Two interesting reports from Telegeography.
Firstly for those still coming to grips with the Government's intent to restrict a vertically integrated Telstra from acquiring new spectrum, the FCC is mulling excluding Verizon and AT&T from the next auction because of increasing concentration in the wireless industry. I'm more and more prepared to declare that mobile wireless networks show scale economies that mean highly competitive infrastructure markets are unsustainable.
That doesn't mean you won't see lots of bidding at spectrum auctions, as the outcome in Germany demonstrates. But I still defy anyone to tell me they are going to get meaningful speeds for a significant customer base out of paired 5MHz channels.