” Such a delay would clearly make it all but impossible for LightSquared to meet its objectives of launching commercial services later this year, and calls into question its ability to meet the FCC deadline of December 31, 2012 for LightSquared to offer service to 100M POPs. Of course, if delays in regulatory approvals caused LightSquared to miss this deadline, then the FCC would presumably issue a waiver.”

I was under the impression that the approval of Lightsquared’s “Updated Business Plan” and associated “waiver application” were not part of the original deployment commitments and waivers. Just because Lightsquared now seeks to modify the definition of an integrated product offering which now appears to affect their ability to raise funding and find partners, I am not sure that lack of approval of these new modifications would be grounds for a waiver. After all, Globalstar had a delay in raising funds to meet their waiver commitments, and it’s ATC authority was promptly suspended.

Unless of course, if the FCC has devised a policy to pick “winners and losers” in the MSS marketplace.

ORBITRAX