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12 GHz Band Likely Next Big FCC Decision: New Street

The 12 GHz band will likely be the subject of the “next big spectrum decision” by the FCC (see 2203210056), New Street’s Blair Levin said in a weekend note to investors. Interference questions are likely to be resolved through an…

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Office of Engineering and Technology analysis of proposals by the 5G for 12 GHz Coalition, he said. “While that Office is sophisticated in keeping to its engineering lane and not trying to make policy, this is the kind of issue on which it is very persuasive with the Commissioners,” he said: “The coalition did submit two engineering studies, one about terrestrial/Direct Broadcast Satellite sharing and the other about terrestrial/non-geostationary Fixed-Satellite Service sharing. Starlink has criticized the studies … but has not offered an engineering study of its own.” Levin said questions remain about the timing of the 2.5 GHz auction, set to start in July (see 2203220066), before the Sept. 30 expiration of FCC auction authority. “The FCC itself has raised questions about whether, after that date, it has authority to issue licenses for an auction, even if the auction commenced before that date,” Levin said: “We think the issue will be resolved to allow the auction and subsequent licensing to proceed but will continue to monitor the situation. A failure for Congress to act could be negative for T-Mobile but positive for its direct competitors.”