Comments on: Place your bets… https://tmfassociates.com/blog/2011/08/22/place-your-bets/ Satellites, spectrum and other stuff Tue, 03 Feb 2026 21:36:32 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: TMF Associates MSS blog » Will it be CharlieSquared? https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-870 TMF Associates MSS blog » Will it be CharlieSquared? Tue, 08 May 2012 01:47:55 +0000 http://tmfassociates.com/blog/?p=2277#comment-870 [...] than Falcone to negotiate a way out of their current dilemma, despite Falcone’s claims in his comments to an earlier blog post of mine that: Everyone knows Ergen is not going to build out a network. No one trusts him, including the [...] [...] than Falcone to negotiate a way out of their current dilemma, despite Falcone’s claims in his comments to an earlier blog post of mine that: Everyone knows Ergen is not going to build out a network. No one trusts him, including the [...]

]]> By: TMF Associates MSS blog » The inevitable next step for AT&T… https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-749 TMF Associates MSS blog » The inevitable next step for AT&T… Wed, 14 Dec 2011 03:46:49 +0000 http://tmfassociates.com/blog/?p=2277#comment-749 [...] has played a masterful game of poker, and far from making the FCC “look foolish” as some have suggested, he simply makes Harbinger look foolish for having failed to do adequate due diligence on the [...] [...] has played a masterful game of poker, and far from making the FCC “look foolish” as some have suggested, he simply makes Harbinger look foolish for having failed to do adequate due diligence on the [...]

]]> By: timfarrar https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-619 timfarrar Tue, 06 Sep 2011 16:20:31 +0000 http://tmfassociates.com/blog/?p=2277#comment-619 If you are referring to the 2200-2290MHz band (which I believe is used for <a href="http://transition.fcc.gov/Bureaus/OPP/working_papers/oppwp38chart.pdf" rel="nofollow">LOS operations to unmanned aircraft</a>) then there is currently an <a href="http://fjallfoss.fcc.gov/edocs_public/attachmatch/DA-09-38A1.pdf" rel="nofollow">agreement in place</a> to ensure that DBSD/TerreStar protect various <a href="http://fjallfoss.fcc.gov/ecfs/document/view?id=6518914856" rel="nofollow">government Earth stations</a> (though its not clear whether that addresses the potential problem you mention). Exactly how this will happen with a 20MHz LTE Advanced downlink carrier is not obvious to me (can you limit the power in the upper part of the carrier on the affected base stations?). There are obviously also concerns (from <a href="http://ntl.bts.gov/lib/35000/35900/35979/NTIA_FCCletter_01122011.pdf" rel="nofollow">the DoD</a> and others <a href="http://fjallfoss.fcc.gov/ecfs/document/view?id=7021701542" rel="nofollow">such as Boeing</a>) about the impact of LightSquared on the L-band MAT (1435-1525MHz) used for manned aircraft, especially with LightSquared's current focus on operations in the lower part of the L-band. If you are referring to the 2200-2290MHz band (which I believe is used for LOS operations to unmanned aircraft) then there is currently an agreement in place to ensure that DBSD/TerreStar protect various government Earth stations (though its not clear whether that addresses the potential problem you mention). Exactly how this will happen with a 20MHz LTE Advanced downlink carrier is not obvious to me (can you limit the power in the upper part of the carrier on the affected base stations?).

There are obviously also concerns (from the DoD and others such as Boeing) about the impact of LightSquared on the L-band MAT (1435-1525MHz) used for manned aircraft, especially with LightSquared’s current focus on operations in the lower part of the L-band.

]]> By: SupersonicMike https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-618 SupersonicMike Mon, 05 Sep 2011 18:48:26 +0000 http://tmfassociates.com/blog/?p=2277#comment-618 How bad is this going to hose the aeronautical telemetry S-Band spectrum, which I think is directly adjacent to it. How bad is this going to hose the aeronautical telemetry S-Band spectrum, which I think is directly adjacent to it.

]]> By: Light Reading Cable - Cable - Google's Other Fiber Project Revs to 150 Mbit/s - Telecom News Analysis https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-608 Light Reading Cable - Cable - Google's Other Fiber Project Revs to 150 Mbit/s - Telecom News Analysis Wed, 24 Aug 2011 15:26:25 +0000 http://tmfassociates.com/blog/?p=2277#comment-608 [...] to help attract a buyer for its coveted wireless spectrum. But TMF Associates analyst Tim Farrar says Dish may be able to negotiate favorable buildout terms because it's "now in perfect position to [...] [...] to help attract a buyer for its coveted wireless spectrum. But TMF Associates analyst Tim Farrar says Dish may be able to negotiate favorable buildout terms because it's "now in perfect position to [...]

