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Technology Stocks : The *NEW* Frank Coluccio Technology Forum
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To: axial who wrote (4270)11/10/2001 11:09:45 AM
From: Peter Ecclesine  Read Replies (2) of 46821
 
Hi Jim,

>>But isn't at least some of the problem the result of the tech wreck: ie., the combination of illiquidity, too-high prices for spectrum, and vanishing confidence in the likelihood of a profitable (or even successful) migration to 3G?

Not so in the US.

Illiquidity is not a problem for ILECs (except Qwest), each of which has a cellular play.

The recent reauction of NextWave spectrum was hardly as expensive as UK and German auctions.

3G is a 'brand' for getting new spectrum from regulators, not a more efficient use of existing spectrum.

The tech reformation followed the bankrolling of BLECs, CLECs, DLECs, showing the market failed to understand who benefitted most from the '96 Telecoms Reform act ;-)

>>if liquidity had not been a problem, would the FCC's failings have halted progress?

Algorithmic complexity is advancing faster than Moore's law, but we are already within 5 dB of Shannon, so the net-net of progress is more tied to the price of pole attachment [a 1998 Federal Communications Commission ruling-one of many that flowed from the implementation of the 1996 telecom act-that said wireless carriers and cable TV operators were entitled to connect their gear to utility poles at regulated rates far below those charged by power companies] than CPE cost reduction.

Make no mistake, the FCC is following the wishes and directions of Congress

petere

petere
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