Nil, I am wondering about this GSAT issue and the new Navy contract.
It all hinges on how much traffic we are expected to pass throught the LEO constellation and where that traffic is going to orginate.
The GSAT website shows simplex coverage as being pretty good which is good for GTC and the applique side of things which is probably the bulk of the emergency response asset tracking contract.
The Navy contract is a different issue if any of that is going to use the duplex portion of the LEO constellation. We don't know the details of what equipment they are using but the applications mentioned in the PR require two-way communications which would fall under the duplex model.
Maybe the Navy contract is using an entirely different sat constellation from a competitor so there are no concerns?
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