Nice article posted on the CVUS thread.
exchange2000.com
Steven, thanks for your efforts in keeping us up to date on what is going on with the auction. It is much appreciated.
IMHO, the recent announcements of well known equipment vendors such as Nortel and Lucent to support LMDS will add much credibility to the concept, as will the auction, regardless of the amount of money ultimately taken in by the FCC. After all, if the spectrum didn't have value, no one would be bidding anything for it.
Question, does anyone know if the LMDS spectrum can be used for point to point if so desired? For telephone and data applications, i have kind of always thought that point to point would be more acceptable to customers, or at least an easier sell than P-MP. If it were me, i would prefer the idea of my own dedicated link. Announcements such as the one from BEL-tronics for inexpensive transceivers could make point to point more practical from a cost standpoint.
As Edward mentioned, i also wonder why WCII needs more spectrum in areas where they already have 500 mhz and above, since 38 ghz allows almost unlimited reuse of spectrum. Does P-MP require more spectrum than P-P? If so, that would lead me to say again that point to point should not be written off quite yet.
Tomorrow should be an exciting day. I can hardly wait to hear the conference call! By the way, does anyone know when Teligent is going to report all their tremendous successes that justify a market cap of 1.663 billion?:-}} For some reason, their spectrum must be worth about $100 per pop!!
Luck and regards to all,
Dub |
