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Technology Stocks : Advanced Radio Telecom (ARTT) -- Ignore unavailable to you. Want to Upgrade?


To: SteveG who wrote (516)3/25/1999 10:57:00 PM
From: SteveG  Respond to of 1176
 
***OT*** fwiw, interesting analysis of PCS reauction from BTAB's VERY sharp wireless telecom analysts, Jeff Hines and Bo Fifer

starting with:

Message 8533235



To: SteveG who wrote (516)3/26/1999 7:48:00 AM
From: GVTucker  Read Replies (1) | Respond to of 1176
 
Steve, RE:<<Note that though ARTT is mentioned, BTAB's current DCF for ARTT is not given. >>

Using a 25% discount rate, Bo estimates the 10 yr DCF for ARTT at $14 today. Bo has also noted that with financing in place, you could justify a lower discount rate, say 20%, which would translate to a $20 stock price.



To: SteveG who wrote (516)3/26/1999 1:00:00 PM
From: Peter Ecclesine  Read Replies (1) | Respond to of 1176
 
Hi Steve,

wlana.com

explains FH and DS spread spectrum.

Glenayre uses lots of MHz to squeeze in 100Mbps, while IEEE
and ETSI are trying to standardize 20MHz channelization. Glenayre
hasn't described the details of their modulation enough to answer
your questions. ETSI and IEEE are standardizing up to 54Mbps as
an option involving 64QAM and rate 7/8 coding. Some optimists think
256QAM would give 100Mbps under benign conditions.

petere

RadioLAN used their UWB modulation across all three 100MHz
sub-bands to achieve their 100Mbps.