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

To: wonk who wrote (135)	5/4/1999 12:33:00 PM
From: SteveG	Read Replies (2) \| Respond to of 1860

Hi ww, <..The only way to even SWAG this is with two full blown DCFs, which would then be correlated with the comp sales...> Do you really think there will be significant differences in take rates for two seemingly comparable data exchange technologies (presumably transparent to end users with differential and comparable QoSs)? Seems assuming near term availability in both technologies, the differences will be in ROI, and could easily be quantified and compared. I've put this out for analyst comment, so hopefully will see what some of the guys following this field have to say. <..basically made the presumption that 200 MHz at 2.5 GHz was equivalent to 1150 MHz at 28 Ghz and used the LMDS auction as a comp sale. (Given my first paragraph we probably could get into a wonderful debate as to the reasonableness of that presumption)..> I'd go with the LMDS for argument sake, but question the bandwidth equivalence of a LOS technology versus one with possible (likely?) cross-signal interference. <..gets pretty close to what WCOM paid for CAI..> Interesting. <..a common sense argument would be that the actual worth of "encumbered" spectrum at 2.5 Ghz would be far less than the math would suggest as compared to free and clear spectrum at 28 or 38 GHz...> Thanks WW for bringing up many of the salient comparison points. I'll report back anything I hear from snooping around on this further.