SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?


To: Dale Baker who wrote (8543)12/29/2004 11:23:35 AM
From: Frank A. Coluccio  Respond to of 46821
 
Hello Dale,

Spectrum value in the licensed bands may become affected adversely, at first, by the license-free spectrum that is gaining in favor at this time, for obvious reasons.

I say "at first," because as license free spectrum opens up the field by reducing the barriers to entry, overall interest in wireless, and a commensurate level of implementation, will climb. At some point - whether for reasons that are real or imagined - it's conceivable that spectrum that is perceived to be reliable may be acquirable only through the acquisition of swaths that exist on licensed bands.

Exactly what this would mean in terms of absolute valuation, I'd have no way of knowing. Maybe one of the wireless mavens who frequent this forum can answer your question a little more intelligently than I.

FAC



To: Dale Baker who wrote (8543)12/30/2004 12:28:27 AM
From: Peter Ecclesine  Respond to of 46821
 
Hi Dale,

First Avenue has most of the 39 GHz licenses,
wireless.fcc.gov
and so should be considered the most knowledgable buyer for millimeter band spectrum.

The MHz-POPs/value number is difficult to adjust for frequency, and if you look back to auction 56, the 24 GHz auction you might get an idea:

wireless.fcc.gov

petere