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

To: CAP who wrote (1991)	5/19/1998 9:40:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 2063

CAP, We all got burned. At one point I had 7000 shares. Sold 2000 for a small tax loss with the intent to buy back later. Then things didn't look so good. After reading the SEC filing on the new financing, I realized the impact of"vulture" financing. Decided to beat an orderly retreat to the neared high ground, and watch for any future opportunity while mending my wounds. I bled a lot of green on the retreat. I will not have any tax sales this year unless I hit oil in the back yard. What an expensive Vulture lesson. I remember posting several times that I had too much invested in this speculative stock for my portfolio, but I didn't see how it could lose. Now I know how. Delayed auction creating a cash flow problem, and the vultures moved in. I am not one for conspiracy theories. That said, I think it is suspect that the money guys seem to own a lot of spectrum, and didn't lend any money to the pioneers or other start up operations. They see something in this technology and intend to squeeze it for all it is worth. Appears they will do it with the FCCs blessings. I also notice all the hoopla about developing high speed Internet over twisted copper has died down. Two large Baby Bells are seeking a merger. Bigger is better because they can offer long distance. Some worry about a lack of local telephone competition. Digital phones verses cell phones - cutting one another's throats in the market place here. After a while, they might get the digital phone expense down to the point that people discontinue wire phone service. Interesting thought - sounds like why I bought this stock. Soooo, watching and waiting just in case. NW

To: CAP who wrote (1991)	5/22/1998 12:13:00 AM
From: Night Writer	Read Replies (1) \| Respond to of 2063

CAP, This memtions LMDS so I'm posting it. NW Subj: Wireless Helps Quartz Crystal Oscillator Market to Reach... Date: 98-05-20 08:58:34 EDT Wireless Helps Quartz Crystal Oscillator Market to Reach $3.3 Billion by 2002, According to Allied Business, Intelligence OYSTER BAY, N.Y., May 20 /PRNewswire/ -- The serviceable available market for crystals/crystal oscillators is expected to grow at a compound average annual growth rate of 7% from $2.3 billion in 1997 to over $3.3 billion at year end 2002. Oscillators are a critical component in nearly every networking and computer system. Still considered a defense sensitive mineral, quartz crystal has been stockpiled by the US government for years. Despite the enormity of the open market for these small components another $1 to $2 billion are produced internally by large OEMs for their own consumption. Oscillators are used in nearly every electronic device -- from the $.040 clock oscillator in the computer in front of you to the $19,000 oscillator in a communications satellite. The highest growth within this market is expected to be the result of Voltage Controlled Crystal Oscillators (VCXOs) and Oven Compensated Crystal Oscillators (OCXOs) but "design outs" loom on the horizon even in these sectors. Nonetheless, opportunities are anticipated to be bountiful in the short term. LMDS, third generation cellular, xDSL, cable modems, SONET, satellite systems, and 38 GHz radio equipment markets are expected to expand at a brisk pace, and first generation designs will be evident in many cases, according to a new report about to be released by Allied Business Intelligence, Inc. The report, "Quartz Crystals, Quartz Crystal Oscillators and VCOs: Frequency Control Markets, Competing Technologies & Vendors" takes a detailed look at the worldwide oscillator industry. ABI has been tracking the quartz oscillator market since 1991. The wireless market will continue to be critical to suppliers of complex oscillator modules. The sector represents 63% of the market for TCXOs, 41% of that for OCXOs, 36% of the market for VCXOs, and 41% of the VCO market (also included in the study). Wired telecommunications also continue to play an important role with 41% of the market for VCXOs and 17% of that for OCXOs. Meanwhile, producers' responses to integration of oscillator modules continue to vary. "You have one camp investing more in developing ever-smaller, less expensive surface mount oscillators which consume little power while others are abandoning high volume markets and concentrating on developing and niche applications," said Andy Fuertes, senior analyst with ABI. "Design outs rarely occur in first or even second generation product designs. Thus, proponents of this view believe that they can maintain growth and profitability by remaining ahead of the integration curve. Yet other producers intend to avoid designs by integrating oscillator modules into subsystems themselves." SOURCE Allied Business Intelligence CO: Allied Business Intelligence ST: New York, California IN: CPR FIN SU: SLS 05/20/98 08:54 EDT prnewswire.com