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

To: wonk who wrote (10106)	1/21/1999 9:01:00 PM
From: SteveG	Read Replies (2) \| Respond to of 12468

Hi ww- And thanks again for your insights here. Care to take a stab at this previously discussed issue? "...So, given the same sized antennas (and is this a given, or are the antennas designed to be the smallest possible for whatever freq they carry?), you are saying that an increase in gain (but same SNR) MORE than offsets the reach attenuation? In the real world of antenna sizes (and the 28Ghz antenna he [Perry] displayed was small <12 inches dia.), and assuming same power out, since one way to deal with rain fade is increasing gain, wouldn't this offset 38's relative sensitivity to rain fade?.." from Message 7346188 and fwiw, though the following doesn't refer to fixed wireless, it does indicate a direction and support the consolidation theme, courtesy of Eric on the OMPT thread (a stock SSB got me back into last week - a #1 pick, as with DCLK - and acting very strong so far): "Bells Lagging on Wireless Lack of National Coverage Hurts Regional Companies" Message 7407647 Speaking of SSB, as many here know, the conference was really about broadband data. The RBOC's have a tremendous investment in their 300M+ miles of US copper that they plan to offer ADSL service over. As I've previously opined here, BBFW will take the majority of commercial HBW biz, and I think cable will win in the markets that it is available in. Further for MANY residential lines, ADSL will NOT work at all, and for many more, will not work work to spec. But that still leaves a lot of residential lines. Also, the current prohibitive pricing seems to be eroding, and there WILL be more significant uptake later in '99 and into the millenium (a point, BTW, I made repeatedly over the last two years on several xDSL threads, which upset a lot of folks there). In any case, Covad is an ADSL-CLEC IPO pricing sometime in the next couple of days, and it looks to have a very strong opening. I suspect this will catalyze further media and street attention on HBWLL. You can rarely get enough hot IPO shares to make a very big dent (unless it rockets like MKTW where 500 shares sees $50k), so fwiw as a sympathy play, I picked up some WSTL today.