Is “Terrestrial Bias” a Political Problem for the Satellite Industry?

By Armand Musey | October 15, 2013

Is “Terrestrial Bias” a Political Problem for the Satellite Industry? I recently caught-up with a European wireless executive and we compared notes on the communications industry. While discussing different technologies, I mentioned the progress satellite broadband was making in various countries. He responded with an interesting insight. Simply put, local politicians are eager to support…

Takeaways from CCA Convention in Las Vegas

By Armand Musey | September 19, 2013

The Competitive Carriers Association held their annual convention earlier this week in Las Vegas.  A few takeaways: 1) Concern over LTE upgrade cycle. Small to mid-sized carriers appear anxious about the costs and benefits of LTE. They seem to realize they will need to do it eventually in order to remain competitive. But they are…

“The Spectrum Handbook 2013” Released

By Armand Musey | September 15, 2013

Summit Ridge Group, LLC is pleased to announce the release of its publication, The Spectrum Handbook 2013. The 182-page publication provides an overview of spectrum-related issues globally from technical, regulatory and business perspectives while acknowledging the many public policy issues. The Handbook is intended to be a useful resource for new attorneys, bankers and government staffers…

More Evidence on Widespread Telecom Pricing Pressure

By Armand Musey | August 18, 2013

Last week I attended the 16th Annual Oppenheimer Technology, Internet and Communications Conference in Boston. Over 100 companies also attended, with 5 to 7 presenting simultaneously in different rooms, so unfortunately I could not attend all of them and concentrated my time on the communications presentations including: American Tower [AMT], AT&T [T], Ceragon Networks [CRNT],…

Why the Wireless Tower Operators Haven’t Participated in the 2013 Market Rally

By Armand Musey | August 5, 2013

Why the Wireless Tower Operators Haven’t Participated in the 2013 Market Rally The S&P and the NASDAQ are up approximately 20% year to date. Yet the three largest tower operators (American Tower [AMT], Crown Castle [CCI] and SBA Communications [SBAC]) have not participated in this rally (YTD returns between 1% and -11%) despite the rapid…

Wall Street Finally Starting to UnderstandHigh Throughput Satellites

By Armand Musey | July 17, 2013

A recent Morgan Stanley research report  suggest they are cooling on their view of SES, in part, due to the expanded capacity upcoming High Throughput Satellites (HTS) may bring the industry. Each of these satellites has 40x to 100x the capacity of a traditional single-beam satellite. The Morgan Stanley report estimates that industry capacity may increase…

Is there an Attractive Business Model for Shared Spectrum?

By Armand Musey | July 14, 2013

The telecom industry has seen a tremendous increase in interest in unlicensed shared spectrum over the past year or so. Wi-Fi has been an amazing success, now carrying nearly 50% of wireless traffic. Moreover, the U.S. government has over 400 MHz of additional spectrum in the NPRM stage that it is planning to make available…

Conference Summary – More Weak Arguments from Big Companies

By Armand Musey | June 16, 2013

I attended the Optimal Coevolution of Mobile Broadband Technology and Spectrum Policy workshop in Washington D.C. on Friday.  A number of leading spectrum policy and technology figures were present. Key takeaways: 1)   Blair Levin (Aspen Institute Fellow and an author of the National Broadband Report) indicated that earlier drafts of the National Broadband Plan included a…

Wireless Industry Lobbying Mutes Alternative Views

By Armand Musey | June 11, 2013

The wireless industry invests roughly $30 billions of dollars annually in capital expenditures building out their networks and acquiring spectrum. The major carriers average $5 billion to $10 billion in capital expenditures each. Given that the industry is heavily regulated, it would be irresponsible for them to not protect their investment with appropriate political lobbying…

Putting the State of the U.S. Wireless Industry in Perspective

By Armand Musey | May 13, 2013

I’ve neglected this blog for a while as I am working on my forthcoming “Spectrum Handbook 2013” which I expect to release in a few weeks. Please contact me if you’d like a copy. But I did have a chance to attend the Winnik International Telecoms and Internet Forum in Washington, D.C. on Thursday and…