Posts Tagged ‘lte’

T-Dish: The Timing is Perfect

Friday, August 15th, 2014

Earlier this month, Charlie talked about how he liked Sprint’s potential to be successful in wireless.

Not really: I think he wants Son to pay more for it!

The real value in wireless communications is in its spectrum licenses. Without that, you don’t have much to grow with. Add ready-to-go infrastructure to your spectrum and you can make some dough. Dish’s video business has probably reached its limit and they’ve been accumulating spectrum for an eventual “wireless play.” Competing against the cable and telco “triple-play” (voice, video, data) — or quad-play of Verizon and AT&T (landline voice, video, data, wireless/mobile) — left Dish an an inherent disadvantage. Without any landline business, using satcom for Internet is inefficient. If, however, Dish could make a “modern triple-play” (video, wireless data, wireless voice) then it could retain a substantial portion of its subscriber base. In general, triple-plays help reduce churn rates.

T-Mobile is on a tear; five quarters of 1.5 million net-adds. They just need some more spectrum and Dish has it — and cash flow to help pay down debt. LightReading has the best analysis:

The appeal of the Dish position is that the satellite provider holds 50MHz of spectrum in the US — 40MHz in the AWS-4 band and 10MHz in the H-Band — that is very close to the AWS spectrum that T-Mobile has been deploying its 4G LTE network in.

“We could certainly very rapidly deploy on his spectrum,” Carter noted.

This would give the pair the opportunity to offer really large LTE channels for faster over-the-air services, possibly doubling up on the 2x20MHz LTE channels that T-Mobile can offer today. Although Carter noted that the operator will move beyond that by itself anyway, without offering much further detail.

Of course, that would mean striking a deal between the two and — as Carter noted — Ergen is a “tough negotiator.” Still, he opined, it would be very difficult and expensive for Dish to deploy a wireless network on its own, and the provider is running out of time to strike a 4G deal with a partner.

Everybody seems to agree.

The timing is perfect for Dish to buy T-Mobile and turn their wireless service into a very strong #3 quickly — and grow it to some day become #2.


Thuraya Heep

Thursday, May 23rd, 2013

Ah, integrating an iPhone with satellite services. We’ve been after that for years and I’m sure we’ll see both talk, text, broadband data and TV — some by satcom, but mostly by terrestrial (GSM, CDMA, LTE, whatever). Dish Network will be the first.

When you’re out in the wilderness, you wish you could connect by satellite. The first was TerreStar with their Genus a few years ago. That sold for $1,100+ back then — which was nuts.

Thuraya had their system — using GSM and satellite when signal was unavailable — up and running in deserts of Asia and Africa since 2001. How many handsets have they sold? Would you believe 600,000? That’s right: it took 12 years to sell that many — and I don’t think you’re counting net handsets in use today (churn, upgrades, etc., over the years). The new boss from Michigan is really getting this moving.

A couple of months ago, they introduced SatSleeve — an enclosure, battery supplement and satellite transceiver. It costs around $650 and probably many dollars per minute to use.

Sorry I wasn’t paying attention, but I had a lot going on. I think this is a brilliant product and I hope they sell a ton of them. It takes a big thinker from Detroit to make it happen.

Just in time for the magician’s birthday.


Satcom Erosion: 4G LTE

Wednesday, April 18th, 2012

Companies such as Hughes and Spacenet probably don’t have to worry about, as their future in transaction processing with VSAT technology isn’t going away. It may not be growing much, but the business is there.

Until an alternative process for secure transactions comes around. Well, here comes Verizon Private IP Wireless LTE.

A report in Computerworld puts it into the proper perspective for the satcom set:

With the new service, customers with LTE smartphones and tablets and LTE modems for their laptops can access the nearest cell tower and will then be routed to an enterprise gateway in one of many Verizon switching centers, Konings said. Data routed to and through the enterprise gateway is encoded, but not encrypted, and kept totally separate from the public Internet. Encryption of the data can be added, if desired.

At a Verizon switching center, the data then also joins Verizon’s global MPLS network, Konings said.

Verizon demonstrated ATM cash machines that are connected to its LTE network at CES in January, but the company didn’t describe its Private IP connection, which can be used to keep transactions secure and will allow a bank to move an ATM more easily to a new location.

LTE speeds, generally described by Verizon as 10 times faster than EV-DO, will also be useful for quickly activating remote digital signs and can even be used for transmitting video wirelessly, he said.

A news report with video can be transmitted over the Private IP LTE network instead of a more expensive satellite connection, he said. Also, wireless over LTE could be used as a backup network or for routing data to storage.

“With faster speeds, companies can provide many more apps [wirelessly] than before,” he said. Verizon describes its LTE speeds for consumers as averaging 10 Mbps on downlinks, with up to 2 Mbps on uplinks.

In addition to wireless data costs, the only cost to a business for Private IP over LTE is a $500 one-time charge to create a mobile private network, which can serve up to 1,000 sites, Konings said.

SNG? 1,000 data site? That’s satcom territory! This will be interesting to watch — especially when you add the satellite bandwidth used for video contribution feeds. Big business (read: satellite operators) ought to take notice.