Matt,
Agreed. They are in a number of our buildings. Everything done to top Telco
standards. The Hughes AirReach gear aint cheap either. They definately are
throwing money at it.
But at the end of the day, can they walk away with the customer AND still
make a profit? Teligent/Winstar proved the LMDS model ineffective 7 years
ago. What has changed? I'm not sure the cost has?
The other thing to add is, if the model is the right one for todays market,
its not an opportunity unique to XO, Teligent licenses (38Ghz) are
obtainable by anyone on lease for like $50 a month.
(I think Nextlink/XO was somewhere between 26Ghz-29Ghz?)
Its a tough call, on what's best today. Is the higher demand for broadband,
and property owners' fees brought back down to reality, allowing it to work
today? Truthfully Dragonwave class gear gets pretty clsoe to cost of the
LMDS stuff. LMDS does well at 3-4 miles, a sweet spot in Urban america,
apposed to limiting short range MMW type gear, which is now still twice the
cost? And LMDS still allows cost saving with PtMP.
I think the big differentiator is whether T1s (channelized) are the thing of
the past, and whether Ethernet will be the dominator.
I'm betting on Ethernet, but the licensed gear still needs to come down in
cost, based on the PTP limitation.
Tom DeReggi
RapidDSL & Wireless, Inc
IntAirNet- Fixed Wireless Broadband
----- Original Message -----
From: "Matt Liotta" <[EMAIL PROTECTED]>
To: "WISPA General List" <wireless@wispa.org>
Sent: Tuesday, March 20, 2007 9:33 AM
Subject: Re: [WISPA] NextLink in Phoenix
Tom DeReggi wrote:
Nothing new. XO has had an active Wireless Broadband division for the
last few years.
They certainly spend a lot of money at least; not much revenue to show for
it.
-Matt
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