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Technology Stocks : (LVLT) - Level 3 Communications

LVLT 53.63

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Nov 1 5:00 PM EST

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From: Margin of Safety	3/24/2012 5:43:21 AM
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Myth of Spectrum Scarcity Nobody argues that spectrum is infinite, but buried below industry histrionics is data noting that there really isn’t a spectrum crisis as much as a bunch of lazy and gigantic spectrum squatters, hoarding public-owned assets to limit competition, while skimping on network investment to appease short-sighted investors. Insiders at the FCC quietly lamented that the very idea of a spectrum crisis was manufactured for the convenience of government and industry. gigaom.com ***************************************************************************************************************************** * The last mile spectrum problem is government corruption. Unfortunately, the FCC, notwithstanding more than seven years of “investigation,” has failed to act. The dominant carriers are allowed to maintain and entrench their dominant market shares for wired connections through regulatory inertia. Like so much else in Washington, powerful companies can slow or prevent needed reform by employing clever lobbyists who are expert at an effective array of delaying tactics. - James Crowe * The spectrum solution is, efficient usage of existing spectrum. Podcast of Kevin Werbach associate professor at the University of Pennsylvania’s prestigious Wharton School of Business, a technology analyst, policy maven, and an organizer for Supernova, an annual technology conference. spectrum.ieee.org ************************************************************************************************************************** Mobile operators like AT&T and Verizon Wireless have used many a financial call and speech to spell out the impending doom that awaits us once they use up their precious frequency resources. They insist we are fast approaching a mobile datapocalypse where their networks will no longer be able to meet the enormous demands for mobile broadband. But are these claims of a spectrum crisis all red herrings? A couple of telecom industry commentators think so, and they’re calling out the carriers, claiming they are using scare tactics to justify their recent consolidation sprees. gigaom.com ************************************************************************************************************************* Myth of Spectrum Scarcity** Why Shuffling Existing Spectrum Among Users Will Not Solve America’s Wireless Broadband Challenge dynallc.com

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