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O'Rielly Overstates Emerging C-Band Consensus, New Street Says

New Street’s Blair Levin questioned comments by FCC Commissioner Mike O’Rielly last week at a Dynamic Spectrum Alliance conference that a consensus is emerging on some version of the C-Band Alliance’s proposal to sell the spectrum (see 1906270026). “O’Rielly specifically…

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noted that the CBA auction proposal … is moving toward a transparent auction, with the question really being just ‘who conducts the auction,’” Levin told investors. “We agree that the CBA has moved significantly from its original position towards what a number of stakeholders recommended in terms of a sales process. We also agree that if the FCC sets the detailed parameters for the sale, it does not matter much who conducts the auction.” Levin disagreed consensus is developing on whether the auction should be based on sealed bid or a multi-round auction. There’s also no consensus on how much spectrum should be cleared, with Chairman Ajit Pai and Commissioner Brendan Carr wanting more than the 200 MHz CBA proposes to clear, he said.