Re: [WISPA] Unlimited bandwidth does not mean unlimited
Can you elaborate Travis. What do you mean by unlimited? If a sub downloads say 50 gigs in a month, do you not bother them unless they are impacting an ap, or do you let them keep on going? George Travis Johnson wrote: The unlimited model seems to be working for us for almost 10 years now (with high-speed wireless service). We have some customers that we have to call and explain how it works to them, but for the most part it runs great. They get what they pay for, 24x7. :) Travis Microserv Marlon K. Schafer (509) 982-2181 wrote: HAAA I was right again! The all you can eat idea is gonna HAVE to go out the window. If Comcast can't support the model neither can any of the rest of us. We now give people 6 gigs per month. No cut offs for going over, but there is additional billing... Marlon (509) 982-2181 Equipment sales (408) 907-6910 (Vonage)Consulting services 42846865 (icq)And I run my own wisp! [EMAIL PROTECTED] www.odessaoffice.com/wireless www.odessaoffice.com/marlon/cam - Original Message - From: Dennis Burgess - 2K Wireless [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, March 13, 2007 10:13 AM Subject: [WISPA] Unlimited bandwidth does not mean unlimited http://www.boston.com/business/personaltech/articles/2007/03/12/not_so_fast_ broadband_providers_tell_big_users/ Per some of the discussions that we have had on here, here is something that came across my desktop today. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- George Rogato Welcome to WISPA www.wispa.org http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Unlimited bandwidth does not mean unlimited
Unless they are causing a problem with other customers, we just let them go. 99% of the time the issue is an upload running (p2p, virus, etc.) but if they are just downloading, it's fine with me. Travis George Rogato wrote: Can you elaborate Travis. What do you mean by unlimited? If a sub downloads say 50 gigs in a month, do you not bother them unless they are impacting an ap, or do you let them keep on going? George Travis Johnson wrote: The unlimited model seems to be working for us for almost 10 years now (with high-speed wireless service). We have some customers that we have to call and explain how it works to them, but for the most part it runs great. They get what they pay for, 24x7. :) Travis Microserv Marlon K. Schafer (509) 982-2181 wrote: HAAA I was right again! The all you can eat idea is gonna HAVE to go out the window. If Comcast can't support the model neither can any of the rest of us. We now give people 6 gigs per month. No cut offs for going over, but there is additional billing... Marlon (509) 982-2181 Equipment sales (408) 907-6910 (Vonage)Consulting services 42846865 (icq)And I run my own wisp! [EMAIL PROTECTED] www.odessaoffice.com/wireless www.odessaoffice.com/marlon/cam - Original Message - From: Dennis Burgess - 2K Wireless [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, March 13, 2007 10:13 AM Subject: [WISPA] Unlimited bandwidth does not mean unlimited http://www.boston.com/business/personaltech/articles/2007/03/12/not_so_fast_ broadband_providers_tell_big_users/ Per some of the discussions that we have had on here, here is something that came across my desktop today. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Unlimited bandwidth does not mean unlimited
The problem is not giving unlimited capacity. The problem is guaranteeing the customers promised perception of speed. Charging per MB or GB transferred does not necessarilly solve the problem. A Denial Of Service type attack or port scanner type appication, can bring a network down to its knees, even with only 32 kbps of data transfer. More and more diverse type applications are being used on the net. What if someone wants a busy news feed for example? Sure this can be partially solved by a Acceptable Use Policy. But my point is its going to get tougher than just tracking the GBs transferred. It might be a requirement to charge people for exceeding PPS limits. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: George Rogato [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 3:37 AM Subject: Re: [WISPA] Unlimited bandwidth does not mean unlimited Can you elaborate Travis. What do you mean by unlimited? If a sub downloads say 50 gigs in a month, do you not bother them unless they are impacting an ap, or do you let them keep on going? George Travis Johnson wrote: The unlimited model seems to be working for us for almost 10 years now (with high-speed wireless service). We have some customers that we have to call and explain how it works to them, but for the most part it runs great. They get what they pay for, 24x7. :) Travis Microserv Marlon K. Schafer (509) 982-2181 wrote: HAAA I was right again! The all you can eat idea is gonna HAVE to go out the window. If Comcast can't support the model neither can any of the rest of us. We now give people 6 gigs per month. No cut offs for going over, but there is additional billing... Marlon (509) 982-2181 Equipment sales (408) 907-6910 (Vonage)Consulting services 42846865 (icq)And I run my own wisp! [EMAIL PROTECTED] www.odessaoffice.com/wireless www.odessaoffice.com/marlon/cam - Original Message - From: Dennis Burgess - 2K Wireless [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, March 13, 2007 10:13 AM Subject: [WISPA] Unlimited bandwidth does not mean unlimited http://www.boston.com/business/personaltech/articles/2007/03/12/not_so_fast_ broadband_providers_tell_big_users/ Per some of the discussions that we have had on here, here is something that came across my desktop today. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- George Rogato Welcome to WISPA www.wispa.org http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
[WISPA] A new tower for WISP and Cell Carrier?
