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

To: SteveG who wrote (7661)	8/11/1998 1:19:00 AM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Hi Steve: As was noted by G-B on Yahoo, 4 DS3 amounts to 180Mb/sec. Per 100MHz of bandwidth, this means 1.8 bits/Hz/sec, so that Hughes P-MP equipment must be using QPSK, like the Nortel and Lucent equipment. The P-Com equipment will be much more performing. However, I believe Hughes excels on the wireless ATM software side. It is interesting to see that Winstar has picked vendors with distinct strengths. Obviously WCII is trying to find a winning combination. One element of the P-Com/Siemens and Hughes ammouncements bothers me. These two announcements mention that the Siemens/PCom and Hughes P-MP equipment will be integrated in the Washington testbed in November. Does this mean that P-MP services will be rolled out in other markets only well into 1999? Best regards, Bernard Levy

To: SteveG who wrote (7661)	8/11/1998 2:17:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

Reply to (unless/until you are officially here on SI <g>) Yahoo's G-B post: messages.yahoo.com@m2.yahoo.com <..Is the T-0...> First, not sure exactly what you mean by "T-0". If you are referring to the T-carrier system classification (T-1 and T-3), and the corresponding digital signaling (DS) classification of digital circuits as in DS0, DS1 and DS3, I know it seems intuitive that there would be a T-0, but there isn't. Tradition has "DS" referring to the rate of the signal, whereas "T-" was used to refer to the equipment used to transmit it (contrast with the old analog N-carrier system). And though DS1 and T1 are used these days interchangeably representing the signal rate of 1.54Mbps, and DS3 and T-3 both used to represent a 44.7Mbps signal, the 64kbps DS0 classification has no corresponding T terminology. Or did you mean something else here? In any case, I'll assume this is what you meant and continue. <..reduced to the effective data rate of ~53 kbps as a result of SS7 stripping?..> Well, starting with a 64kbps line and assuming optimal line conditions (big assumption), and an analog modem, you have 1/8 bits used for parity checking, so this leaves 56Kbps. The signal sent is PCM analog, which requires being A/D'd (causing retransmission errors). With two A/Ds (one on each end) the Shannon limit of the channel is considered to be around 35Kbps. But if the receiving end is digital (as with many ISPs), it can skip a conversion and you can get up to 53Kbps. <..(After all, the ATM packet is self-routed.)..> Very few T1s are ATM based. LU has been selling their enterprise-based Yurie ATM product, but this is still largely uncommon these days. BTW, as can be confirmed above, the 53Kbps is not related to ATM's 53 byte cell size. Regarding analyst models - fwiw, Bill R said that the cost of P-MP would be handled by about $40 /month - less than the cost of a typical DS0. The reason many WCII analysts haven't added a HBW data revenue component is that they come from telecom and they don't get data. After speaking with them, they agree a data revenue number makes sense. We may see one or two cowboys brave out, before the herd follows on this. Still, doesn't mean it's not fully reasonable to consider currently. Will P-MP work for voice? We could just take out ALL onnet revenue projections until it is working and generating revenue in many cities. And QoS bit rate or even per bit (doubt THIS'LL ever happen) pricing would STILL get you significantly higher current DCF valuations. Well, beat this horse enough (for tonight anyway). Steve