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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: ftth who wrote (39009)	7/3/2011 4:08:14 PM
From: axial	Read Replies (1) of 46821

Thanks. Nice reference. It appears that LightSquared made an aggressive play that's consistent with a trend to slice 'n dice spectrum more tightly. Reading upstream comments from you, petere and others on spectrum sharing/interference, one gets the sense that we're dealing with preparatory issues for cognitive radio. LightSquared's offer: initial confinement to 10 MHz of spectrum use, which gives the GPS industry time to improve discrimination on ~200,000 receivers. Technically achievable, but with a cost. Whether the FCC is in a position to impose a decision on receivers is not clear, but it seems that authority is consistent with solving the immediate problem, and also longer-term cognitive radio issues. Perhaps it will require legislative action. Given the polarized political environment these days, that might mean delay or worse. Still, "splitting the loaf" on the LightSquared/GPS issue and clearly giving the FCC authority that will be needed anyway seems reasonable. One has to admire the chutzpah in LightSquared's strategy: a gamble with clear risks, where they appear to have read the intersecting trends, pressures and probabilities very well. Jim

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