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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: SteveG who wrote (98)	4/24/1999 2:52:00 AM
From: SteveG	Read Replies (1) \| Respond to of 1860

thread relevant excerpts from CSFB 4/23 Global Telecom Weekly: ...If we are disappointed by the implied valuation on OpTel, we have a buffer. We value Videotron's U.S. MMDS licences at C$30 million versus their C$100 million book value. Both Sprint and MCI WorldCom are buyers of MMDS spectrum. We note MCI/Worldcom's estimated US$ 414 mm purchase of the equity of CAI Wireless in addition to acquiring close to US$ 200 million of the company's bonds(CAI shares have risen fron the US$2 range to the current US$23 level). Moreover, Sprint U.S. has also been acquiring MMDS assets by acquiring People Choice TV Corp. for an estimated US$103mm.... and ...Hongkong Telecom plans to roll out multimedia satellite services beginning May 1999 which offers interactive contents mainly for corporate LAN systems across Asia, even in the absense of broadband cable infrastructure in most countries. The company has leased an undisclosed amount of C-band transponders from Asiasat-2, and intends to expand the service to standalone computers through extra Ku-band capacities...