Apr. 19 at 2:31 PM
$GSAT @Gstatnumone any follow up thoughts post amzn bid?
3 reasons
$SPACEX.X is going to prevail and is the preferred suitor.
1.
$AMZN doesn’t need the spectrum, it would only be adding inventory to a Spectrum Allocation they’re currently very close to losing by not meeting FCC July 2026 Deadline to have half the 3300+ sat in orbit(they are NO WHERE CLOSE to accomplishing). IMO, they’re only making an attempt to get this spectrum at bargain basement prices, ie….
$9BILLION offer.
2.
$SPACEX.X has proven w/ their purchase of
$SATS Spectrum, they will Heavily Invest in Spectrum that has the POTENTIAL of delivering what
$GSAT already has the International Reg Approval to deliver.
3. I’m VERY CONFIDENT, that
$APPLE.X views
$GSAT as a back door to getting equity into Starlink, and they have no interest in
$AMZN flailing attempts to compete with it & EVERYONE wants a piece of
$SPACEX.X, which Elon will have +1000 Billions of soon!
