David Kagen remarks from pg. 10:
David Kagen, Globalstar
o Moving into Alpha with 72 kbps service
o Spot service starting next month
o IOT New deal with Karmana – provides all kinds of LED lighting in remote areas
o Focused on their current mission given their constraints
§ “Nipping at Iridium’s heels and picking-up their scraps”
o In pricing trough, but more ahead due to supply/demand
§ HTS pricing will impact L-band to an extent
o Will stay integrated on consumer side but open to 3rd parties on enterprise side
they're in Seattle for the Competitive Carriers Association (CCA) Annual Meeting
while i'd like to see at least 8 more satellites up............ i'm most impatient for the next generation Sat-Fi and Spot to be released
both have the potential to be adopted as money making consumer staples to a fair sized market and possibly even get some traction as "fads"
I suspicion the recent meetings with John Dooley and Harold Furchtgott-Roth at the FCC have been to emphasize that channel 14 use is the "intellectual property" of Dooley and GSAT.........so denial of GSAT's NPRM would pose significant legal challenges to any imagined attempts at eminent domain use of channel 14
Tom Wheeler understands this
so it's just a matter of whether he can get two more commissioners to understand
as a matter of fact............
Clyburn posted a picture of herself and Pai at microsoft to her Twitter on the 19th
so maybe we'll see an ex parte from them also
see GSAT's ex parte from 10/13/15 (Barbee responds to google's attempt at using GSAT's licensed spectrum)
Google now argues–for the first time –that as a policy matter the Commission should force a sharing regime upon Globalstar similar to the one that the U.S. Government voluntarily adopted for its own spectrum in the 3.5GHz proceeding. While this tiered sharing regime was an appropriate and agreed-upon solution in the 3.5 GHz proceeding, here Google is advancing its self-interest by proposing to replace the Commission’s existing flexible spectrum policies with a forced “one-size-fits-all” approach rendering licensed spectrum subject to sharing obligations that Google itself could administer. Google claims –with absolutely no empirical support –that it is “likely” possible to allow general unlicensed use of Channel 14 while still protecting Globalstar’s satellite services from harmful interference. Google could likely make the same unsupported claim with respect to any licensed operator’s spectrum and even to the proprietary networks of any unlicensed operator. Taken to its logical extreme, Google’s new policy position would have severe negative implications for competition in the wireless industry as all spectrum could become “Google-ized” under its administration, including emerging Wi-Fi First service offerings. What licensed spectrum operator would ever propose a new, innovative spectrum usage solution if, to do so, it would run the risk of having its ideas controlled by Google, resulting in the elimination of any commercial benefit and a higher likelihood of potential interference with its core licensed services? In addition to establishing harmful precedent, Google’s “one-size-fits-all” approach would, at a minimum, significantly delay the dramatic consumer benefits that are otherwise achievable in this proceeding, potentially create harm to Globalstar’s licensed satellite services, and contravene the Commission’s sound policies
I think the modified proposal is already in place
but in the last 3 weeks..........O'Rielly was in Europe, Clyburn was in California and Rosenworcel was in Colorado
last week they all seemed to have stayed in D.C and none of them are tweeting about going anywhere next week
that greatly increases the chances something will happen soon
another thing that might work in our favor..........
O'Rrielly just posted his list of "process reform proposals"
so (being in the minority) if he wants the chairman to work with him on his proposals he's more likely to be agreeable and compromising on the chairman's proposals
very interesting stuff Montauk..............
There are over 30,000 boxes that need replacing and the cost of our appliance is 50% less than renewing a GSA today. What's even more amazing is MC+A built all the connectors for the GSA, and now they are being retooled to work with the Yippy Search Appliance.
What that means is this. We can literally take out a Google box, use the same network mapping, same MC+A connectors along with those acquired from MUSEGLobal, and spin it up in hours. Providing services that no other appliance can do in the world.
We just hired a new COO who came from IBM Watson Solutions Group, we'll formally announce him shortly. Do not under estimate the potential of Yippy or the powers behind our company. Patience is the key when building a major company. Some times you have to go back to go forward, and wait for your breaks.
Lastly I want to talk about Globalstar.
Jay, my friend and partner, knows what we have together. He is always there for us, and we are there for him. His team is killing it right now, and the new products coming out overshadow TLPS.
Globalstar and Yippy will beat everyone, I MEAN EVERYONE, for providing internet access to un-served markets. We are working on a deal right now to provide internet enabled kiosk for a major online retailer that will bring new customers into world economy. It's really quite incredible to think two small caps have the answer and the ability to make that happen.
It is a slam dunk.
first........they all got to stay in D.C. long enough to get the job done
last we heard O'Rielly was somewhere in Europe
and now Rosenworcel is tweeting she just arrived in Colorado
it's no wonder these things drag out
the AM Revitalization order took app. 10 weeks on circulation
we'll be at 7 weeks come Friday
Tim Taylor said in the last CC that the next gen Spot device would come out in a "couple months" and next week will mark 2 months
so, hopefully we'll see it very soon
1) go to FCC website
2) under "proceeding and actions" click on "electronic comment filing system"
3) where it says "specify proceeding (optional)" type in "13-213" then click on where you see the "Globalstar NPRM" pop up
4) click on the "search" tab at the bottom of the page