RocketT🅰️nk123
695 posts

RocketT🅰️nk123
@RocketTank123
Posting Random fun bits about Space and Wireless Telecommunications
Katılım Mayıs 2022
112 Takip Edilen1.8K Takipçiler

I have always believed $ASTS and Sirius would partner. There is a lot of reasons why it would make sense. The #1 reason being AT&T owns an adjacent WCS Band, b30. However, this band is NOT valuable to AT&T today relative to other bands.
The B🅰️reskin Bear@Dmaj7add6overC7
I have to go, but there's a new FCC filing about "weird stuff." The FCC may soon allow S-band holders like Sirius and At&T to lease S-band spectrum directly to 3rd parties like $ASTS. There may be something here worth digging deeper into... docs.fcc.gov/public/attachm…
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@bugslinger24 I have a long thread on this. Here's the original one:
x.com/RocketTank123/…
Telstra has already stated the current Starlink solution does not fit the requirement. They need NTN-NR which will open up more bandwidth and better device performance.

RocketT🅰️nk123@RocketTank123
Very interesting dialogue came out of 3GPP RAN Plenary with regards to NR-NTN using IMT Bands (SCS over NR). There is a large push for SpaceX, its direct MNO partners, as well as technology developers (Mainly chipsets and base station vendors) to push NR-NTN SCS into 3GPP (1/n)
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@RocketTank123 I wonder if Starlink current offering will fit their definition of “connectivity” or if Telstra needs to keep the door open for a pivot to AST if Starlink does not meet the requirements. I believe more than intermittent texting will be required.
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@bugslinger24 Things could always change - as you even heard from AT&T CEO. These companies are likely always listening and if a better opportunity comes to them, they may consider committing to it. But given where we're at right now, I think Telstra to AST is the least likely of the big 3.
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@bugslinger24 Inversely, I think it's much likelier that TPG ultimately becomes a partner, given their Vodaphone connection. If you look at the MWC slide, they are included. But I don't think they were ever included in earlier investment presentations.

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