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Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: transmission who wrote (10040)	1/18/1999 9:05:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

<..I do not for one instance believe NXLK and WNP colluded before first auction... Interesting. Assuming you are not just being politically careful in public comments (which would be understandable), do you not find it at least odd that they rarely bid in the same markets even though both were aggressive bidders? Assuming the game-theoretic approach you point out that the science of FCC spectrum license bidding requires, your presumption is all the MORE surprising.

To: transmission who wrote (10040)	1/18/1999 9:13:00 PM
From: Steven Bowen	Read Replies (3) \| Respond to of 12468

transmission, <I do not for one instance believe NXLK and WNP colluded before first auction.> How do you account for the fact the the two largest bidders in the auction never crossed paths in the auction? WNP pretty much just conceded the entire West Coast to Nextband. No competition at all. And even in territories where they were both bidding, ie Nextband in Birmingham, Ala., Chattanooga, Tenn., Columbia, S.C., Hickory-Lenoir-Morganton, N.C., Huntsville, Ala., Lexington, Ky., Louisville, Ky. and WNP in Atlanta, Ga., Charlotte-Gastonia, N.C., Greenville-Spartanburg, S.C., Knoxville, Tenn., Memphis, Tenn., Nashville, Tenn., Raleigh-Durham, N.C., Richmond-Petersburg, Va I don't remember them ever bidding against each other. I suppose they did somewhere along the line, but as I posted earlier, their lack of competition was noticable during the auction. But it seems to me if one had an interest in Hickory NC, they'd at least have some interest in Charlotte. But not in this auction. It also seemed odd that WNP, while appearing to be interested in a national strategy, never bid on San Francisco, LA, Seattle, Phoenix, San Diego, etc. Instead, they almost just forfeited most of these to Nextband, showing no interest. I see nothing strategy wise that explains some of their strange behavior. Do you have anything?

To: transmission who wrote (10040)	1/19/1999 1:52:00 AM
From: Bernard Levy	Respond to of 12468

Hi transmission: Touche on the Puerto Rico oversight. However, for rural areas in the continental US, I maintain that 2-way MMDS will be much better suited to serve rural customers. Because of the lower frequencies, you can have really big cells (say 30kms in radius). The antennas need to be larger, but this is unlikely to be a problem in sparsely populated areas. Broadband wireless service by satellite will also probably be much cheaper than LMDS service for rural areas. Best regards, Bernard Levy