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 : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: SteveG who wrote (579)	7/1/1998 8:39:00 AM
From: Frank A. Coluccio	Respond to of 5853

Steve, here's an interesting side bar concerning P-MP, and how it relates to an earlier initiative. About ten years ago I did a diligence review of this technology as it would be deployed in a service offering, only at the time it was called digital termination service, or DTS. The principal manufacturers were Nippon (NEC) and the Rockwell Microwave Division, I believe. Same topology treatment, but different protocols and somewhat lower data rates used. One of the companies seeking equity treatment at the time was an Associated Group company (AGRPA), now the parent of Teligent... Their intent was to use multiple T-3 sprays from a central transmitter in a fan-out manner over a metropolitan area, using one of the demand assignment techniques (ATM hadn't been invented yet, least not the variant we know today). This approach by the Berkman empire was seen to be do-able at the time, but at the same time, it was way ahead of its time. FWIW, Frank C.

To: SteveG who wrote (579)	7/2/1998 1:55:00 PM
From: George Gilder	Read Replies (3) \| Respond to of 5853

Look, I've been writing about Winstar for four or five years and always mention them as the key up-spectrum player at 38 gig. However, I doubt that they are really 2 to 3 years ahead of Teligent. This business will depend on multipoint radios (as they call them to confuse you) and the bottom line is that Winstar still has only a few hundred wireless buildings up, many just T-1, and a separate set of point to point radios for each connection. I am a 38 gig enthusiast, don't get me wrong, but I'm afraid that for one reason or another Winstar has not exploited its lead.