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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]

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To: Bernard Levy who wrote (728)9/30/1999 9:23:00 PM
From: transmission  Read Replies (1) of 1860
 
LMDS/28 GHz has several other significant public player
footprint holders including Adelphia, Montana Power & Light, and Western Wireless as well as Winstar supplementing or defending its 38 GHz holdings in some
markets.

38 GHz has 14 licenses of 100 MHz each and auction
will include remnants where applications were not filed or
were not mutually exclusive when FCC froze things 12/95.

39 GHz auction limitation rules are not known yet and a
bandwidth hungy company may be able to buy more than
100 MHz at a crack. In LMDS auction, both the A & B block in quite a few cases were bought by same concern.

24 GHz also may have an auction and Teligent pares down from 3-400 MHz in large markets to only 80 MHz in
second tier markets a la top 40-70 markets.

Market power more than market size to date has larger
aggregators maintaining that multichannels in a market of
major import as frequency reuse can allow any single
millimeter channel licensee from 24-38 GHz to build a robust business. AT&T & Commco just have yet to look for
the whites of many users eyes.
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