Re: [AFMUG] FCC 3.5 GHz Spectrum Auction 105

Adam Moffett Thu, 23 Jan 2020 12:40:29 -0800

There have already been cases where a speculator pays people to installequipment just so they can demonstrate that they're using it while theyfind a buyer. They paid for much more expensive equipment than a 3.5ghz AP.

Maybe someone squats all the PAL's in a market until Select Spectrumfinds a cell phone company who wants to pay a few mil for them.


Or is there something in the rules to prevent that?


On 1/23/2020 3:08 PM, Mark Radabaugh wrote:

If you buy it but don’t operate in it then the spectrum stays as GAAwhich anyone can use.

I don’t see it as being a good speculative investment play given thatit returns to GAA unless you are actually using it. In a metro areait might make sense from an investment perspective but in a rural areawhere there are a very limited number of potential users trying tohold the spectrum to maximize value is pretty difficult. If theinvestor can’t come to an agreement with the operator the operatorstill gets the spectrum as GAA. The investor then has to go find anoperator willing to utilize the spectrum and incur the buildout costs.

The idea behind having spectrum revert to GAA is meant to discouragewarehousing and speculation on spectrum. Hard to say at this pointif it will work out that way, but it’s at least a start at breakingthe current speculative warehousing the goes on in spectrum.


Mark

On Jan 23, 2020, at 1:41 PM, Steve Jones <thatoneguyst...@gmail.com<mailto:thatoneguyst...@gmail.com>> wrote:


You can lease it out, so I doubt it

On Thu, Jan 23, 2020 at 12:33 PM Jason McKemie<j.mcke...@veloxinetbroadband.com<mailto:j.mcke...@veloxinetbroadband.com>> wrote:


    Is there not going to be a requirement that the companies that
    buy the spectrum actually utilize it?  If not, that's dumb.

    On Thu, Jan 23, 2020 at 11:08 AM Steve Jones
    <thatoneguyst...@gmail.com <mailto:thatoneguyst...@gmail.com>> wrote:

        Investors are who will be taking the spectrum. HUGE opportunity.
        Commscope is putting together a guidance
        I know we will get the credits toward the auction, but I
        simply dont see us being able to outbid investors.
        unless your in cook county


        On Wed, Jan 22, 2020 at 8:51 PM Jaime Solorza
        <losguyswirel...@gmail.com
        <mailto:losguyswirel...@gmail.com>> wrote:

            Friend of mine still has some ESMR licenses he leases
            that he got before Nextel sold out to Sprint.  Great
            residual income.

            On Wed, Jan 22, 2020, 1:36 PM Cameron Crum
            <cc...@murcevilo.com <mailto:cc...@murcevilo.com>> wrote:

                My opinion, any spectrum you own is valuable and will
                only increase in value. It's like beachfront
                property, they ain't making any more of it and
                communication demands aren't getting any smaller.

                On Sat, Jan 18, 2020 at 9:44 AM Mathew Howard
                <mhoward...@gmail.com <mailto:mhoward...@gmail.com>>
                wrote:

                    I imagine it depends a lot on the location... I
                    can't see it having much value in some areas.

                    On Sat, Jan 18, 2020 at 6:41 AM <ch...@wbmfg.com
                    <mailto:ch...@wbmfg.com>> wrote:

                        How much do you think it is worth to win some
                        of this spectrum?  There are some that are
                        trying to form consortiums.

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Re: [AFMUG] FCC 3.5 GHz Spectrum Auction 105

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