I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Unlimited bandwidth does not mean unlimited
Thats the way I do it as well. Travis Johnson wrote: Unless they are causing a problem with other customers, we just let them go. 99% of the time the issue is an upload running (p2p, virus, etc.) but if they are just downloading, it's fine with me. Travis George Rogato wrote: Can you elaborate Travis. What do you mean by unlimited? If a sub downloads say 50 gigs in a month, do you not bother them unless they are impacting an ap, or do you let them keep on going? George Travis Johnson wrote: The unlimited model seems to be working for us for almost 10 years now (with high-speed wireless service). We have some customers that we have to call and explain how it works to them, but for the most part it runs great. They get what they pay for, 24x7. :) Travis Microserv Marlon K. Schafer (509) 982-2181 wrote: HAAA I was right again! The all you can eat idea is gonna HAVE to go out the window. If Comcast can't support the model neither can any of the rest of us. We now give people 6 gigs per month. No cut offs for going over, but there is additional billing... Marlon (509) 982-2181 Equipment sales (408) 907-6910 (Vonage)Consulting services 42846865 (icq)And I run my own wisp! [EMAIL PROTECTED] www.odessaoffice.com/wireless www.odessaoffice.com/marlon/cam - Original Message - From: Dennis Burgess - 2K Wireless [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, March 13, 2007 10:13 AM Subject: [WISPA] Unlimited bandwidth does not mean unlimited http://www.boston.com/business/personaltech/articles/2007/03/12/not_so_fast_ broadband_providers_tell_big_users/ Per some of the discussions that we have had on here, here is something that came across my desktop today. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- George Rogato Welcome to WISPA www.wispa.org http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. Frank - Original Message - From: [EMAIL PROTECTED] To: wireless@wispa.org Sent: Wednesday, March 14, 2007 11:19 AM Subject: [SPAM] [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] A new tower for WISP and Cell Carrier?
A tower to support a cell carrier would easily approach $100,000 Thank You, Brian Webster -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Wednesday, March 14, 2007 11:19 AM To: wireless@wispa.org Subject: [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
At 11:43 AM -0400 3/14/07, Frank Watts wrote: First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. I suspect this might get a better reception by cell carriers due to the location, but that won't really be my problem so much as the customer's problem to solve (if they go down this path). However, I do know that often cell phone companies work with brokers who scout out sites for them and make recommendations. That helps since you're not trying to communicate with them directly. Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
At 10:53 AM -0500 3/14/07, JohnnyO wrote: 15K seems awful low for a tower on top of a mountain. You can build a 100ft Rohn45/Rohn55 for 15k - on flat / level land where there aren't any major challenges Then again - No Cell carrier I know of would go on such a tower. What kind of tower are you wanting to put up ? Guy'd / Freestanding ? Guy'd in this case. Soil Conditions ? Rocky / Sandy / Loose dirt ? Hard clay ? Hard soil (clay and rock are prevalent in that area, though I don't know about this particular site yet). My previous proposed tower location (which we ended up not needing, at a different site) had easy to work with ground (former farmland on the top of a broad hill). several good points snipped for brevity What I am trying to make you realize is that you'll be looking at anywhere from 40k - 60k to get this done... With a hope and a prayer on picking up a carrier - that's a ton of $$ to throw out there Okay, this is good feedback...and I feel (appropriately) chastised ;-). Putting a tower up at this location is clearly vastly different than what I was looking at doing before. I really appreciate the response (and feel like, if I'd thought about this just a bit more, I should have realized how different this would be). Thanks for the responses! Chuck JohnnyO APGWireless, LLC -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Frank Watts Sent: Wednesday, March 14, 2007 10:43 AM To: WISPA General List Subject: Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier? First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. Frank - Original Message - From: [EMAIL PROTECTED] To: wireless@wispa.org Sent: Wednesday, March 14, 2007 11:19 AM Subject: [SPAM] [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- No virus found in this incoming message. Checked by AVG Free Edition. Version: 7.5.446 / Virus Database: 268.18.11/721 - Release Date: 3/13/2007 4:51 PM -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
Chuck, My first impression of the situation is that your customer is seeing dollar signs because he has heard cell companies pay big bucks to locate on towers but does not actually realize all the costs associated with such a tower that a cell company might possibly locate on. I have seen this kind of mentality on numerous occasions. Also, just because there is no cell coverage on a mountain top does not justify the cell companies locating anything there. As others have pointed out if it is a good location for you then you should just put up something for your equipment and leave it at that. Just my thought. Regards, Dawn DiPietro [EMAIL PROTECTED] wrote: At 11:43 AM -0400 3/14/07, Frank Watts wrote: First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. I suspect this might get a better reception by cell carriers due to the location, but that won't really be my problem so much as the customer's problem to solve (if they go down this path). However, I do know that often cell phone companies work with brokers who scout out sites for them and make recommendations. That helps since you're not trying to communicate with them directly. Chuck -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] A new tower for WISP and Cell Carrier?
