New Draft Paper on Spectrum Demand Forecast Error

Aalok Mehta (PhD candidate at USC ) and I just finished a draft of a paper we are scheduled to present at the Telecom Policy Research Conference (TPRC) next month. The paper, “Overestimating Wireless Demand: Policy and Investment Implications of Upward Bias in Mobile Data Forecasts,” is about forecast error in demand estimates for spectrum. […]

U-verse is the Regulatory Key to the Proposed AT&T/DIRECTV Merger

AT&T ‘s proposed $48 billion acquisition of DIRECTV is based on two simple business facts – 1) AT&T has broadband but needs a stronger video product to compete with cable; and 2) DIRERCTV needs a voice and broadband product to compete with cable. By combining services the can save money on customer service, back office […]

FCC Auctions May Disappoint – Supply of Money Less than Supply of Spectrum

There’s a legitimate question as to whether the wireless industry has enough money to pay historical prices for spectrum the FCC intends to auction over the next 18 months. The FCC intends to auction approximately 150 MHz of spectrum between the AWS-3 and the Broadcast Incentive auction (assuming 65 MHz at AWS-3 and 85 MHz […]

The Road to Approval for a Sprint/T-Mobile Merger May Run Through DISH Network

It’s no secret that Sprint (S) and T-Mobile (TMUS) have been exploring a potential merger and that there are significant concerns over whether such a merger would be approved. Sprint and T-Mobile argue that the US wireless market is a near-duopoly dominated by ATT (T) and Verizon (VZ) with a combined market share of approximately […]

Intelsat’s Yearend Results Highlight Dependence on Next Generation Epic Satellites

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