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Technology Stocks : Nextwave Telecom Inc.
WAVE 7.650+3.1%10:01 AM EST

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To: hedgefund who wrote (945)3/1/2007 6:37:48 PM
From: Maurice Winn  Read Replies (1) of 1088
 
Hedgie, WAVE options are not backdated far [just a couple of days], so unlike Broadcom and Apple [Al Gore and co], they shouldn't get a problem with the SEC.

NextWave Wireless should be a good provider of back-haul for zenbu.net.nz in which I have invested, and our son has developed, with his friend Sam, who developed zenbu.co.nz which is the search part of it [separate businesses at present with Sam owning .co and Tarken owning .net.

We don't have spectrum for back-haul, but I suppose somebody can sell us access at a reasonable price. We aren't short of spectrum in NZ. There is LOTS of it, floating around all over the place.

The biggest city, Auckland, is only 1 million people and we like to spread out, so it's not like multi-storey Hong Kong. The whole country has only 4 million people, so we can each have our own spectrum, nationally available just to us. Okay, that's a slight exaggeration, but as in a lot of places, spectrum will be less and less in short supply as low frequency users move to OFDM/CDMA modern technologies, opening up acres of spectrum for more efficient use.

That's my theory anyway. 450MHz CDMA/OFDM should increasingly gain market share.

The limit on spectrum demand will be lack of human brain capacity. Squirting a firehose of information into a human brain is too much, as any teacher knows. There is only so much a human brain can take in, even if they want to. There is more spectrum space than brain space. A cup of water is enough for most people.

Gentlemen Mqurice Esquire.
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