Re: [AFMUG] FCC 3.5 GHz Spectrum Auction 105

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

There have already been cases where a speculator pays people to install equipment just so they can demonstrate that they're using it while they find 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 Spectrum finds 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 GAA 
which anyone can use.



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



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


Mark


On Jan 23, 2020, at 1:41 PM, Steve Jones <[email protected] 
<mailto:[email protected]>> wrote:


You can lease it out, so I doubt it


On Thu, Jan 23, 2020 at 12:33 PM Jason McKemie 
<[email protected] 
<mailto:[email protected]>> 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
    <[email protected] <mailto:[email protected]>> 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
        <[email protected]
        <mailto:[email protected]>> 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
            <[email protected] <mailto:[email protected]>> 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
                <[email protected] <mailto:[email protected]>>
                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 <[email protected]
                    <mailto:[email protected]>> 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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