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


To: Bernard Levy who wrote (8196)9/9/1998 12:32:00 PM
From: SteveG  Read Replies (2) | Respond to of 12468
 
Hi Bernard-

Thanks for your comments. I was just tuned into ArrayCom.

What kind of increased antenna/equipment costs do you think we are talking about for this kind of significant increase in BW? Though most would not need anywhere near this kind of BW for a LONG while, surely there is an advantage in having the CAPABILITY for those who might need it and are willing to pay for it. I expect it is cheaper than fiber at $150K/mile plus O-E, which seems to seriously open up the large enterprise to BBFW.

That this came from Bell perhaps means that LU will be an early implementer?

In any case, from the bench to the shelf is likely several to many years off. I agree we are safe with current P-MP - I suspect at LEAST through to WCII earnings positive. Still, as you say, nice to know there are very smart folks focused here, and that there exists an established path to significant fixed BB wireless efficiency increases.



To: Bernard Levy who wrote (8196)9/9/1998 12:57:00 PM
From: Brian Coakley  Read Replies (1) | Respond to of 12468
 
Bernard, Thanks for your thoughts. From the press release it seems that this technology may not be ready for implementation, but it would be nice if it expanded WCII's spectrum by 10-20 times.

Best regards,

Brian

PS Have been lurking but don't have much to add.