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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: RTev who wrote (22463)	5/10/1999 2:46:00 PM
From: Teflon	Respond to of 74651

RTev, Let me look into it...eom Thanks, Teflon

To: RTev who wrote (22463)	5/10/1999 2:52:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 74651

The simple answer is probably the following: Some people don't know their stock symbols. This happens quite often when news is announced and companies have similar stock symbols or investors pick a symbol that looks like it would belong to the company in question but it isn't.

To: RTev who wrote (22463)	5/10/1999 3:01:00 PM
From: Teflon	Respond to of 74651

RTev, very interesting stuff we have here: I thought this business sounded familiar...NXLK is primarily a LMDS wireless business that also owns/leases fiber lines in certain major cities in the US. One of the interesting little tidbits I found was the following: "During the first quarter of 1999, NEXTLINK added to its rapidly expanding market base by launching service in San Diego. NEXTLINK intends to offer *service in Seattle* and Washington D.C. by mid-year 1999 and in Newark, Detroit, Boston, Phoenix, and Houston by the end of 1999. NEXTLINK's goal is to continue its expansion into local markets and to serve markets with 27 million addressable business lines by the end of 2000." LMDS is at the 28GHz band in the wireless spectrum. This is untested wireless technology that will require heavy cap ex during the buildout of the cell sites in each City, with each cell site approximately 2 miles in diameter. Many companies are looking to use this technology for backbone services only while relying on wireline technologies to access the customer. Winstar, for example, uses the 38GHz spectrum for its service and Nextel operates at the ~2GHz spectrum. Winstar does not utilize its frequence for point to multipoint service as NXTL does since its spectrum is too high (requires much smaller cell zones). I think it's a stretch to think MSFT would invest in LMDS technology, at least not until it proves itself in the market place. Who knows, though, in today's market anything is possible. MSFT may not want to wait until the technology is proven effective. Teflon