Unless your company has built sufficient barriers to entry then it is hard to demand top dollar. Without that then it becomes a simple build vs buy decision.

I agree with that.

Tom DeReggi
RapidDSL & Wireless, Inc
IntAirNet- Fixed Wireless Broadband


----- Original Message ----- From: "Matt Liotta" <[EMAIL PROTECTED]>
To: "WISPA General List" <wireless@wispa.org>
Sent: Tuesday, October 17, 2006 3:42 PM
Subject: Re: [WISPA]CovadExpandsBroadband WirelessNetworkWithDataFloAcquisition


Tom DeReggi wrote:
I believe in the next year there will be a hgih volume bid war for WISPs in major markets getting top dollar. The reason is that, the Hype of Wireless is more valuable to a large publically traded ISP, in stock holder perception, than the network and revenue that they are buying. The average consumer doesn't understand jack about what wireless's capabilty is, they just know Wireless is the next big thing, and the providers that own the major markets have the best chance to win in the long run.

As much as perception drives Wall Street, customers and revenue still matter. With licensed spectrum it is easy to talk about future opportunity and sell based on that. With unlicensed spectrum you can't do that; you must sell on actual results.

There won't be a bidding war for WISPs because there are hardly any worth fighting over. That's not to say that folks won't be bought, but I think people need to get their expectations more in line with where the market is. Unless your company has built sufficient barriers to entry then it is hard to demand top dollar. Without that then it becomes a simple build vs buy decision.

-Matt

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