First off, reception is not a good gauge. There are many factors that play into whether or not you can attract a carrier. High spots used to be the king locations, but now due to loading issues, and frequency re-use they are not always the premier spots anymore. No one in the business is building on spec anymore - but if you have the capabilty - and are going to build a tower anyways, it CAN be a good idea to overbuild so that a carrier can be supported. If I was looking at it, I would spend some time looking at the spot objectively, look at who is licensed to provide service in that area, and contact their TECHS. The field people. They often know more about build out plans than anyone. Make sure you sign it also. BIG signs. Cost? You can find SSVMW's for free - you take down and put up where you want. Concrete can be expensive, on a carrier class SSV tower you can use starting at 50 yards of concrete, with drilled piers. With the rebar, someone to drill the piers, crane service, you are quickly looking at 45K plus, and that is doing it on the cheap. - Original Message - From: [EMAIL PROTECTED] To: wireless@wispa.org Sent: Wednesday, March 14, 2007 10:19 AM Subject: [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Clearwire stock dropping
Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
Cell carriers normally use site acquisition people, contract most of the time. Not brokers. Another thing that prevents them often from considering smaller companies towers is agreements they have with the larger companies. As an example, we have agreements with two carriers - flat rate prices, for up to X number of towers. When the site acq people need a site and it is between me and someone that they do not have an agreement, they will call me. Up in NY right now, you have General Dynamics building out the new statewide wireless program, (SWN) and they are looking at LOTS of spots. LOTS of spots. We have them going on a number of sites, including fairly close to you. Time to jump is now - they are working the state from west to east, and I assure you they are already doing the Stueban county area, just to the west. As an aside, SIGN the sites! Even if you don't have a tower, hang a sign on the fence WIRELESS TOWER SITE AVAILABLE. Too often it comes down to the site acq guy climbing over the fence, knocking on doors, etc. Also one may want to get FAA clearance on the site. This puts the site in the FAA database, one more tool that the site acq guys use. - Original Message - From: [EMAIL PROTECTED] To: Frank Watts [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 11:15 AM Subject: Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier? At 11:43 AM -0400 3/14/07, Frank Watts wrote: First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. I suspect this might get a better reception by cell carriers due to the location, but that won't really be my problem so much as the customer's problem to solve (if they go down this path). However, I do know that often cell phone companies work with brokers who scout out sites for them and make recommendations. That helps since you're not trying to communicate with them directly. Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Brad Belton wrote: Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? I think you are asking the wrong question. The real question is how long the incumbents will let Clearwire take their market share, which has already passed 10% in half of their markets. -Matt -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Clearwire stock dropping
On Wed, 14 Mar 2007 11:55:31 -0500, Brad Belton wrote Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue. AND, they have 664 million debt, too. If they stopped building out and concentrated on sales, I don't know, and nobody seems to know, how much the'll be spending. In other words, nobody seems to know how much of this spending is fixed cost and how much is expansion. Their own claim, is that expenses are near 300 million annual. However, they're apparently not concentrating on market growth, as annual sales only went from 67 to 100 million for all of '06. I read elsewhere that almost all of that growth is due to equipment sales, not customer sales. Then the next article contradicts that. http://biz.yahoo.com/seekingalpha/070308/29050_id.html?.v=2 http://www.fool.com/investing/value/2007/03/12/clearwire-burns-cash-churns- investors.aspx?source=eptyholnk303100logvisit=ynpu=y http://www.marketwatch.com/news/story/clearwire-shares-pummeled-path- profit/story.aspx?guid=%7BBFAAD8AC%2D3B2E%2D48D4%2DA100%2DDCEC9ACDCAE4% 7Dsiteid=yhoodist=yhoo Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Actually, it appears they could make money. But the question is, will they stay for ever in the build out mode and spend themselves totally out of money, without marketing to and finding enough customers to pay the bills? I had a potential investor, who was the opposite mind of the CLWR management, who insisted that I not expand to any of my yet not deployed but originally planned sites until I had completely maxed out capacity on everything now in place. Oddly enough, the more sites I have in strategic locations, the greater success I have at potential customer's sites. Then again, I'm not just putting up every location I can find. I figure I can't expect to get more than 3% market penetration in the areas where DSL and/or cable exist, and probably less, and not more than 30% where I'm the lone provider. With a target size of 600-1100 customers in the next 3 years, this means I have to either target 4000 residences with nothing else available, or 40,000 where there's competition. There's more than 4000 homes in the area I'm willing to expand to. The trick is that many of them are isolated areas of a 1, 5, 30 square miles, and we have to continue to do inexpensive expansions to hit those areas. I have a good 1/2 of those covered now, and we're going to add the next 1/4 this spring. If I have 1000 customers, I'll have about $40K a month rolling in, with fixed expenses (not including wages and labor) of about 10%. So, does Clearwire's model sound better than mine, when it comes to likelyhood of survival? Mark Koskenmaki Neofast, Inc Broadband for the Walla Walla Valley and Blue Mountains 541-969-8200 -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Market forces dictate that Tom. Sure there are lots of companies that don't make a profit and have some relatively high stock prices. But the market forces are that if a company is not a viable eventual profit maker, then people sell those shares and the price goes down. If the price goes down the next time the company goes to sell shares to raise capital or wants to use its stock as collateral it's pickings are pretty slim. Most of the equity a major shareholder has, is in stock, if the price goes down the major shareholder takes a hit. So the short story is, a company can not expect to survive based on stock price alone, they have to perform , either turn a profit, or lower losses and get closer to an eventual profit. Tom DeReggi wrote: Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue. What is interesting is that year over year their revenue is currently growing at 125%, but their expenses are growing at 43%. -Matt -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Clearwire stock dropping
