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Technology Stocks : PC Sector Round Table -- Ignore unavailable to you. Want to Upgrade?

To: Yogi - Paul who wrote (1410)	1/27/1999 3:25:00 PM
From: Mark Oliver	Respond to of 2025

<I'd be interested in your opinions of Broadcom and GMH (Hughes).> I should have an opinion on Broadcom, but don't. They've done very well and seem to be ready to supply all the key chips for the coming fast networks. I thought they were too high, but then thhey went higher. Old story. Their earnings report was very impressive. <Delighted to read of your position in T as I too have pumped some big league bucks into the old lady over the last few months.> I bought some T leap options when they announced TCI. Doing well there. Decided to add shares last week thinking they'd make the push over $100 now that they've hit this level. <GMH seems to be wedging their foot into the consumer door with the Primestar purchase in hopes of getting 21st century internet access business by default. Don't have a position there. > I don't like the single direction feature. Having to uplink through the phone is limiting especially when you get more people who can take information such as video conferencing. I also doubt that they can handle the support, and I don't understand how they would be a ISP. There is a VSAT based 2 way service that could be interesting, but the TV dish seems to be limited in my view. I'll check out your site. Does it mention anything about 2 way? Regards, Mark

To: Yogi - Paul who wrote (1410)	1/27/1999 4:18:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

Yogi, this is the wild card. I have a little stock in PCTV, which has been a disappointment, but they've been going up steadily since NEXTLINK's acquisition of WNP Communications. I think LMDS will be a player. Regards, Mark Leading Executives From AT&T Wireless and NEXTLINK Headline Broadband Wireless World Forum -- Discussing Recent Blockbuster Deals & Issues In Broadband Market PR Newswire - January 27, 1999 15:36 SAN FRANCISCO, Jan. 27 /PRNewswire/ -- Shorecliff Communications Inc. today announced that Margaret Marino, Vice President, Network Development, NEXTLINK Communications, Inc. (Nasdaq: NXLK), and Laurence Seifert, Senior Vice President of the Local Technologies Group, AT&T Wireless, will headline the 1999 Broadband Wireless World Forum. Marino will discuss NEXTLINK's recent $695 million acquisition of WNP Communications, Inc. NEXTLINK, founded by Craig McCaw, is one of the nation's leading CLECs, and has become the largest owner of LMDS wireless spectrum in North America, covering approximately 95 percent of the top 30 markets in the United States. Seifert will discuss Project Angel, the AT&T initiative to break into the residential local exchange market utilizing fixed broadband services. Among the issues that will be explored at the 1999 Broadband Wireless World Forum are: -- Speed to market: Understanding Deployment Rate of Competitive Access Technology -- Broadband Wireless in the Enterprise Market -- Capital Markets and the Broadband Perspective -- Understanding End-User Requirements and Selection Criteria for Broadband Service -- Access Technology: Availability, Standards, Trial Results -- Market entry as a CLEC -- New Spectrum Opportunities: US and Canada -- Calibrating Quality of Service (QOS) -- Instead of Service Bundling -- with Price The show is co-sponsored by the Personal Communications Industry Association (PCIA) and its newly formed Wireless Broadband Alliance (WBA) and the Canadian Wireless Telecom Association (CWTA). Participating organizations include: Advanced Radio Telecom (Nasdaq: ARTT), Alcatel Fixed Wireless, Bosch Telecom, Cisco Systems (Nasdaq: CSCO), Lucent Technologies (NYSE: LU), Newbridge Networks (NYSE: NN; TSE: NNC), Nortel Networks, Teligent Inc. (Nasdaq: TGNT), and US West (NYSE: USW). The show will be held February 22-23, 1999, at the San Francisco Marriott. Individuals interested in exhibiting at, sponsoring, speaking or attending the 1999 Broadband Wireless World Forum should call 1-800-608-9641 or visit the website at www.scievents.com. About Shorecliff Communications, Inc. Shorecliff Communications (www.scievents.com) is a leading producer of highly specialized educational conferences for executives in the wireless telecommunications, communications infrastructure, broadband wireless, gaming, resort finance and health care industries in the US and Latin America. In addition, Shorecliff develops event properties and custom publishing ventures in partnership with corporate clients and sponsors. SOURCE Shorecliff Communications Inc. /CONTACT: Noreen Allen of The DEM Group, 610-992-0889, or e-mail, noreen.allen@demgroup.com, for Shorecliff Communications, or Andrea Downs of Shorecliff Communications, 949-443-3735, ext. 208, or e-mail, adowns@scievents.com/ /Web site: scievents.com