Ed, not sure what you mean by "CVUS has the NYC market locked up" or "Won't CVUS get in their way".
WinStar will most definitly be a competitor to CVUS, but CVUS won't "be in their way" other than competition. Like Jim said, WinStar already owns 900 MHz covering NYC at 38 GHz. I'm presuming WinStar's coverage is similar to CVUS'. So either the A or B-Block would seem to make sense for WinStar. Remember the B-Block licenses are at slightly different frequencies (31 Ghz?) so they're not in their way in that reqards either.
There is a lot more to operating a wireless business than just owning the airwaves. For instance in NYC, WinStar has spent years obtaining roof rights, getting interconnect agreements, obtaining CLEC authority, installing Lucent switches, building hub sites, staffing personel and sales forces, etc. Most of these, if not all, will directly translate to any LMDS licenses WinStar wins. The A-Block for WinStar will (I think) greatly extend the reach of WinStar's current NY network. The B-Block will add to their current NYC bandwidth plus extend their reach with the 150 MHz into the BTA. Either one makes sense. If someone other than WinStar wins the A-Block, it makes a little less sense, but like Jim suggested a ways back, whoever buys that may look to buy CVUS. |