Nothing, and why I feel the way I do about the stock. I believe CLWR will bounce back up, but will ultimately slide downward until profits are realized. No stock has ever been able to hold value without realizing profits at one point or another. Why should CLWR be any different? People invest into companies because they believe the company is solvent and profitable or will be before they need or want to sell. This isn't to say there isn't ample opportunity for investors to profit on the buying and selling of a stock during these periods. Eventually the shorts will get a hold of it and the stock will only continue to drop until profits are realized. Even then we've seen stocks continue to drop even after they become profitable. There are no guarantees! The bottom line after all the good news, bad news, market swings etc. The company needs to make a profit in order to sustain value long term. Many believe CLWR's profitability future is unclear at best. The swings you see on many IPOs are due to the market makers timing their in's and out's taking profits when they can. As they say for every buyer there is a seller, but that doesn't always work the other way around. I certainly have a few shares of various companies over the years that I'd love to sell, but no buyers are to be found. sigh Like I said before, I'm hoping CLWR does well and McCaw brings the company into the black...I just don't see it happening. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 1:47 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Matt Liotta wrote: wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue. What is interesting is that year over year their revenue is currently growing at 125%, but their expenses are growing at 43%. -Matt Based on their GAAP accounting method and what silo they are putting expenses and revenues in. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
On Wed, 14 Mar 2007 14:09:20 -0400, Matt Liotta wrote wispa wrote: Ok, Clearwire expects to continue to build out. They expect to spend 1.1 billion, and market hacks expect them to triple the customer base over the next year or so. So, even next year, they're going to spend between 3 and 4 times their gross revenue. What is interesting is that year over year their revenue is currently growing at 125%, but their expenses are growing at 43%. -Matt It depends on who provides you the figures... It looks like they really can't lose unless they just spend themselves broke without aquiring more customers. I know they spent or spend big time around here, and for the most part, customer satisifaction has been rather mixed. I don't directly c ompete with them, except for a small overlap on the edge of what I consider to be my market, and from what the guy who tried to get hooked up with them told me, he's a whale of lot happier with me than them. Apparently not every technical hurdle has been overcome. Mark Koskenmaki Neofast, Inc Broadband for the Walla Walla Valley and Blue Mountains 541-969-8200 -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
At 12:35 PM -0400 3/14/07, Dawn DiPietro wrote: Chuck, My first impression of the situation is that your customer is seeing dollar signs because he has heard cell companies pay big bucks to locate on towers but does not actually realize all the costs associated with such a tower that a cell company might possibly locate on. I think that's likely to be an accurate assessment. They do need the cell coverage in the area...but I suspect the driver might be the dollar signs (not from anything I told them though). There is a reasonably sized small town that would be served by this if cell coverage did come though. Chuck I have seen this kind of mentality on numerous occasions. Also, just because there is no cell coverage on a mountain top does not justify the cell companies locating anything there. As others have pointed out if it is a good location for you then you should just put up something for your equipment and leave it at that. Just my thought. Regards, Dawn DiPietro [EMAIL PROTECTED] wrote: At 11:43 AM -0400 3/14/07, Frank Watts wrote: First of all just because you don't have a signal does not mean a cell carrier is waiting for you to put up a tower but that said I built a 120' Commercial tower back 3 years ago and total cost to build was around 50k. That was a tower to support cell and two way radio at 90mph wind load. I think most cell carriers are asking for 105mph load now days. I guess what I'm saying is I would build the tower you need for the wireless if you need it now. just a FYI I have 2 towers that are Cell phone ready in North Georgia for over 3 years now and no cell carriers in fact at one site a giant tower company built a tower 1/4 mile down the road and it has 4 carriers on it now and I never got a call and all my calls to the carriers went un answered. I suspect this might get a better reception by cell carriers due to the location, but that won't really be my problem so much as the customer's problem to solve (if they go down this path). However, I do know that often cell phone companies work with brokers who scout out sites for them and make recommendations. That helps since you're not trying to communicate with them directly. Chuck -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [SPAM] [WISPA] A new tower for WISP and Cell Carrier?
At 12:03 PM -0500 3/14/07, Blake Bowers wrote: Cell carriers normally use site acquisition people, contract most of the time. Not brokers. I used the wrong term (not being in the business). That's essentially what I meant. I've come across the site acq. people before. Another thing that prevents them often from considering smaller companies towers is agreements they have with the larger companies. As an example, we have agreements with two carriers - flat rate prices, for up to X number of towers. When the site acq people need a site and it is between me and someone that they do not have an agreement, they will call me. Up in NY right now, you have General Dynamics building out the new statewide wireless program, (SWN) and they are looking at LOTS of spots. LOTS of spots. We have them going on a number of sites, including fairly close to you. Time to jump is now - they are working the state from west to east, and I assure you they are already doing the Stueban county area, just to the west. As an aside, SIGN the sites! Even if you don't have a tower, hang a sign on the fence WIRELESS TOWER SITE AVAILABLE. Too often it comes down to the site acq guy climbing over the fence, knocking on doors, etc. Also one may want to get FAA clearance on the site. This puts the site in the FAA database, one more tool that the site acq guys use. Great ideas! Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Not to compare it to a skunk, but look at Vonage stock. Tanked quick despite their accounting methods. (Sure some of that was from the patent lawsuit, but it was fading before that). - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