]]> By: Following LightSquared, Dish ups the ante in spectrum speculation — Broadband News and Analysis https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-599 Following LightSquared, Dish ups the ante in spectrum speculation — Broadband News and Analysis Wed, 24 Aug 2011 00:00:53 +0000 http://tmfassociates.com/blog/?p=2277#comment-599 [...] operating in the MSS satellite band, writes that the FCC may be inclined to give Dish a chance over on his blog: As I’ve pointed out previously, DISH is now in a perfect position to replace LightSquared as the [...]

]]> By: DISH Outlines 4G Wireless Plans | Telecompetitor https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-598 DISH Outlines 4G Wireless Plans | Telecompetitor Tue, 23 Aug 2011 19:27:24 +0000 http://tmfassociates.com/blog/?p=2277#comment-598 [...] competition,??? notes consulting and research firm Telecom, Media and Finance Associates in a blog post.Others are more skeptical. Researchers at financial firm Sanford Bernstein & Co. have noted [...] [...] competition,??? notes consulting and research firm Telecom, Media and Finance Associates in a blog post.Others are more skeptical. Researchers at financial firm Sanford Bernstein & Co. have noted [...]

]]> By: timfarrar https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-597 timfarrar Tue, 23 Aug 2011 15:17:05 +0000 http://tmfassociates.com/blog/?p=2277#comment-597 Thanks Phil(???) - writing comments from a <a href="http://whois.arin.net/rest/net/NET-63-116-60-0-1/pft" rel="nofollow">Harbinger Capital computer</a> isn't a particularly smart move. I think the FCC has a lot of work to do over the next year so it doesn't look foolish. After all, we have the <a href="http://tmfassociates.com/blog/2010/10/22/spectrum-crisis-or-spectrum-bubble/" rel="nofollow">debacle of the supposed "spectrum crisis"</a>, which AT&T is now exploiting to justify the TMO merger, we have the <a href="http://www.economist.com/node/21525248" rel="nofollow">GPS interference fiasco</a>, and we have incentive auction proposals which <a href="http://tales-of-the-sausage-factory.wetmachine.com/content/cbo-scores-the-senate-spectrum-bill-s-911-no-spectrum-pots-of-gold-really" rel="nofollow">the CBO admits</a> would require uneconomic decisions by the current spectrum holders. In that context, the fact that a network could actually get built in the 2GHz band, might look like a pretty significant win. However, that's just my opinion, and I should probably defer to your much greater knowledge of how to make the FCC look foolish. Thanks Phil(???) – writing comments from a Harbinger Capital computer isn’t a particularly smart move.

I think the FCC has a lot of work to do over the next year so it doesn’t look foolish. After all, we have the debacle of the supposed “spectrum crisis”, which AT&T is now exploiting to justify the TMO merger, we have the GPS interference fiasco, and we have incentive auction proposals which the CBO admits would require uneconomic decisions by the current spectrum holders.

In that context, the fact that a network could actually get built in the 2GHz band, might look like a pretty significant win. However, that’s just my opinion, and I should probably defer to your much greater knowledge of how to make the FCC look foolish.

]]> By: darkblue https://tmfassociates.com/blog/2011/08/22/place-your-bets/comment-page-1/#comment-596 darkblue Tue, 23 Aug 2011 13:43:13 +0000 http://tmfassociates.com/blog/?p=2277#comment-596 Tim, You sound like a scorned old woman. LS must have fired you from their staff. Everyone knows Ergen is not going to build out a network. No one trusts him, including the FCC. They are not going to put their eggs in that basket because they know he will make them look foolish. It is inevitable. This guy, as smart as he is, will never build the network. He is using it as bait so one of the big guys step up and attempt to pay him for a dwindling subscriber base. Dish and Ergen are on the downward slope of a steep hill and he knows that, hence his aggressive acquisition tactics over the last 12 months.... stay tuned.... Tim,

You sound like a scorned old woman. LS must have fired you from their staff. Everyone knows Ergen is not going to build out a network. No one trusts him, including the FCC. They are not going to put their eggs in that basket because they know he will make them look foolish. It is inevitable. This guy, as smart as he is, will never build the network. He is using it as bait so one of the big guys step up and attempt to pay him for a dwindling subscriber base. Dish and Ergen are on the downward slope of a steep hill and he knows that, hence his aggressive acquisition tactics over the last 12 months…. stay tuned….

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