The mobilization of just about everything makes it completely understandable that the battle for spectrum – which always has been hot – is becoming even more intense.
Indeed, it is becoming difficult to keep the players straight without a scorecard. Perhaps, at this point, a recap of the latest moves is in order.
These situations are a bit frustrating: There clearly is a great deal going on but, at the same time, it is difficult to make any meaningful assessments until deals are alternately done and abandoned and the dust settles.
Some preliminary “no-brainer” type comments are possible, though. The first and most obvious is that spectrum is king.
That said, the most interesting of the moving parts is the faceoff between Dish Network and SoftBank. Dish executives undoubtedly see the deal as a key to its long-term fortunes and, perhaps, even its survival. That clearly isn’t the case for SoftBank. While there is a lot of work to do assessing the offers – and a possibly improved offer by the side that comes up short -- it’s difficult to bet against an entity that is desperate. In this case, that’s Dish.
The Verizon piece also is interesting. The InfoWorld report on the negotiations raises the possibility that its goal may be to supplement existing customer services rather than build its base subscriber capacity:
Clearwire's frequencies, which are in a higher band than most cellular systems and are well-suited for relatively short-range services, might allow Verizon to add more data capacity to its network in urban areas.
In other words, the idea may be to enhance home networking and integrate small cell technology rather than add home to macro base station capacity.
The bottom line is that the best way to figure out what is going on during these exciting days in the cellular arena is to follow the spectrum.