Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (4808)	3/30/1998 1:21:00 PM
From: gauguin	Read Replies (1) \| Respond to of 12468

Bernard, I think your question about how WCII will implement P-MP is a good one and one which investor relations should be willing to answer. Why not ask them? Better you, than me, as you are technically far more fluent. Also, the equipment aside, I believe a big difference between 38 and 28GHz is that 38GHz requires no prior coordination with the FCC, meaning only WCII needs only to make sure its paths don't interfere with each other; using 28 means having to file with FCC in advance, meaning much longer lead times, fall-out between sales and installations, etc. Is this still the case?

To: Bernard Levy who wrote (4808)	3/31/1998 1:24:00 PM
From: SteveG	Respond to of 12468

<..The one issue that concerns me on the other hand is how WCII will implement the P-MP retrofit of its current P-P system. Was this issue addressed by Bill Rouhana in the latest CC? Also this retrofit may mean that WCII will have paid significantly more for its system than recent entrants (TGNT, ARTT) which waited until the LMDS equipment was ready...> Hi Bernard- I am checking on this as well. NBMO's initial response is that the cost to retrofit the radio (in quantity pricing) is about $4000. But there is not perceived a compelling argument to do so in the near future anyway. Two 100Mhz channels provide an enterprise with DS3 (45Mbps) capability, and this is perceived as sufficient for the next couple of years. The P-MP capability, as I understand you explained it, allows the further provisioning of the increased bandwidth, so that, as you explained, MORE buildings can be connecting - with an corresponding decrease in each building's dedicated bandwidth, but an INCREASE in the burst capabilities. Apparently the businesses with P-P now, are large enough that they will USE the dedicated 45Mbps, rather than "sharing" a larger amount. I am waiting to speak to CSFB and SSB research about this issue soon as well. Thanks for bringing it up! I am interested in any further questions you have in this regard. Regards- Steve PS. I think WCII has pretty good support at 39-40, if it even gets there.