Lee Roach on X
$MILFF’s up big today! https://t.co/auDf748wFm
Topic
telecom
Everything our editor has picked under this tag, best first.
KVH Industries
KVH Industries is winding down capital-intensive GEO antenna manufacturing and pivoting to an asset-light maritime connectivity business.
marginofdanger on X
APTL’s $25 million-EBITDA Alaska utility and telco support its low-$80 share price; its Westport subsea-cable landing site and 30% share-count reduction add optionality.
Mike on X
@DeepSailCapital $RDCM is interesting.
Laughing Water Capital on X
NN says joint testing has been needed for two years and alleges opposition has resisted it.
Laughing Water Capital on X
@cfrischer1 The use cases for satellite part 15 are extremely limited, & to suggest this is bad for $NN is silly. If there is interference or not is the only thing that matters whether on land or in space.
Laughing Water Capital on X
@darkstarsats @JoesAutopen @cfrischer1 @CalgaryLeveen @mil01425146 @SteveCrowley Probably for the same reason the opposition has submitted reports that need to break the laws of physics in order to suggest interference. $NN
Laughing Water Capital on X
@darkstarsats 2/x) $NN can play a video for congress of them running tests right outside the capital building, or maybe even inside, and say "see, no interference."
Laughing Water Capital on X
I think there is signal value here. No way the FCC runs $NN tests at the literal capital building unless they have sign-off from the highest levels. To much risk of this being labeled a “stunt” unless the FCC and higher powers are strongly supportive. https://t.co/Eaxyu0UbS4
Laughing Water Capital on X
@darkstarsats @dylan_ascencios @dan_tmt and why would anyone have to retool antennas or receivers when almost all (but not all) Part 15 are center tuned to 915, which $NN doesn't want. Why are 10 Mhz around 915 not enough when EU and China do it with 5 or 6 MHz?
Laughing Water Capital on X
The 907-918 MHz Part 15 allocation is compared with smaller European and Chinese bands for similar devices.
Laughing Water Capital on X
@mil01425146 @darkstarsats Hudson and Guthrie have both been vocal supporters of the need for terrestrial backup to GPS/PNT. Hudson has even spoken at the same events that $NN CEO Sorond has spoken at. This is bullish.
Laughing Water Capital on X
@scottwilsonUSD @cfrischer1 just more of the same. no effort to explain why US RFID/part 15 needs all of lower 900 when the rest of the world functions fine with much less, & ignoring that $NN is meant to be just part of a system of systems.
Laughing Water Capital on X
@JoesAutopen yes - it is on Carr. The same Carr who has surely seen the real world testing that $NN has done, and still submitted a draft NPRM. Is it your belief that the real world data was negative, and Carr chose to purposefully put his head on the chopping block?
Laughing Water Capital on X
SpaceX, Amazon and mobile network operators may compete for $NN’s low-band spectrum, creating an extreme upside case if several parties need the asset.
Laughing Water Capital on X
@CalgaryLeveen @cfrischer1 @sScCrRaAbBLLeE 4/x) i'd bet RFID would drop their objections to $NN's plan in exchange for licensed status in 907-918 (or 908-917Mhz). Seems like a fair compromise to provide terrestrial backup to GPS in the U.S. for free.
Laughing Water Capital on X
NextNav ($NN) does not seek 907 to 918 MHz, despite RFID’s strongest signal at 915 MHz and narrower RFID allocations in Europe and China.
Laughing Water Capital on X
NextNav calls for interference testing in the 902-928 MHz band and questions RFID’s use of the spectrum. An NPRM could require real-world tests.
Laughing Water Capital on X
AST SpaceMobile faces questions over SpaceX and Amazon’s distribution, capital advantages and pricing in a three-player satellite communications market.
Laughing Water Capital on X
$NN https://t.co/q3EOINP0pt
Laughing Water Capital on X
NextNav’s appointment of CTIA CEO Ajit Pai to its board is presented as a signal of confidence in its FCC regulatory outlook.
Laughing Water Capital on X
Sounds like terrestrial GPS is being prioritized $NN https://t.co/EZoHuCydcB
Laughing Water Capital on X
Terrestrial backup to GPS is essential. $NN https://t.co/sCRxCPCldm
Laughing Water Capital on X
In case you had any doubts on the case for terrestrial GPS. $NN https://t.co/js8mXHYTA6
