
Originally Posted by
SRG01
I knew you were going to use this point, because it's the weakest argument I've ever seen. What capital WIND brings to the table for the wireless auction absolutely pales to what the Big3 are bringing. The last figure that was brought up was $500 million, which is absurdedly low for something as valuable as 700 MHz. Not to mention that it'll be financed mostly by debt, whereas the Big3, well, won't need to use as much debt.
Also, the same metric to measure the Big3 versus the new entrants is not the same for WIND vs Mobi/Public; it is quite literally an apples to oranges comparison. All of the new entrants have approximately the same infrastructure, subscriber base, etc. WIND does not have a significant advantage over Mobi or Public. Both have received significant backing from their financial partners and WIND is not responsible for their lack of funding for 700 MHz. If anything, the silence from Mobi/Public regarding the 700 MHz is very telling of their backers -- and of other potential bidders -- than of WIND.
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