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Technology Stocks : California Amplifier - 2 -- Ignore unavailable to you. Want to Upgrade?

To: Hiram Walker who wrote (1639)	5/16/1999 11:15:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 2267

Hi Hiram: Please accept my apologies, but I really like to look at issues in depth. Since Spike Technologies did a lot of work with CAI Wireless, and CAI got bought by WCOM, it sounds to me that the pairing Spike + WCOM is a natural. I accept the pairing CAMP + BLS, noting however that BLS has not yet announced its plans regarding 2-way MMDS. So, the big payoff would be CAMP + FON. You are right that one big contract would do marvels for CAMP. Regarding LMDS equipment, there is more actually that NT, LU, CSCO + Bosch Telecom. Other equipment suppliers include NN + STII, Siemens + PCMS, as well as Hughes Networks. On the wireless networking side, add Netro (which is used by LU, and perhaps NT) and Ensemble Communications (SteveG has posted about it on the BBFW thread). Best regards, Bernard Levy