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	<title>Comments on: This speech, like youth, wasted on the young&#8230;</title>
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	<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/</link>
	<description>Satellites, spectrum and other stuff</description>
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		<title>By: FCC Limits Dish on LTE Terrestrial Spectrum</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-1014</link>
		<dc:creator>FCC Limits Dish on LTE Terrestrial Spectrum</dc:creator>
		<pubDate>Sat, 24 Nov 2012 00:00:23 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-1014</guid>
		<description>[...] AWS-3 spectrum, desired by T-Mobile, may also be auctioned in the 1755-1780MHz and 2155-2180 MHz band. [...]</description>
		<content:encoded><![CDATA[<p>[...] AWS-3 spectrum, desired by T-Mobile, may also be auctioned in the 1755-1780MHz and 2155-2180 MHz band. [...]</p>
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		<title>By: TMF Associates MSS blog &#187; The emperor has no clothes&#8230;</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-983</link>
		<dc:creator>TMF Associates MSS blog &#187; The emperor has no clothes&#8230;</dc:creator>
		<pubDate>Sat, 13 Oct 2012 15:11:49 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-983</guid>
		<description>[...] I pointed out last week, despite growing skepticism over &#8220;What happened to the spectrum crunch?&#8220;, the FCC [...]</description>
		<content:encoded><![CDATA[<p>[...] I pointed out last week, despite growing skepticism over &#8220;What happened to the spectrum crunch?&#8220;, the FCC [...]</p>
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		<title>By: timfarrar</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-978</link>
		<dc:creator>timfarrar</dc:creator>
		<pubDate>Fri, 05 Oct 2012 22:31:36 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-978</guid>
		<description>It&#039;s possible Sprint has been backed sufficiently into a corner (assuming the TMO/MetroPCS deal goes through) that they would have to do a joint deal with Ergen for Clearwire. But this wouldn&#039;t look anything like the Sprint-LightSquared arrangement, which Sprint was hoping to establish as a model for a future public safety D block hosting deal. There are also complications in that all Sprint really needs from Clearwire is a portion of their spectrum, but not the tower leases and Dish probably doesn&#039;t need much 2.5GHz spectrum (except on an interim basis for a WiMAX network). Indeed Ergen suggested that if anything he needs lower frequency spectrum (Incentive auction? LightSquared? 700 E block? Partner?). So why do a full buyout of Clearwire?</description>
		<content:encoded><![CDATA[<p>It&#8217;s possible Sprint has been backed sufficiently into a corner (assuming the TMO/MetroPCS deal goes through) that they would have to do a joint deal with Ergen for Clearwire. But this wouldn&#8217;t look anything like the Sprint-LightSquared arrangement, which Sprint was hoping to establish as a model for a future public safety D block hosting deal. There are also complications in that all Sprint really needs from Clearwire is a portion of their spectrum, but not the tower leases and Dish probably doesn&#8217;t need much 2.5GHz spectrum (except on an interim basis for a WiMAX network). Indeed Ergen suggested that if anything he needs lower frequency spectrum (Incentive auction? LightSquared? 700 E block? Partner?). So why do a full buyout of Clearwire?</p>
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		<title>By: telcominvestor</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-977</link>
		<dc:creator>telcominvestor</dc:creator>
		<pubDate>Fri, 05 Oct 2012 22:04:24 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-977</guid>
		<description>Tim-
You have made a good case for Dish&#039;s interest in Clearwire.  I was wondering what your thoughts were for Sprint to make a move to purchase the remaining interest in Clearwire or do so jointly with Dish.  Could this be the reason Dish has been purchasing the debt?  If they have been buying the debt at a material discount to par, wouldn&#039;t this be the most efficient way of working themselves into the equation?  Or would Dish be interested in swapping the debt for spectrum?  Another way to efficiently use capital versus an outright cash deal?</description>
		<content:encoded><![CDATA[<p>Tim-<br />
You have made a good case for Dish&#8217;s interest in Clearwire.  I was wondering what your thoughts were for Sprint to make a move to purchase the remaining interest in Clearwire or do so jointly with Dish.  Could this be the reason Dish has been purchasing the debt?  If they have been buying the debt at a material discount to par, wouldn&#8217;t this be the most efficient way of working themselves into the equation?  Or would Dish be interested in swapping the debt for spectrum?  Another way to efficiently use capital versus an outright cash deal?</p>
