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

To: Bernard Levy who wrote (132)	5/4/1999 7:28:00 AM
From: transmission	Read Replies (1) \| Respond to of 1860

NXLK reach in LMDS is not 95% of US as CSFB stated. NXLK uses some figure like 95% potential reach within the markets it won and bought. In terms of MMDS suppliers CAMP is no. 2 downcoverter manufactur after an older private Burlington IA concern named Conifer. Third guy Pacific Monolithics went belly up few months ago when deal with Hybrid Networks of Cupertino who makes the 1 way and 2 way modems most MMDS HSA operators use to date. Hybrid has had its own post IPO problems as it bet ranch in 1996-7 well before the IXC horses raised the stakes. Com21 talks about coming into modem market, Motorola has made some stuff for WIRL who has tested/used WCS for return path. In terms of transmitting, government gives licenses a 35 mile radius PSA but one way reach can go to 50 miles and allowed if you have BTA rights and don't increase interference with adjacent licensee. Return cells have yet to really be built much but transceiver receiving hubs may be required every 8-10 miles or so though 10-15 would be preferred and in end will be function of customer density and shared bandwidth. The Poconos are home to transmit manufacturers Commwave nka Thomcast and Emcee Broadcast Products and Pittsburgh to ITS nka ADC Telecom. Later at NAB had a prototype transceiver and private label upcoverter but I don't think has marketed yet. What exactly ADAP plans in MMDS is new news but one concern that has been on bleeding edge of sectorization is Spike Technologies of Nashua NH which at different times has used Lan City and Integrity for modems among possibly otheres. Spike early on wanted a revenue share versus pure supply relationship and in US did not get many orders but it and lleade antenna maker Andrew know more about this sectorable part than anyone. Net net is blue sky with no sustainable rain making in 90's has made suppliers weak and promise of things like OFDM from Clarity now Cisco need to be proven by orders from FON & WCOM (if it does not shift to cable or other wireless first).

To: Bernard Levy who wrote (132)	5/4/1999 12:20:00 PM
From: SteveG	Respond to of 1860

Hi Bernard- <..but isn't Videotron in the process of rolling out the 2-way MMDS equipment manufactured by CAMP?..> They just announced a contract - we'll see if the tech works and how quickly it is deployed. I know that CNCX currently resells the two-way Wavepath 5GHz university-related spectrum (in SF, that they bill as wireless DSL, I think because they use some FDM algorithms, presumably without SiGe - do you know anything about this?), but I understand this is a special case. <..The main problem for 2-way MMDS is dealing with a frequency reuse factor in the range of 4 to 7, and sectorizing cells to deal with this problem...> Is there any interference with MMDS (I think it is near-LOS at best) such that reuse is across a range and efficiency is more challenging than with PP or even PMP? <..It is easy to see that the development of a scalable architecture is a major hurdle...> Thanks for these insights. <..However all these options create difficult tradeoffs when trying to find a good system architecture...> Do they also use some form of CDMA then (in addition to FDMA)? As always, thanks for your high SNR contributions, Bernard.