George Rogato wrote: wispa wrote: It depends on who provides you the figures... People go to jail when those figures are wrong. Sometimes they do. The key to GAAP Accounting is that you have to be consistent. SO if in your first quarter you decide that hardware is in this column and advertsing is over there and customer care is in column D, you just have to continue that method. So in the case of a VoIP company that doesn't want spiffs, rebates or advertising to be calculated with customer acquisition, you count them all in different silos. The same works for att and VZ - advertising is the cost of doing business and is not factored in to any metrics. All depends on how the CFO decided to have the numbers looked at and maybe valued. - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Peter R. wrote: Not to compare it to a skunk, but look at Vonage stock. Tanked quick despite their accounting methods. (Sure some of that was from the patent lawsuit, but it was fading before that). - Peter Yeah, but Vonage also shot itself in the foot on IPO We will offer refunds if our stock goes down Was the stupidest thing for a company to ever say, was unheard of, especially when they renegeed and said they changed their mind and was not going to give a refund That stink will be with them for awhile. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
[WISPA] New WISPA Vendor Member - ValuePoint Networks
Please welcome another new WISPA Vendor Member - ValuePoint Networks. For many of us the challenge of meeting the goals of delivering the hotspot, hospitality, MDU and Muni Wi-Fi markets is a bit outside our normal realm. We are used to owning our infrastructure and selling Internet connections to a fixed customer base. The model of the Wi-Fi hotspot is now becoming a bigger part of our business. I am glad to see ValuePoint come on board with WISPA to help us meet these challenges and add these revenue opportunities to our bottom line. I know I am getting more requests every day from restaurants, hotels, city government, etc. to deliver solutions to them. I plan to call on ValuePoint for help in these areas of expertise and hope you will do the same. Here is a little information from David Grissom of ValuePoint: ValuePoint Networks supports hundreds of service and solution providers world-wide by providing a complete line of rugged, powerful, and highly reliable wireless products designed with the solution provider in mind. Simply put, ValuePoint's products do the job the others cannot, and for a price the others cannot match. Founded in 2002 to develop products designed specifically for hotspots and other public access venues, ValuePoint has quickly become a leader in this burgeoning space, and has expanded into other markets as well, such as industrial, WISP, MTU/MDU, and municipalities. With Rugged Access Points, Advanced Gateway Controllers, and Mesh Routers, shipping since early 2003, ValuePoint Networks' products are deployed today in thousands of venues around the world. Hotels, marinas, shopping malls, RV parks, MTUs, MDUs, and virtually every imaginable location are operated using ValuePoint Networks' renowned SuperAP, MultiAP, SuperMesh, and Gateway Controller products. ValuePoint offers our customers superior solutions at much lower price points, thereby minimizing your up-front capital investment. About Me: David A. Grissom 25 years in computer networking industry First half doing integration (Sytek(acquired by Hughes) and co-founded Cohesive Systems(acquired by Exodus). Second half building products (Wind River and ValuePoint Networks) 5 years building Wi-Fi (ValuePoint Networks) -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Isn't Clearwire's value irrelevent? If we have lots of extra money sitting around to invest, shouldn't we be investing it in ourselves for a higher return and less risk? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 1:15 PM Subject: RE: [WISPA] Clearwire stock dropping Nothing, and why I feel the way I do about the stock. I believe CLWR will bounce back up, but will ultimately slide downward until profits are realized. No stock has ever been able to hold value without realizing profits at one point or another. Why should CLWR be any different? People invest into companies because they believe the company is solvent and profitable or will be before they need or want to sell. This isn't to say there isn't ample opportunity for investors to profit on the buying and selling of a stock during these periods. Eventually the shorts will get a hold of it and the stock will only continue to drop until profits are realized. Even then we've seen stocks continue to drop even after they become profitable. There are no guarantees! The bottom line after all the good news, bad news, market swings etc. The company needs to make a profit in order to sustain value long term. Many believe CLWR's profitability future is unclear at best. The swings you see on many IPOs are due to the market makers timing their in's and out's taking profits when they can. As they say for every buyer there is a seller, but that doesn't always work the other way around. I certainly have a few shares of various companies over the years that I'd love to sell, but no buyers are to be found. sigh Like I said before, I'm hoping CLWR does well and McCaw brings the company into the black...I just don't see it happening. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 1:47 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives:
RE: [WISPA] Clearwire stock dropping