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		<title>By: tmfsite</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-976</link>
		<dc:creator>tmfsite</dc:creator>
		<pubDate>Fri, 05 Oct 2012 03:13:33 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-976</guid>
		<description>Tim, Its your site so you get to say what you want.  I get these fools in DC need to raise some funds to pay for all their money burning but there are real interference issues highlight by industry and Julius doesn&#039;t hold ANY CARDs.  For instance, the first time that Charlie tried to take a run at Loral was back in 2003.  He&#039;s been watching it ever since, plotting, planning with friends to take another run.  What this administration simply doesn&#039;t understand is that investors (the kinds that actually build businesses and hire people) don&#039;t have to invest when they don&#039;t see the returns that they want.  Charlie doesn&#039;t have to play ball with Julius if he doesn&#039;t like the game he sees and if you really understood the scope of what was going on and the types of dollars that are at play across the telecom industry right now than you would realize that he can take his ball and go home for a while and these &quot;Sound Bites&quot; in DC will be left flailing in front of the camera very much Presidentially.</description>
		<content:encoded><![CDATA[<p>Tim, Its your site so you get to say what you want.  I get these fools in DC need to raise some funds to pay for all their money burning but there are real interference issues highlight by industry and Julius doesn&#8217;t hold ANY CARDs.  For instance, the first time that Charlie tried to take a run at Loral was back in 2003.  He&#8217;s been watching it ever since, plotting, planning with friends to take another run.  What this administration simply doesn&#8217;t understand is that investors (the kinds that actually build businesses and hire people) don&#8217;t have to invest when they don&#8217;t see the returns that they want.  Charlie doesn&#8217;t have to play ball with Julius if he doesn&#8217;t like the game he sees and if you really understood the scope of what was going on and the types of dollars that are at play across the telecom industry right now than you would realize that he can take his ball and go home for a while and these &#8220;Sound Bites&#8221; in DC will be left flailing in front of the camera very much Presidentially.</p>
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		<title>By: timfarrar</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-974</link>
		<dc:creator>timfarrar</dc:creator>
		<pubDate>Thu, 04 Oct 2012 23:31:06 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-974</guid>
		<description>Thanks for the comment. Of course an H-block auction would not be &quot;to Sprint&quot;, but the rules that it would be auctioned under (with power limits in 1917-20MHz) make it far more useful to Sprint, to combine with the G block for 10x10 LTE, than to anyone else. Sprint will have to pay up, probably to the tune of a couple of billion dollars, but it wouldn&#039;t be very (politically) smart for AT&amp;T or Verizon to try and outbid them, and the spectrum would be less useful to a smaller player (and vulnerable to a 700 A block reprise of no compatible devices being available).

With regard to DISH&#039;s submission to the FCC, the FCC is not allowed to decline to auction the H block because of AWS-4 interference, only because of potential PCS interference (which at least according to Sprint can be addressed through imposing power limits in 1917-20MHz, and is therefore nothing whatsoever to do with DISH).

As I&#039;ve noted previously, an H block auction raising a couple of billion dollars (a reasonable benchmark for what Sprint would have to pay) is also a good way to mitigate windfall concerns (despite Public Knowledge et al rowing back on their original comments). It is inconceivable that any reasonable amount of money could be raised by the auction restrictions DISH suggests - remember that the last auction of Air-To-Ground spectrum only raised $40M and small cell spectrum is exactly what future sharing efforts are supposed to deliver. I&#039;d guess auction proceeds under these restrictions could well be less than $100M. How would that go down in Congress when Genachowski is promising that &quot;the revenue generated will serve as a down-payment on funding a nationwide Public Safety Network and to reduce the deficit&quot;?

