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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (11494)	6/10/2001 6:45:47 PM
From: Dennis Roth	Respond to of 196673

On a second more careful reading I see they want to award 4 licenses. All would get the same 2x15Mhz + 5Mhz in the 3G band but two of the licenses would get no 1800Mhz spectrum. One reserved for a new entrant would get a 2x15Mhz kicker in the 1800Mhz band and one license that could go to either an existing or a new entrant would get only a 2x5Mhz allocation in 1800Mhz. The licenses without the 1800Mhz extra would likely be cheaper. I don't think the existing CDMA carrier would even bother to bid on one of the licenses with 1800Mhz. The 1800Mhz kicker for a new entrant is likely bait for a European carrier. The exitsting 900Mhz GSM carriers might go for the license with the 2x5Mhz kicker. Current market conditions might make Conatel delay the auction until the carriers are flush with cash again. The 3G auction party is over for now.