Hi Steve:
This may be splitting hairs, but the next FCC auction
will actually be for spectrum at 39GHz. Actually, except
for large companies, such as IXCs, ILECS, and cable companies,
all new bidders will not stand a chance to compete against
WCII and TGNT. In fact, I expect that most LMDS auction
winners will flounder around, because the residential market
may not have reached critical mass yet, and they are too
far behind WCII and TGNT to compete in the business market.
In retrospect, the FCC auctions look more and more like
a big scam. The FCC conducts its A and B PCS blocks auctions
for incumbents, and then opens the doors to frenetic bidding
for the C block licenses. The startup companies who bid
for the C-blocks overpay, and are so far behind the incumbents
that they go under. For the LMDS auction, the winners pay
for something that the FCC gave away for almost free to WCII
and TGNT several years or months earlier. Once again, the
auction winners do not stand a chance because they are too
far behind. I am wondering how many bidders the FCC will
find for the 39Ghz band. Except for IXCs, WCII and TGNT,
who else will want to participate?
Best regards,
Bernard Levy |
