This Week: SpaceX’s Spectrum Deal, EchoStar’s Exit, and the Future of Satellite Wireless with Tim Farrar
Analysts Don Kellogg and Roger Entner are joined by Tim Farrar, president of TMF Associates, to unpack SpaceX's $17 billion purchase of spectrum from EchoStar, and to discuss the current state of telecom's satellite segment.
00:00 Episode intro
00:26 SpaceX's purchase of spectrum from EchoStar
02:51 Paying with equity may cause issues
05:43 Potential uses of the spectrum
08:45 The future of AWS-3
10:36 What was Charlie's strategy?
13:40 Mint succeeded where EchoStar failed
15:22 EchoStar's failed to convince consumers
15:43 Will Elon market effectively?
17:15 The future of AST
17:58 Contract…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.