They absolutely will. Being an ISP you understand build out costs, some put a lot more into a site than others. We'd probably do things a little differently, maybe not. Here is what I do know.
1. They spare no expense at building sites, sites are solid. We share many sites with Fiber Tower. Very nicely done. 2. They seem to have very good dealings with all of the tower companies which gets them bulk pricing, reduced costs, etc.. 3. I think if we all haven't learned the lessons from Winstar then we would be foolish. Fiber tower does have a huge market and there is very little competition. 4. You know the LEC actually put someone beneath ISP's, the cell phone carriers so when their T1 blows out at a tower, ISP's are actually serviced before the cell carrier. 5. The architecture is very nice, very good equipment. 6. Look how many sites they have built in a year. It's sick... 7. We all know that once you build a site it takes some time to monetize them, they seem a little behind but maybe not. 8. Wall street will keep feeding them as long as they are executing, and they are doing a good job of that. Dustin Jurman -----Original Message----- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Blake Bowers Sent: Monday, December 04, 2006 4:28 PM To: WISPA General List Subject: Re: [WISPA] Industry failings Wow. Do you have any factual basis for those statements, or are you just hoping? Does customers that send lots of jobs and money translate in any way to a net loss of 14.5 million in the third quarter of 2006, as opposed to a 4.9 million dollar loss in same quarter 2005? It is kind of scary when a company in that shape sees their general and admin costs go up 354% in that period, when the actual costs of providing that service go up only around 105%. Now, with that said, it is a good concept. The only issue is whether or not Wall Street will let them hang around burning money until they start showing a profit. ----- Original Message ----- From: "Dustin Jurman" <[EMAIL PROTECTED]> To: <[EMAIL PROTECTED]>; "'WISPA General List'" <wireless@wispa.org> Sent: Monday, December 04, 2006 3:13 PM Subject: RE: [WISPA] Industry failings > Fiber Tower is rocking the house. They are very focused and have a core > nitch of customers that not only love their service but are willing to > send > lots of jobs and money to them. Oh.. And they are executing like white on > rice. > > Dustin Jurman > > -----Original Message----- > From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On > Behalf Of Peter R. > Sent: Monday, December 04, 2006 1:54 PM > To: WISPA General List > Subject: Re: [WISPA] Industry failings > > The one thing that has been the failure of SO many companies including > NextLink, Yipes, et al - NOT ENOUGH SALES. Folks in the greater ISP > industry tend to focus much of their attention on the technology. > Building, tinkering, tweaking. Equally, your focus has to be on sales & > marketing. > > It's the end of another year > (http://radinfo.blogspot.com/2006/12/eoy-part-ii.html), take time to > make goals for the new year - and to create a sales plan for your > company and a marketing plan. (Even if you don't follow it, at least > you have taken the time to think about it). > > Marketing for WISP's: > http://www.isp-planet.com/marketing/2006/ispcon_wireless_marketing.html > > Here's a couple of things about low hanging fruit: easy to pick - by you > or anyone else; and if not picked, it gets rotten and falls off the tree. > > To your success, > > Peter Radizeski > RAD-INFO, Inc. > Marketing IDEA guy.com > (813) 963-5884 > > I take the technology and help you turn it into revenue. > > > Matt Liotta wrote: > >> One the biggest factors holding our industry back is a lack of success >> on the part of the big poster children. People look at the past >> failures of WinStar and Teligent and wonder if new entrants can >> succeed. Many investors are watching FiberTower and NextLink to see if >> these new poster children can prove the business model. >> >> It doesn't really matter that neither FiberTower or NextLink are >> representative of our industry. What matters is they are both publicly >> traded fixed wireless companies. This means that all fixed wireless >> companies are viewed through the lens of these publicly traded >> companies since they are the only ones with enough information for >> people to draw conclusions on. >> >> If you look at FiberTower's and NextLink's latest numbers you should >> be very worried. NextLink is failing and I predict will be out of >> business in the not too distant future. FiberTower is much better off >> than NextLink, but they are burning cash at an impressive rate. One >> can easily predict them running out of cash sometime next year if >> things follow a similar trend. >> >> Some of us on this list do more revenue than NextLink, but I doubt >> that will matter when they go under. Our valuations will decline in >> lock step to any failures by these two companies. >> >> -Matt > > > > -- > 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/
