Comments on Kenneth Ashworth's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/kenneth-ashworth/articles http://seekingalpha.com/article/24332-how-to-invest-in-wimax?source=feed#comment-80277 80277 Thu, 18 Jan 2007 19:18:44 -0500
Motient (MNCP), Skyterra (SKYT), and ICO Global (ICOG) are all effectively pure "spectrum" plays as they have rights to large swaths of spectrum and are trading at substantial discounts to valuations suggested by the recent govt auction 66. Inmarsat in London is another spectrum play but also has an operating business so not quite as pure but perhaps a more hedged way to get spectrum exposure.

Any thoughts?]]> http://seekingalpha.com/article/24332-how-to-invest-in-wimax?source=feed#comment-80216 80216 Thu, 18 Jan 2007 06:18:30 -0500
"when classified as IMT and IMT-Advanced, the value of WiMAX spectrum will increase ten-fold."

Those few who have WiMAX spectrum, what have they paid for it (example Sprint) and how is that price relative to what has been pain for cellular (CDMA EV-DO or WCDMA) spectrum?

To me, the biz model & technology uncertainties with WiMAX still seem pretty big, in particular as WCDMA HSDPA will have a lead of at least two years in commercial implementation, that simply getting the IMT "stamp" does not necessarily make WiMAX or the spectrum a 'holy Grail'. And I assume IMT approval should not come as a surprise either.]]> http://seekingalpha.com/article/24332-how-to-invest-in-wimax?source=feed#comment-80185 80185 Wed, 17 Jan 2007 13:53:52 -0500 How about a similar review of the WiMax equiptment manufacturers?
Ely Zimmerman]]>