It's largely irrelevant to me as I don't own CLWR or have any immediate plans to own any shares. As for our industry I believe CLWR's value and performance could have some impact on future fixed wireless ventures public or private. Bankers and investors alike will look at CLWR and may be more inclined to think if McCaw couldn't pull it off with billions at his disposal how could the next guy? Let's just hope CLWR doesn't give the industry yet another black eye like Teligent and WindStar did. We still run into property owners/managers that are reeling from their dismal wireless experiences. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 3:26 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Isn't Clearwire's value irrelevent? If we have lots of extra money sitting around to invest, shouldn't we be investing it in ourselves for a higher return and less risk? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 1:15 PM Subject: RE: [WISPA] Clearwire stock dropping Nothing, and why I feel the way I do about the stock. I believe CLWR will bounce back up, but will ultimately slide downward until profits are realized. No stock has ever been able to hold value without realizing profits at one point or another. Why should CLWR be any different? People invest into companies because they believe the company is solvent and profitable or will be before they need or want to sell. This isn't to say there isn't ample opportunity for investors to profit on the buying and selling of a stock during these periods. Eventually the shorts will get a hold of it and the stock will only continue to drop until profits are realized. Even then we've seen stocks continue to drop even after they become profitable. There are no guarantees! The bottom line after all the good news, bad news, market swings etc. The company needs to make a profit in order to sustain value long term. Many believe CLWR's profitability future is unclear at best. The swings you see on many IPOs are due to the market makers timing their in's and out's taking profits when they can. As they say for every buyer there is a seller, but that doesn't always work the other way around. I certainly have a few shares of various companies over the years that I'd love to sell, but no buyers are to be found. sigh Like I said before, I'm hoping CLWR does well and McCaw brings the company into the black...I just don't see it happening. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 1:47 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I
RE: [WISPA] New WISPA Vendor Member - ValuePoint Networks
Marlon, Youre starting to sound more and more like the AOL audio log on message ... Welcome! Gino A. Villarini [EMAIL PROTECTED] Aeronet Wireless Broadband Corp. tel 787.273.4143 fax 787.273.4145 -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer (509) 982-2181 Sent: Wednesday, March 14, 2007 3:46 PM To: WISPA General List Subject: Re: [WISPA] New WISPA Vendor Member - ValuePoint Networks Welcome! Marlon (509) 982-2181 Equipment sales (408) 907-6910 (Vonage)Consulting services 42846865 (icq)And I run my own wisp! [EMAIL PROTECTED] www.odessaoffice.com/wireless www.odessaoffice.com/marlon/cam - Original Message - From: John Scrivner [EMAIL PROTECTED] To: wireless@wispa.org; [EMAIL PROTECTED] Sent: Wednesday, March 14, 2007 12:17 PM Subject: [WISPA] New WISPA Vendor Member - ValuePoint Networks Please welcome another new WISPA Vendor Member - ValuePoint Networks. For many of us the challenge of meeting the goals of delivering the hotspot, hospitality, MDU and Muni Wi-Fi markets is a bit outside our normal realm. We are used to owning our infrastructure and selling Internet connections to a fixed customer base. The model of the Wi-Fi hotspot is now becoming a bigger part of our business. I am glad to see ValuePoint come on board with WISPA to help us meet these challenges and add these revenue opportunities to our bottom line. I know I am getting more requests every day from restaurants, hotels, city government, etc. to deliver solutions to them. I plan to call on ValuePoint for help in these areas of expertise and hope you will do the same. Here is a little information from David Grissom of ValuePoint: ValuePoint Networks supports hundreds of service and solution providers world-wide by providing a complete line of rugged, powerful, and highly reliable wireless products designed with the solution provider in mind. Simply put, ValuePoint's products do the job the others cannot, and for a price the others cannot match. Founded in 2002 to develop products designed specifically for hotspots and other public access venues, ValuePoint has quickly become a leader in this burgeoning space, and has expanded into other markets as well, such as industrial, WISP, MTU/MDU, and municipalities. With Rugged Access Points, Advanced Gateway Controllers, and Mesh Routers, shipping since early 2003, ValuePoint Networks' products are deployed today in thousands of venues around the world. Hotels, marinas, shopping malls, RV parks, MTUs, MDUs, and virtually every imaginable location are operated using ValuePoint Networks' renowned SuperAP, MultiAP, SuperMesh, and Gateway Controller products. ValuePoint offers our customers superior solutions at much lower price points, thereby minimizing your up-front capital investment. About Me: David A. Grissom 25 years in computer networking industry First half doing integration (Sytek(acquired by Hughes) and co-founded Cohesive Systems(acquired by Exodus). Second half building products (Wind River and ValuePoint Networks) 5 years building Wi-Fi (ValuePoint Networks) -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] A new tower for WISP and Cell Carrier?
Depends what the Cell co puts in, I have seen small Cell sites around here on 80' and 100' poles Gino A. Villarini [EMAIL PROTECTED] Aeronet Wireless Broadband Corp. tel 787.273.4143 fax 787.273.4145 -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Brian Webster Sent: Wednesday, March 14, 2007 12:00 PM To: WISPA General List Subject: RE: [WISPA] A new tower for WISP and Cell Carrier? A tower to support a cell carrier would easily approach $100,000 Thank You, Brian Webster -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Wednesday, March 14, 2007 11:19 AM To: wireless@wispa.org Subject: [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Tom DeReggi wrote: Isn't Clearwire's value irrelevent? If we have lots of extra money sitting around to invest, shouldn't we be investing it in ourselves for a higher return and less risk? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband Actually, if you have lots of extra money sitting around - divest! Invest the money in other areas so you are cushioned. The Problem With Passion:Good entrepreneurs can be bad investors. http://www.inc.com/magazine/20070201/finance-wealth-management_Printer_Friendly.html Entrepreneurs are quick to reinvest profits back into their companies. But the key to retirement just might be outside investments. http://www.inc.com/resources/wealth/articles/20061001/lancaster.html Even the Big Boys invest internationally. Regards, Peter Radizeski RAD-INFO, Inc. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
[WISPA] clock
Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] A new tower for WISP and Cell Carrier?
