Comments on: So much to do, so much to see… https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/ 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 » Five minutes to midnight? https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/comment-page-1/#comment-950 TMF Associates MSS blog » Five minutes to midnight? Fri, 14 Sep 2012 20:07:01 +0000 http://tmfassociates.com/blog/?p=3558#comment-950 [...] I noted last week, it appears that the FCC ruling on LightSquared is expected to be released very soon, and two more [...] [...] I noted last week, it appears that the FCC ruling on LightSquared is expected to be released very soon, and two more [...]

]]> By: timfarrar https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/comment-page-1/#comment-949 timfarrar Thu, 06 Sep 2012 19:19:48 +0000 http://tmfassociates.com/blog/?p=3558#comment-949 Good question. A lot to ponder there... But an Ergen/Slim partnership might be threatening enough to AT&T that they would feel forced to take out Dish at whatever Ergen's asking price is. Good question. A lot to ponder there…
But an Ergen/Slim partnership might be threatening enough to AT&T that they would feel forced to take out Dish at whatever Ergen’s asking price is.

]]> By: sboZ https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/comment-page-1/#comment-948 sboZ Thu, 06 Sep 2012 19:15:14 +0000 http://tmfassociates.com/blog/?p=3558#comment-948 The Slim and Ergen potential partnership is very interesting. What type of moves do you think Slim will make next in order to gain more share in the U.S.? The Slim and Ergen potential partnership is very interesting. What type of moves do you think Slim will make next in order to gain more share in the U.S.?

]]> By: timfarrar https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/comment-page-1/#comment-947 timfarrar Thu, 06 Sep 2012 18:48:12 +0000 http://tmfassociates.com/blog/?p=3558#comment-947 It seems most likely that Dish's recent investment was in Clearwire (which suggests that the mystery LightSquared investor was Carlos Slim, <a href="http://tmfassociates.com/blog/2012/05/24/how-many-billionaires-does-it-take/" rel="nofollow">as I previously surmised</a>). That could be regarded as a potential blocking move to prevent a firesale of Clearwire spectrum impacting the value of Dish's holdings. Alternatively it could be a prelude to some sort of collaboration between Dish and Clearwire (though rather unlikely to be a takeover or spectrum purchase). The most interesting question is whether Slim is also the potential partner that <a href="http://www.denverpost.com/business/ci_21341018/charlie-ergen-envisions-better-phone-service-targeted-commercials" rel="nofollow">Ergen has hinted at</a> for Dish's wireless network. Is DirecTV interested in investing in Clearwire? Realistically, Clearwire's curent LTE buildout plan is only suitable for providing incremental capacity to an existing wireless operator, not for a new entrant. Though some point to DirecTV's 2.5GHz deployment in Brazil, that's a completely different fixed wireless access (DSL competitor) model, not mobile broadband. It seems most likely that Dish’s recent investment was in Clearwire (which suggests that the mystery LightSquared investor was Carlos Slim, as I previously surmised). That could be regarded as a potential blocking move to prevent a firesale of Clearwire spectrum impacting the value of Dish’s holdings. Alternatively it could be a prelude to some sort of collaboration between Dish and Clearwire (though rather unlikely to be a takeover or spectrum purchase). The most interesting question is whether Slim is also the potential partner that Ergen has hinted at for Dish’s wireless network.

Is DirecTV interested in investing in Clearwire? Realistically, Clearwire’s curent LTE buildout plan is only suitable for providing incremental capacity to an existing wireless operator, not for a new entrant. Though some point to DirecTV’s 2.5GHz deployment in Brazil, that’s a completely different fixed wireless access (DSL competitor) model, not mobile broadband.

]]> By: sboZ https://tmfassociates.com/blog/2012/09/05/so-much-to-do-so-much-to-see/comment-page-1/#comment-946 sboZ Thu, 06 Sep 2012 18:33:05 +0000 http://tmfassociates.com/blog/?p=3558#comment-946 Tim, What do you think will be the outcome of Dish's recent 10-Q's strategic investment in one unnamed company? And, even though the Cableco Verizon deal is already approved by the FCC, do you think the FCC will have any reaction to DirecTv's recent filing which requested to have the Cable Companies divest their Clearwire interests within 6 months? Thanks, Sboz Tim,

What do you think will be the outcome of Dish’s recent 10-Q’s strategic investment in one unnamed company?

And, even though the Cableco Verizon deal is already approved by the FCC, do you think the FCC will have any reaction to DirecTv’s recent filing which requested to have the Cable Companies divest their Clearwire interests within 6 months?

Thanks,
Sboz

]]>