jasonusvi

How To Invest In WiMAX

I am also interested in the "... spectrum will increase ten-fold." statement and would like to make the point that there are several ways to play that thesis directly.

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?