Finally, I don&#039;t think most people really believe that there would be major delays, or significant BAS interference concerns due to a 5MHz uplink shift.</description>
		<content:encoded><![CDATA[<p>Thanks for the comment. Of course an H-block auction would not be &#8220;to Sprint&#8221;, but the rules that it would be auctioned under (with power limits in 1917-20MHz) make it far more useful to Sprint, to combine with the G block for 10&#215;10 LTE, than to anyone else. Sprint will have to pay up, probably to the tune of a couple of billion dollars, but it wouldn&#8217;t be very (politically) smart for AT&#038;T or Verizon to try and outbid them, and the spectrum would be less useful to a smaller player (and vulnerable to a 700 A block reprise of no compatible devices being available).</p>
<p>With regard to DISH&#8217;s submission to the FCC, the FCC is not allowed to decline to auction the H block because of AWS-4 interference, only because of potential PCS interference (which at least according to Sprint can be addressed through imposing power limits in 1917-20MHz, and is therefore nothing whatsoever to do with DISH).</p>
<p>As I&#8217;ve noted previously, an H block auction raising a couple of billion dollars (a reasonable benchmark for what Sprint would have to pay) is also a good way to mitigate windfall concerns (despite Public Knowledge et al rowing back on their original comments). It is inconceivable that any reasonable amount of money could be raised by the auction restrictions DISH suggests &#8211; remember that the last auction of Air-To-Ground spectrum only raised $40M and small cell spectrum is exactly what future sharing efforts are supposed to deliver. I&#8217;d guess auction proceeds under these restrictions could well be less than $100M. How would that go down in Congress when Genachowski is promising that &#8220;the revenue generated will serve as a down-payment on funding a nationwide Public Safety Network and to reduce the deficit&#8221;?</p>
<p>Finally, I don&#8217;t think most people really believe that there would be major delays, or significant BAS interference concerns due to a 5MHz uplink shift.</p>
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		<title>By: tmfsite</title>
		<link>https://tmfassociates.com/blog/2012/10/04/this-speech-like-youth-wasted-on-the-young/comment-page-1/#comment-973</link>
		<dc:creator>tmfsite</dc:creator>
		<pubDate>Thu, 04 Oct 2012 23:06:54 +0000</pubDate>
		<guid isPermaLink="false">http://tmfassociates.com/blog/?p=3635#comment-973</guid>
		<description></description>
		<content:encoded><![CDATA[<p>Tim &#8211; you are a bit over your skis on this one.  The speech doesn&#8217;t really confirm anything (beyond the politics of the administration and FCC).</p>
<p>The mandate from the Middle Class Tax Relief Act says to auction the &#8220;H&#8221; block.  It doesn&#8217;t say to Sprint.  Please note the following for your readers to improve the accuracy of this post.</p>
<p><a href="http://apps.fcc.gov/ecfs/document/view?id=7022027451" rel="nofollow">http://apps.fcc.gov/ecfs/document/view?id=7022027451</a></p>
<p>&#8220;During the meetings, DISH urged the Commission to complete the above-referenced rulemaking as expeditiously as possible, and maintain the existing band plan, consistent with the AWS-4 NPRM.<br />
1 DISH reiterated that a 5 MHz upward shift of the AWS-4 uplink spectrum at 2000-2020 MHz would needlessly inject serious delay and risk to DISH’s planned deployment.<br />
2 In addition, DISH explained that deploying high-power terrestrial mobile broadband services in the lower and upper H Block (1915-1920 MHz/1995-2000 MHz) could also create significant<br />
interference to PCS and AWS-4.<br />
3 For AWS-4 alone, high-power H Block operations would render, at least, 25 percent of the AWS-4 uplink band unusable. Consistent with other stakeholders in this proceeding, DISH provided the Commission with a number of alternative uses for the H Block that would make it viable for auction,4 without jeopardizing the ability to deploy mobile broadband services in the AWS-4 band (2000-2020 MHz and 2180-2200 MHz), and without requiring a reduction in emissions or power levels of AWS-<br />
4. Specifically, these options include small cell LTE broadband deployment in both the HBlock uplink (1915-1920 MHz) and downlink (1995-2000 MHz); Air-to-Ground service in the H Block uplink and Ground-to-Air service in the H Block downlink; as well as a combination of<br />
these two services within the band. In addition, DISH committed to reasonably cooperate with FCC efforts to establish service rules for the H Block in the future that allow for productive use of the H Block while providing protection for other bands and services, including AWS-4.</p>
<p>For Motorola&#8217;s &amp; AT&amp;Ts comments suggesting a shift for Dish but no auction of the &#8220;H&#8221; block just for &#8220;Sprint&#8221;  see this filing<br />
4 See e.g., Motorola Mobility Comments, WT Dkt. Nos. 12-70 and 04-356 and ET Dkt. No. 10-142, at 4 n.8 (May<br />
17, 2012); AT&amp;T Comments, WT Dkt. Nos. 12-70 and 04-356 and ET Dkt. No. 10-142, at 5-7 (May 17, 2012).</p>
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