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 : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: Rocket Scientist who wrote (4191)	8/9/1998 5:36:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 10852

Rocket Scientist: The main problem for the Skystation is that they plan to do in 2001 what is already being implemented by Winstar and Teligent now by using rooftop antennas. Teligent has 400MHz of bandwidth at 24GHz, WCII has about 750MHz at 38Ghz in all top 50 markets, and recent LMDS auction winners have 1.3GHz at 28Ghz. All these fixed wireless operators will rollout point to multipoint technology towards the end of this year, which will enable them to place buildings on-net at a cost of $4K per building. I would anticipate that both the infrastructure and operating costs of blimps are much larger. In any case, WCII and TGNT will already mature companies by 2001. WCII's management is full of ex-MCIers, and TGNT has an experienced management team lead by Alex Mandl. By comparison, the SkyStation's board is a who's who of European dilettantes with no real business experience. The way I look at it, in 2,001, there won't be any customers left for Skystation to sign up. Between fiber, cable, xDSL, and fixed and satellite broadband wireless operators, the broadband market will be completely accounted for. Best regards, Bernard Levy