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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable. -- Ignore unavailable to you. Want to Upgrade?

To: gtc123 who wrote (1098)	2/11/1998 1:01:00 AM
From: Steven Bowen	Respond to of 2063

I just spent some time going thru the bidders to see what kind of handle you can get on how the bidding will shape up. I went thru the top 32 companies who made deposits of $1 million or more. Of these, 28 registered to bid in all markets. Only 4 were willing to tip their hand. I don't know how safe it is to extrapolate from only 4 companies, but the 4 that showed their hand appear to be interested in acquiring all the licenses in a particular state or region. If this is the trend, as you would kind of expect, it will set up real interesting bidding between the large players wanting more of a national footprint like WNP and Nextband is probably after, and the smaller folks who want to own a state. The ones that tipped their hand: Liberty Cellular who deposited $1,130,000 ---Liberty Cellular is bidding for every license in the state of Kansas. BTA Associates who deposited $2,939,783 ---BTA Assoc is bidding on the entire state of Colorado. American Telecasting Development Corp who deposited $3,000,000 --- American Tele is bidding on the entire region from Washington to Northern Cal, across thru Montana, Nevada, Colorado, North and South Dakota, Wisconsin, some Michigan PCTV Gold who deposited $20,250,000 --- PCTV wants both; Entire state of Indiana, extending into Southern Michigan (including Detroit), the Chicago area, and into Wisconsin. State of Arizona, and the surrounding parts of New Mexico, Utah, and Southern Cal (San Diego area). ________________________________________________________ I'm starting to feel that this auction could really go. This is only four who disclosed what they are bidding on. If the remainer bid in similar fashion, we'll have about 3 bidders per state. Plus some who'll want it all. We already have two that want Colorado. And you know WNP and Nextband would want Denver. BTA won't want the entire state but let WNP get Denver. Just like Chicago is right in the middle of the area PCTV wants. They aren't going to want the entire surrounding area and then let WNP or NextBand get Chicago. And you know several of the larger players are going to want California or the East Coast. I'm beginning to feel a lot better about this than I did a couple days ago. Four billion may well be possible.

To: gtc123 who wrote (1098)	2/11/1998 3:09:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 2063

Hi Larry: I think it is interesting that among former MFS Communications executives, some are involved in the start-up of Level 3, a Qwest look-alike, while Royce Holland is behind WNP. Given that the optimum combination of delivery of communications services appears to be a fiber trunk and wireless for local delivery, may be the game plan is Level 3 + WNP (fiber + LMDS). There was quite a bit of speculation on the WCII thread about the potential of a Qwest + Winstar combination. A combination of this type could be a real powerhouse in the telecom industry for years to come. Regards, Bernard Levy