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To: Kingpin who wrote (6765)	6/18/1998 12:17:00 PM
From: Steven Bowen	of 12468

Did you note the similarities between the "rumored" Infoseek/Disney deal and the rumored WinStar/BT deal? SEEK started running about two weeks ago on "rumored" news of almost the exact deal that was announced today (Disney buy in for a percentage of the company). SEEK ran from 22 to 35 on the rumors, and then gapped to 42 today on the news. Check out Bay Networks last week for another stock that ran on "rumors" of a deal, only to have the rumors become reality. I'm just pointing this out because I've heard a lot of talk that there couldn't possibly be a BT deal in the works because there are too many rumors out there. My guess is that the internet and chat rooms like this have totally changed every facet of investing, and have made it nearly impossible to keep any news/talks/dealings/etc suppressed. I still think that there is truth behind the BT rumors and expect we'll hear more on a deal with someone sooner rather than later.

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To: SteveG who wrote (6774)	6/18/1998 1:12:00 PM
From: Bernard Levy	of 12468

Hi Steve: What I said regarding bandwidth is the opposite of what you recall. 100MHz at 38Ghz equals approximately 70MHz at 24Ghz. I gave a detailed analysis in the following post on the TGNT thread: exchange2000.com Roughly speaking you are trading increased attenuation at higher frequencies against increased bandwidth which is used to decrease the BER through forward error correction. The TGNT smokescreen according to which 100MHz at 18Ghz is worth 400MHz at 24Ghz is a complete fraud. A fair trade would have been 125MHz at 24GHz. The Red Herring article on this subject really missed the boat. Spectral efficiency depends on the SNR available for the link. You can transmit approximately 4 bits/Hz with 16-QAM versus about 2 bits/Hz with QPSK. However, to achieve the same bit error rate, QAM needs a SNR which is about 6dB larger (this is the figure I recall, I might have to check it). Since the attenuation increases with the square of the frequency used, you can see that SNR tends to become lower at higher frequencies, which is why QPSK tends to be used. However, for antennas on rooftops the antenna gains are much higher than for the small dish residential antennas that will be used for LMDS, so that I would not be surprised if 16-QAM ultimately becomes feasible (in fact I believe P-COM's P-MP equipment will offer 16-QAM). Concerning sectorization, I do not think you can achieve as fine a sectorization with P-MP as with point to point. I know that the LU LMDS scheme uses 90 degree sectors. However, smaller sectors should be feasible for rooftop antennas. If you can find someone at Winstar which could handle technical questions, could you ask them if they are using any wireless ATM vendor different from Nortel (BNI included). I noticed that in addition to its Nortel equipment purchase, TGNT ordered the Airstar wireless ATM from Netro. Netro's web site is: netro-corp.com I am essentially trying to understand properly the P-MP equipment vendor alignments. Right now, we have a) Nortel with Broadband Networks b) Bosch Telecom with CSCO (based on last week's cooperation agreement). Note that Bosch Telecom will deploy a LMDS system in Buenos Aires. c) LU and Stanford Telecom? In this respect, Stanford Telecom has a deal to supply ATM wireless equipment to ALA, and Newbridge Networks just signed a partnership agreement with Stanford Telecom. d) Where does P-COM P-MP equipment fit in? They have a deal with an unnamed European company. What about Netro? I am trying to see how the P-MP equipment market will shape up, and if we can identify potential winners and losers. Winstar's view would be interesting. Best regards, Bernard Levy

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To: Bernard Levy who wrote (6790)	6/18/1998 1:57:00 PM
From: gdichaz	of 12468

Dear Bernard: Thanks. Very encouraging re financing. See that BT or other "partnership" would be helpful on the financing front. Re your previous post on microwave equip suppliers. Yes, they have been hit hard. I follow but without your depth of knowledge. (Own PCMS, PWAV and SPCT) The one with the best potential seems to be PWAV based on what I have found out so far. Do you have a view on the relative merits, or any comments, on the four? Respect.Chaz PS Still hoping you will be able to give an informed view on AFCI's brand new wireless approach for the last mile in the not too distant future.

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To: gdichaz who wrote (6791)	6/18/1998 2:20:00 PM
From: Bernard Levy	of 12468

*** off topic ** Hi Chaz: Regarding AFCI's new spread spectrum wireless offering, it is really targeted at voice and data at very moderate bit rates (this comment applies in fact to almost all WLL data systems under development). For current users of 56K modems, or for countries with limited telco infrastructure, this is fine, but over time, we will all need much fatter data pipes. For the last mile, fiber, cable modems, x-DSL, and satellite or terrestrial broadband wireless are the most attractive options in my opinion. Thanks for the comment regarding PWAV. I will look at them again. Many of the equipment makers I listed have potential negatives. For PCMS, the main uncertainty is how the P-P market will be affected by the emergence of P-MP, and how PCMS's new P-MP equipment will fare in its competition against Nortel, Lucent, Bosch, etc... For ANDW, their product line is rather boring, and it is conceivable that new architectures based on the use of fiber for backhaul of PCS signals might affect their antenna business. Best regards, Bernard Levy

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