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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (935)12/20/1998 10:38:00 PM
From: Triffin  Read Replies (2) of 57584
 
Rande Is..

Broadband Wireless..

FCC auction in Feb-Mar 1998 saw
104 potential service providers
bid $578.6 million for 984 licences
The top bidders in terms of markets..

WNP Comm = private
Nextband Comm = 50% NXLK and 50% NXTL
Winstar = WCII
Baker Creek = ADLAC affiliate
Advanced Radio = ARTT
CFW Comm = CFWC

Bosch Telecom ansd Sierra Digital specialize in
LMDS equipment but are privately held..
NT..LU..HWP also make equipment..but too
small % of revenues to ever have any impact..

BTW..spectrum winners have 10 years to build a
system prior to forfeiture..

Jim in CT.. I like ARTT and NXLK as speculative
buys in this space

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