Mar. 6 at 6:06 AM
$GSAT hmm... it would be really really a slap in the face to MNOs for slacking if
$APPLE.X and Globalstar take this XCOM tech and install it on all towers with
$CCI and / or
$AMT
XCom was already working on boosting CBRS with N53. The CBRS has already helped private networks through these tower companies . At the minimum maybe it will make VZ do a ATT like deal (fixed wireless) and hedge their bets in additional to their deals with ASTS.
Like someone else here said DAS maybe just be this catalyst to make something happen with tower companies by way of companies like Boingo etc.
https://www.fierce-network.com/financial/american-tower-eyes-building-cbrs-opportunity
AI response: 2018, Boingo and American Tower worked together on CBRS spectrum, with executives from both companies leading a deployment group.
Market Position: Boingo operates indoor wireless infrastructure (DAS, Wi-Fi). While American Tower is a massive macro tower company, they also have a significant DAS business, making them competitors in some in-building, neutral-host spaces.