, which ranked as the largest by far, with 4.5 million subscribers. Time Warner alone accounted for nearly 1.3 million of those, including upscale-demographic consumers in Manhattan and Queens. David Kline, president and chief operating officer of Rainbow Advertising Sales Corp., in a March 20 letter to Larry Zipin, Time Warner's vice president of ad sales, said its pullout "damages all cable operators in the New York area." Time Warner's exit is "bad for cable," forcing a partial reverting to the "archaic" practices of 1990, when agencies could only buy cable time by calling a bunch of individual operators, he added. I think you are wrong about the business aspects. I have talked with a CEO of an ISP,and he said that he would target business first,as they are more lucrative,and less trouble. Hey, that is why HLIT is producing a wireless router/receiver for CVUS. You can get the equivalent of a T-1 line to your business(or better),and all of your CPE can be routed through it via a LAN. Hiram