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

To: Steven Bowen who wrote (1338)	2/27/1998 9:47:00 AM
From: IngotWeTrust	Respond to of 2063

Steve/James, didja notice LA, SFran, Seattle R "take unders" by McCaw?(so far)

To: Steven Bowen who wrote (1338)	2/27/1998 10:17:00 AM
From: Steven Bowen	Respond to of 2063

Some misc auction thoughts and comments; There are a lot of smaller "2nd tier" type of bidders that are being very aggressive that get overlooked when we just focus on the large markets and large bidders. This is setting up what may end up being interesting confrontations. A few; Bidder Upfront leading in Bidder # payment ($M) x markets HighSpeed Com 3307 $2.470 15 Touch America 3309 6.770 31 Eclipse Comm 3285 10.000 71 Vanguard LMDS 3343 5.250 20 Actel Corp 3338 6.000 27 These companies are leading in large areas, but aren't yet competing with the big guns. For example, Actel owns Michigan, but WNP is leading in Detroit. Is this a satisfactory arrangement between the two of them, or will it eventually come to a head? Another of interest; HighSpeed leads in 15 areas in California, Oregon, and Washington, right in the heart of McCaw territory. Will they eventually go after some of McCaws larger cities, or will McCaw wipe out HighSpeed, or will they agree to coexist in this manner? Vanguard is dominating in the Ohio-Pennsylvania are (with some W. Va and NY). What will happen with the likes of Pittsburg, Cleveland, Rochester, etc. Sooner or later does this all come to a head? Touch America is mostly after the northern plains, ie Montana, Idaho, N. Dakota, etc. Eclipse appears to want a national presense, bidding mainly in the B-Block auction, but leading in about 20 A-Block licenses. It looks like the real competition may shape up to be for the B-Block licenses. A lot of big players are really after these, including NextBand, who outside of their target areas, are bidding on a lot of B-Block. The leader is Baker Creek who is currently ahead in 237 markets. Eclipse is right in there bidding on several also. Two that look to be big players in the B-Block are about shut out after 21 rounds; PCTV, with the forth largest upfront payment, has only been bidding on B-Block, but currently only leads in 6 markets. Also Teligent (AUCO) has only shown interest in the B-Block, but currently leads in only 1. Either bidding will really heat up, or some are going to be disappointed.