Re: FCC Chair Rosenworcel Proposes to Investigate Impact of Data Caps

[Tom Beecher <beecher () beecher cc>]

> Won't Starlink and other LEO configurations be that backstop sooner
> rather than later?

Unlikely. They will remain niche. The economics don't make sense for those
services to completely replace terrestrial only service.

On Fri, Jun 16, 2023 at 4:17 PM Michael Thomas <mike () mtcc com> wrote:

> On 6/16/23 1:09 PM, Mark Tinka wrote:
> > On 6/16/23 21:19, Josh Luthman wrote:
> > > Mark,
> > >
> > > In my world I constantly see people with 0 fixed internet options.
> > > Many of these locations do not even have mobile coverage.
> > > Competition is fine in town, but for millions of people in the US
> > > (and I'm going to assume it's worse or comparable in CA/MX) there is
> > > no service.
> > >
> > > As a company primarily delivering to residents, competition is not a
> > > focus for us and for the urban market it's tough to survive on a ~1/3
> > > take rate.
> >
> > I should have been clearer... the lack of competition in many markets
> > is not unique to North America. I'd say all of the world suffers that,
> > since there is only so much money and resources to go around.
> >
> > What I was trying to say is that should a town or village have the
> > opportunity to receive competition, where existing services are
> > capped, uncapping that via an alternative provider would be low
> > hanging fruit to gain local marketshare. Of course, the alternative
> > provider would need to show up first, but that's a whole other thread.
> Won't Starlink and other LEO configurations be that backstop sooner
> rather than later? I don't know if they have caps as well, but even if
> they do they could compete with their caps.
>
> Mike