Fibertower Corp fka FBBT

[rfarmer]

That was the first article that strongly hinted at and gave some nice imagery to show the pickle that ATT is in if they don't get the Fibertower Deal approved.

Especially the 39 ghz spectrum charts. They either end up with 4% of the 39 ghz spectrum w/o FTWR or 27% w/ Fibertower. On the 24 ghz spectrum they were at a 18% / 36% under the same scenarios. Huge difference. Imagine if ATT does not get the spectrum and they have to go into an auction for it. That could set their plans back years and put them at a huge handicap to Verizon in getting 5G going. Not going to happen.

99% of the articles out there talking about the ATT / Fibertower deal had zero insight into the backdrop of what had happened and what was currently ongoing. And these folks are the experts? This was the first article that hinted at it but didn't come right out and say it.

The Fibertower deal will be approved as will the Verizon deal. But Verizon will have to shed much of their spectrum to both appease the FCC and come into compliance with their channel aggregation limits for MM Wave.