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To: Steven Bowen who wrote (9325)	11/17/1998 9:41:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

<..I suppose I can handle working for Steve as long as I get to handle the money...> Better yet, you can have a little bell on your office door and we'll require everyone except you to wear swimsuits to work... <..And if we can keep Frank around, we'll have three of the best minds I've seen anywhere around SI (including Bernard and SteveG, of course)...> Agree- LOTTA intelligent obsessed folks posting here - makes for a powerful parallel due diligence engine. BTW, CEO of your INFO on CNBC this AM. Mark was tough as usual.

To: Steven Bowen who wrote (9325)	11/17/1998 12:37:00 PM
From: Bernard Levy	Respond to of 12468

To the thread: I would like to second Steve B's assertion that in every auction there are overlooked licenses. In one of the recent issues of Telephony Magazine, Dan O'Shea, its editor, was kicking himself for not having bid for the Guam license during the PCS auction. I will need to check what happened to this license, but it is the very type of license that gets easily overlooked. The 39GHz auction will create a big opportunity for picking up licenses cheaply in the midst of a very confusing auction. the FCC will put up for bidding 16 licenses per BTA, so that more than 7,000 licenses will be in play. To organize the confusion, the FCC has decided to auction licenses in groups of about 3 for each BTA. My suspicion is that by the time the last groupings come up for auction everybody will be exhausted, so that these licenses will probably need to be reauctioned. It would also be worth going over the list of LMDS licenses to be reauctioned carefully. It would take only a city of say 80,000 residents in the middle of a rural BTA to make the license interesting. Best regards, Bernard Levy