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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: Raymond Duray who wrote (2231)	6/17/2002 9:28:57 PM
From: pcstel	Read Replies (1) \| Respond to of 2737

Ray: Back to my demand notion, should LWIN get all the bandwidth it needs for a really robust nationwide system, the RBOCs would have to roll over and play dead. I know them better than that. The RBOCs will use their regulatory wile and lobbying acumen to maintain their landline networks as long as possible. Funny you should mention this. Because, in reality, this is sort of being played out at this very moment in time. To give you a brief overview, in case you haven't been following. Our friend Craig McCaw via his investment in New ICO has petitioned the Commission, and the Commission has issued a NPRM for allowing the MSS satellite companies, like ICO, Globalstar, Iridium et al. To use their existing Space Segment spectrum for more flexible use, in such that they would be allowed to deploy terrestrial systems in that spectrum. Now, that may not sound like a big deal. But, in the case of Globalstar, we are talking about 25 MHz of Nationwide paired spectrum. Every market, Every BTA. For ICO, dependent on how many licensee's meet the buildout deadlines. Our friend McCaw via ICO could grab 30 or 40 Mhz of paired nationwide spectrum. Now it is unclear if this spectrum would ever be used to create a nationwide supercarrier to compete against the RBOC is unknown. But, their is a real possibility of that happening. You should see the lobbying effort the CTIA and the Major Wireless SP's are spending to prevent the FCC from ruling in favor of the flexibility for the MSS providers. However, the real money to be made will be shorting the RBOC's the day that Number Portability comes to wirless. When people can port their wireline phone number to their cell phone, is the begining of the end to the RBOC's PCSTEL