Despite it coming as a “surprise” to many reporters (and Wall St analysts) that DISH ended up with more total winning bids (before DE discounts) than Verizon in the AWS-3 spectrum auction, and that DISH got a 25% DE discount on its bids, the outcome is exactly what I predicted from the bidding patterns back in November. I was particularly amused to look back at Jonathan Chaplin’s comment from his December 7 report which poured scorn on my thesis, stating:
How to blow up a spectrum auction…
AT&T and Verizon are big winners in the record-breaking wireless auction, but it’s Dish Network that walks away with an unexpectedly large swath of spectrum. What will it do with it?
Summary:Dish Network has signaled to the FCC that it wants to go after even more spectrum. It will participate in two upcoming auctions to get more airwaves, including the controversial incentive auction.
DISH Network’s bid for Sprint could result in a revolutionary combination of video and mobile delivery and wireless broadband. But DISH needs Clearwire’s spectrum more than it needs Sprint’s network.
Dish Network chairman Charlie Ergen said the proliferation of mobile video is one of the biggest drivers of his pursuit of wireless giant Sprint Nextel, adding that his $25.5 billion bid is like the closing two minutes of a Seinfeld episode, when the earlier seemingly disparate 28 minutes finally come together.
Dish Network Corp. (DISH)’s proposal for a mobile telephone network would destroy the value of airwaves the government plans to auction for commercial use, the Federal Communications Commission said today.