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pierredv : seekingalpha   1

Intelsat's FCC Pipedream - Intelsat SA (NYSE:I) | Seeking Alpha, Paul Litchfield, June 2018
Via Rich Lee

"The Mobile NOW Act, passed in March of last year, instructed the FCC to make available at least 255MHz below the 6GHz frequency by the end of 2020, with a goal of making 500MHz available."

"You can see from these points that the satellite companies really do not have much to offer that is of value to the mobile companies or the FCC and thus their proposal is very unlikely to be accepted."

(p. 5)"SES investors have heeded their CEO's advice and built in only a very small premium for any potential FCC windfalls, in stark contrast to the gargantuan gains racked up by Intelsat."

(p. 5) "However, for the sake of argument, let’s assume that the satellite companies are somehow able to accomplish the herculean task of fixing all these six problems. They offer to vacate at least 300MHz of spectrum, they are able to trample the rights of the FS companies, they convince the FCC to act in a seemingly unfair, legally challengeable manner, they get all the other satellite companies on board and they manage to convince the mobile companies to pay for something that they don’t need (satellite service licenses) for time periods that are too short and for licenses that have already expired. In that case, how does this proposal look compared to the usual ways of vacating spectrum?"
Intelsat  investing  spectrum  5G  satellite  legislation  SeekingAlpha  SES  cellular 
june 2018 by pierredv

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