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To: techguerrilla who wrote (24136)	6/30/2000 12:50:41 AM
From: Jim Willie CB	Respond to of 35685

a verbose comment on future 3G spectrum auctions any comparison to free agency baseball players doesnt scare me... ticket prices for games has risen, but not enough to produce empty stadiums... baseball is alive and well, with only second and third tier stadiums partially empty, a small market consequence high bids for 3G spectrum tells me one thing loudly: that carriers see it as essential to the future, ripe with user fees, ripe with ad revenue... they see it offering significant value (speed with content and mobility) nothing but nothing will stop the future from unfolding... people will pay for mobile internet... just give the carriers some time to absorb some cost, or pass on some of the cost for a while during investment recovery I have no big profound thoughts here... but the Vodafone story comes to mind... they bid high for spectrum licensing, and shed soem periperal business to finance it... I believe it was Orange, a wireless business of lesser importance to their business model... so perhaps we will see high bidders for 3G licenses sacrificing some of their less essential business operations in order to grab the gold I honestly dont know how different the 3G bidding is or will be in North America... is the bidding over with in NoAmerica?... is it coming? .. please advise somehow France's "beauty contest" seems nicer now, which might result in lower ultimate costs for carriers look at the broadband costs for cable... I get MediaOne RoadRunner into my PC from a cable coming from the street... I bought a $240 highspeed modem in order to avoid a $10/month cost... the RR service costs $30/month but would be $40/mo with a rented modem... if I didnt have cable TV service, the cost would be $50/mo at most... so I pay $30... MediaOne had to offer a rosey deal of free installation, and made a big issue of that... but these guys keep extending the free installation time period... it has been free here in Boston area for over a year now... clearly MediaOne knows that future steady monthly revenue makes the initial sacrifice worthwhile then you have the example of cellphone carriers from the past few years giving handsets away for the regular monthly fees of service... why not?.. I know a few people who spend over $200 per month on cellphone service... I pay less than half that, and will NOT do without it... I had CellularOne service in 1997 while using a Motorola crappy handset that was given to me... in 1998 Bell Atlantic gave me a different identical Motorola crappy handset just to provide me service instead in CellularOne these carriers know the money is in the monthly service, regardless of type of service (cable, wireless phone, broadband wireless internet)... the cost of the spectrum is heavy, but IT IS A ONE-TIME CHARGE, not an annual one imagine an auction for major league baseball teams, starting from scratch!!! or football teams, or basketball teams (forget hockey, who cares?) it would generate billions also, eagerly paid, quickly absorbed heavy spectrum costs are a noticeable speedbump but just a one-time shock to the suspension any comments, corrections, elaborations, or continuations welcome I aint an engineer, I aint a financial guru I am just a jackass / Jim Willie

To: techguerrilla who wrote (24136)	6/30/2000 4:43:21 AM
From: techguerrilla	Respond to of 35685

Wireless Group Still Poised for Growth cnbc.com Excerpt-- When one of the world's leading telecommunications firms speaks, the market listens. Earlier this week, telecom stocks took a brief hit when a report came out quoting Sweden’s Ericsson {ERICY} president Kurt Hellstroem about high licensing fees in Europe affecting future revenue for the entire sector. But according to Ericsson spokeswoman Kathy Egan, the report was misinterpreted. "[Hellstroem] was commenting generally on the taxation process in Europe, and it was completely misinterpreted," Egan says. "We have not changed our outlook, we see no warning of any slowdown and we’re comfortable with current Street estimates."