OET Analysis, Not Lobbying, Will Determine Fate of 12 GHz: New Street
Dish Network meetings at the FCC to advocate for 5G in 12 GHz, and Starlink’s push against it (see 2207260050), will likely have little material impact on the agency’s final decision, New Street’s Blair Levin told investors in a weekend…
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update. “We continue to believe the decision will likely be a direct function of the report of the Office of Engineering and Technology on whether there would be harmful interference if the band were used for both satellite and terrestrial services,” he said. Levin said it's unclear whether Congress will approve another $3.08 billion to pay the costs of replacing the unsecured Chinese equipment in telecom networks (see 2207220052). “If Congress doesn’t act, it could cause some of the affected carriers to exit, though it could also lead to an accelerated consolidation in the space, which also is facing changing dynamics as other federal funds are flowing in to upgrade rural networks and fixed 5G is starting to take market share,” he said.