Re-post from another board in response to investor's criticism of LightSquare's use of MSS spectrum as a hybrid satellite-terrestrial network:
You talk like there is only one opinion and only a problem of LightSquared interference of legitimate GPS use of spectrum.
My stance is that the GPS industry should have been taking the advised measures so that their use did not bulge out into the surrounding bands. This is like the 900lb. fatty... he may be jolly but its good medicine to tell him to go on a diet and live right. Now that he is fat, the FCC has no power to simply tell GPS companies to stop using the adjoining spectrum except by allowing the best use of the spectrum , which, BTW, is what congress created them for.
I expected there to be problems and that most of these would be caused by the engineering axiom 'improperly designed receivers cause interference'. Some GPS applications, such as Sprint, Verizon, AT&T's use of precision GPS at base stations, and the use of GPS filters and better tuned RF in mobile devices, have taken the recommendations to heart and do not cause interference under LS's more reasonable new plan.
LS has always been a long shot and never has threatened Clearwire directly except that it interferes with their misguided plan for always depending on Sprint for more funding. That plan focuses investors now on LightSquared as shifting the focus of Sprint's limited available capital. Also, I've been talking about the US inflato-world economy for a decade... before CLWR and have little sympathy for BOD or management that have not anticipated that the punch bowl might eventually be pulled away. Clearwire's spending has been predicated on receiving more funding. I thought they were grossly under funded to start. I've got little sympathy for business strategies that were misguided and led to high cost of subscriber acquisition and over dependence on Sprint except as an experiment.
However, LS is not what has changed in the course of Clearwire's business. No Sprint funds have shifted to LS. In fact, Sprint stands to gain ability to do joint LTE deployments that can benefit Clearwire's ability to put into play and wholesale their spectrum ... because their plan has been to rely on other's for funding.. LS has it, Sprint doesn't and the economy means outside funds are scarce and costly.
The bash LightSquared childish game would be fine except they are not the current competition and are not the only new hybrid satellite-terrestrial or unleashed spectrum player now on the scene or expected to spring up in the future. Clearwire has to deal with current and future competition that have better chances than LightSquared to go live and have an impact.
LS is having problems, as expected, but still has a fair chance of being able to use 10MHz-15MHz of spectrum. That is not enough to threaten Clearwire. It could be complimentary if Clearwire was jointly developing with LS.
Clearwire must become innovative. They should have agreements for others to use their spectrum and fund them. The performance of the company determines the stock price. Part of that is how they are prepared to work with or out-flank other operators like LightSquared. |
