Wednesday, February 23, 2011

Harbinger Capital Partners - MSS/ATC Spectrum

March 2010 - MSS Spectrum News Archives

"Harbinger Capital Partners just bought SkyTerra which currently has a 2 bird satellite network MSAT1 and MSAT-2.

The company will replace these with SkyTerra-1 and SkyTerra-2 for MSS Services.

The company is trialling LTE networks in Denver and Phoenix in 2010 with commercial launch in Q3 2011. Since the network is a open network and wholesale as well, the business model is a bit different than the current mobile incumbents.

The company has 8MHz of spectrum at 1.4GHz and 5MHz at 1.6GHz for its terrestrial network and 10MHz of MSS/ATC Spectrum.

We think it could run a sort of entry level LTE data network with reasonable downlink speeds given a 5MHz channel and for lower data rate metering and other services, could even run smaller channels.

I wouldn’t expect a head to head battle between SkyTerrra and AT&T/Verizon/MetroPCS but it is another opportunity for component guys to sell more widgets."

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