When I was with ATT we budgeted $150k per 100' monopole... On 3/14/07, Brian Webster [EMAIL PROTECTED] wrote: A tower to support a cell carrier would easily approach $100,000 Thank You, Brian Webster -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] Sent: Wednesday, March 14, 2007 11:19 AM To: wireless@wispa.org Subject: [WISPA] A new tower for WISP and Cell Carrier? I've got a remote rural location where we're thinking of putting up a 100' tower on a mountain owned by a large customer. Turns out that location can see one of our existing networks, which is great. However, the customer has extremely poor (or non-existent) cell phone coverage and would like to use this as an opportunity to possibly support a cell phone carrier-and they are willing to pay for the tower if it's not 'excessively' expensive to do so. Now, I've got no experience putting up towers, though with the work I'd done for past potential towers, I've been estimating maybe $15K in costs for a tower that only needs to support a WISP (counting the cost of the tower, a local tower company to erect it, and zoning fees. If this is off base, I'm open to comments here too). Of course, I know even less about what a cell company might be expected to need than I do about tower construction. Can anyone give me reasonable budget numbers for a 100' tower that could support (from a loading standpoint) both a WISP (using, say, 3 120 degree sectors and a 3' back haul dish) and a cell company? If there's not enough information, just a reasonable estimate and the basis for it might help to decide if this is worth pursuing. If you're a vendor, please feel free to contact me (via email) off list. Thanks! Chuck -- --- Chuck Bartosch Clarity Connect, Inc. 200 Pleasant Grove Road Ithaca, NY 14850 (607) 257-8268 x108 Tell me not, in mournful numbers, Life is but an empty dream! For the soul is dead that slumbers, And things are not what they seem. A Psalm of Life, Longfellow -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
And the stock market has been kept alive by the U.S Federal Reserve printing too much money (inflation of the money supply) and by the yen carry trade where people borrow money at 0.5% in Japan and invest it into stock markets where they hope to make 20% in speculative profits. This carry trade is now unwinding (going into reverse) and with it, the world-wide stock markets and the U.S. sub-prime home mortgage market. http://www.kitco.com/ind/Laird/mar142007.html In short, we've been living in an overinflated asset bubble brought on by excessive world-wide Central Bank printing of money, too-low U.S. Federal Reserve Bank interest rates, excessive Wall Street greed, and unethical mortgage-banking industry practices. This trillion-dollar asset/liquidity bubble is now starting to deflate. Everyone better hang onto their hats... jack Tom DeReggi wrote: Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 9:37 AM To: Matt Liotta Cc: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Matt Liotta wrote: It seems premature to suggest that Clearwire is tanking. When you consider that an additional 4 million shares were issued and that the overall market is currently down, I think their stock has move as expected. I bought in at $20.68 and am quite happy with my position. -Matt Issuing the extra 4 million shares actually diluted the value of the stock. -- Jack Unger ([EMAIL PROTECTED]) - President, Ask-Wi.Com, Inc. FCC License # PG-12-25133 Serving the Broadband Wireless Industry Since 1993 Author of the WISP Handbook - Deploying License-Free Wireless WANs True Vendor-Neutral Wireless Consulting-Training-Troubleshooting Phone (VoIP Over Broadband Wireless) 818-227-4220 www.ask-wi.com -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] clock
There is a fix for Outlook also, you have to dl and run an app. Mark McElvy AccuBak Data Systems, Inc. -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 3:05 PM To: WISPA General List Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] clock
Yeah its really wierd, I changed my clock 4 times today to reflect the right time, and it keeps jumping back to the old time. I just unchecked the adjust for daylight savings button, to see if it helps. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Peter R. [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 3:05 PM Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] clock
Thats funny, didn't notice my clock off till just now. Is there something wrong with xp's clock? Tom DeReggi wrote: Yeah its really wierd, I changed my clock 4 times today to reflect the right time, and it keeps jumping back to the old time. I just unchecked the adjust for daylight savings button, to see if it helps. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Peter R. [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 3:05 PM Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] clock
oh yeah, time.gov usually has the right time :) George Rogato wrote: Thats funny, didn't notice my clock off till just now. Is there something wrong with xp's clock? Tom DeReggi wrote: Yeah its really wierd, I changed my clock 4 times today to reflect the right time, and it keeps jumping back to the old time. I just unchecked the adjust for daylight savings button, to see if it helps. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Peter R. [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 3:05 PM Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire stock dropping
Brad, Excellent Point. The industry clearly needs more successes, not failures. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 2:38 PM Subject: RE: [WISPA] Clearwire stock dropping It's largely irrelevant to me as I don't own CLWR or have any immediate plans to own any shares. As for our industry I believe CLWR's value and performance could have some impact on future fixed wireless ventures public or private. Bankers and investors alike will look at CLWR and may be more inclined to think if McCaw couldn't pull it off with billions at his disposal how could the next guy? Let's just hope CLWR doesn't give the industry yet another black eye like Teligent and WindStar did. We still run into property owners/managers that are reeling from their dismal wireless experiences. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 3:26 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Isn't Clearwire's value irrelevent? If we have lots of extra money sitting around to invest, shouldn't we be investing it in ourselves for a higher return and less risk? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 1:15 PM Subject: RE: [WISPA] Clearwire stock dropping Nothing, and why I feel the way I do about the stock. I believe CLWR will bounce back up, but will ultimately slide downward until profits are realized. No stock has ever been able to hold value without realizing profits at one point or another. Why should CLWR be any different? People invest into companies because they believe the company is solvent and profitable or will be before they need or want to sell. This isn't to say there isn't ample opportunity for investors to profit on the buying and selling of a stock during these periods. Eventually the shorts will get a hold of it and the stock will only continue to drop until profits are realized. Even then we've seen stocks continue to drop even after they become profitable. There are no guarantees! The bottom line after all the good news, bad news, market swings etc. The company needs to make a profit in order to sustain value long term. Many believe CLWR's profitability future is unclear at best. The swings you see on many IPOs are due to the market makers timing their in's and out's taking profits when they can. As they say for every buyer there is a seller, but that doesn't always work the other way around. I certainly have a few shares of various companies over the years that I'd love to sell, but no buyers are to be found. sigh Like I said before, I'm hoping CLWR does well and McCaw brings the company into the black...I just don't see it happening. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Tom DeReggi Sent: Wednesday, March 14, 2007 1:47 PM To: WISPA General List Subject: Re: [WISPA] Clearwire stock dropping Who says they ever have to make money, for their stock to hold or increase its value? And who says a profit needs to be made for a company to survive long term, when they are kept alive by the stock market? Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Brad Belton [EMAIL PROTECTED] To: [EMAIL PROTECTED]; 'WISPA General List' wireless@wispa.org Sent: Wednesday, March 14, 2007 11:55 AM Subject: RE: [WISPA] Clearwire stock dropping Correct and that I believe is what Matt's point is. Too early to kick CLWR to the curb for at least two reasons: (1) short term market downturn (2) additional 4M shares issued Both of these items can and often will soften a stock value. All that said I think $20 - $24 a share is ridiculous for CLWR. I expect CLWR will bump back up maybe even beyond the IPO price once the market bounces back. The smart money will jump ship saving their skin and the stock will turn downward from that point on. Clearwire has lost more than $460 million during its four-year existence. The company generates about $100 million in annual sales... Certainly McCaw can afford this type of bleeding, but for how long and more importantly how long will Wall Street wait to see the light at the end of the tunnel? Will CLWR ever bask in the sunshine? Long term I only see a decline in value unless they start producing profits real quick! CLWR isn't making any money and doesn't have a bright future of EVER making any money. Hope I'm wrong because a CLWR failure is a failure for fixed wireless as a whole. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL
Re: [WISPA] clock
In case everyone missed it, Congress in it's mighty wisdom changed the dates of Daylight savings time. It was normally due two weeks from now. Go to http://windowsupdate.microsoft.com to update your old skool windoze boxes. Most OS's just use NTP to keep up to date. Check with your OS update provider for further information. David Peterson Nexus Wireless USA On 3/14/07 7:45 PM, Tom DeReggi [EMAIL PROTECTED] wrote: Yeah its really wierd, I changed my clock 4 times today to reflect the right time, and it keeps jumping back to the old time. I just unchecked the adjust for daylight savings button, to see if it helps. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Peter R. [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 3:05 PM Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
[WISPA] Walmart RFID update
Hello Everyone Wanted to update you on our walmart rfid problem.We spent hours on monday trying to talk to someone on their rfid deployment team,we finally made contact.We were informed that it used the whole spectrum,had to run at full power and used circular polarity.They stated they were operating within the legal limits and could not change anything to help with our interference problem.I ask if they could turn off their equipment for 30 days to give us a chance to relocate to a new site.They agreed to two weeks which suprised me.When they turned it off all of our links instantly went back to working including the one inside their store at the eye doctors office.We start looking for a new site and equipment to install on it.Well today walmart calls us and say they want to work with us on the problem and they are sending a engineer to this store to check for a possible rogue piece of equipment and possibly trying to place some type of schielding between them and us IF we will QUIT posting info about this problem on broadband reports forum.I am amazed that they changed their whole attitude because of a little bad pr.Maybe we will be able to find a solution to the problem now that they seem willing to cooperate.Again thanks to everone who offered their advice on the situation. Ray Hill surfmore.net -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] clock
Outlook with Exchange Server is different, as opposed to Outlook by itself. Mark Nash Network Engineer UnwiredOnline.Net 350 Holly Street Junction City, OR 97448 http://www.uwol.net 541-998- 541-998-5599 fax - Original Message - From: Mark McElvy [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Wednesday, March 14, 2007 1:44 PM Subject: RE: [WISPA] clock There is a fix for Outlook also, you have to dl and run an app. Mark McElvy AccuBak Data Systems, Inc. -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Peter R. Sent: Wednesday, March 14, 2007 3:05 PM To: WISPA General List Subject: [WISPA] clock Tom, I think your PC or laptop clock is off. Did you ever reset or patch for Daylight Savings time this past Sunday AM? BTW, did anyone notice that recurring outlook appointments were messed up with the new DST? - Peter -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Walmart RFID update
Wow, so the bad PR worked, eh? When you meet their guy, let him know we just want to get along ;) - get his name number, invite him to dinner and make friends. It's always good to get a guy on the inside! On 3/14/07, Ray Jean [EMAIL PROTECTED] wrote: Hello Everyone Wanted to update you on our walmart rfid problem.We spent hours on monday trying to talk to someone on their rfid deployment team,we finally made contact.We were informed that it used the whole spectrum,had to run at full power and used circular polarity.They stated they were operating within the legal limits and could not change anything to help with our interference problem.I ask if they could turn off their equipment for 30 days to give us a chance to relocate to a new site.They agreed to two weeks which suprised me.When they turned it off all of our links instantly went back to working including the one inside their store at the eye doctors office.We start looking for a new site and equipment to install on it.Well today walmart calls us and say they want to work with us on the problem and they are sending a engineer to this store to check for a possible rogue piece of equipment and possibly trying to place some type of schielding between them and us IF we will QUIT posting info about this problem on broadband reports forum.I am amazed that they changed their whole attitude because of a little bad pr.Maybe we will be able to find a solution to the problem now that they seem willing to cooperate.Again thanks to everone who offered their advice on the situation. Ray Hill surfmore.net -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Walmart RFID update
Congratulations on the change of heart you've found in Walmart. Did you happen to mention to them that you were posting complaints about their system in the Broadband Reports Forums, or did they discover this themselves? They must (or should) have a search appliance dedicated to sniffing out the first malodorous whiffs of bad press. Now it's time, as RickG suggests, for the good PR. This thread is a start, as it's every bit as searchable as the forums! Best, -- Dylan Oliver Primaverity, LLC -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Walmart RFID update
Also report back what actually was done as I also have a walmart and a 900 system. You have a Good Day now, Carl A Jeptha http://www.airnet.ca Office Phone: 905 349-2084 Office Hours: 9:00am - 5:00pm skype cajeptha Dylan Oliver wrote: Congratulations on the change of heart you've found in Walmart. Did you happen to mention to them that you were posting complaints about their system in the Broadband Reports Forums, or did they discover this themselves? They must (or should) have a search appliance dedicated to sniffing out the first malodorous whiffs of bad press. Now it's time, as RickG suggests, for the good PR. This thread is a start, as it's every bit as searchable as the forums! Best, -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
