CAF/RDOF are already done. BEAD is a federal example, yes. There are many state programs.
ACP was only for the consumer's monthly service - NOT for the infrastructure for a company to build with. That's also not funded at this point. It may return next year. >And clarify for me “any subsidy is really hard on fiber”. Maybe I’m just being dense. BEAD was looking to be 100% fiber. It seems like it's only 99.999% right now. This leaves a really tiny piece for fixed wireless - but of course it needs to be licensed/lbr and can't be unlicensed. >there are recurring license costs, something I hate unless it pays for an actual service like the SAS for CBRS. Don't we all!!! On Fri, Dec 20, 2024 at 10:24 AM Ken Hohhof <khoh...@kwom.com> wrote: > Not sure I’m following you, do you mean government subsidies like > CAF/RDOF/BEAD, or something like ACP, or something else? > > > > And clarify for me “any subsidy is really hard on fiber”. Maybe I’m just > being dense. > > > > Oh, and the little I’ve looked at Tarana pricing, there are recurring > license costs, something I hate unless it pays for an actual service like > the SAS for CBRS. That would seem to be a bad strategy for projects like > BEAD where you want to roll as much as possible into CAPEX not OPEX. And > it seems to me that in general, telcos are willing to pay for spectrum or > equipment but hate OPEX. > > > > *From:* AF <af-boun...@af.afmug.com> *On Behalf Of *Josh Luthman > *Sent:* Friday, December 20, 2024 8:05 AM > *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> > *Subject:* Re: [AFMUG] How low will it Go? And when to think about buying > Cambium stock again. > > > > From what I'm hearing the Tarana cash flow projections simply require > subsidies. Which is ironic since any subsidy is really hard on fiber... > > > > On Fri, Dec 20, 2024 at 6:36 AM Forrest Christian (List Account) < > li...@packetflux.com> wrote: > > I'd like to see what a tarana deployment looks like financially from > someone who has deployed it. The reason I say this is that none of the > back of the envelope calculations I've done make any sort of financial > sense in our area based on expected take rates in a typical sector. There > are a few narrow deployment situations I could see where this makes sense > but I struggle to see where doing a systemwide switch to tarana over a > reasonable period would result in anything other than reduced profitability. > > > > I'm not saying the tech is bad, I just haven't figured out how it makes > fiscal sense to deploy. > > > > On Thu, Dec 19, 2024, 12:19 PM Steven Kenney via AF <af@af.afmug.com> > wrote: > > Unless they got some serious new technology that can compete with Tarana > coming soon I can't see their stock recovering. > > > > On Tue, Dec 17, 2024 at 10:58 PM Ken Hohhof <khoh...@kwom.com> wrote: > > When you say delisted from the Dow, you mean from the NASDAQ? > > > > Looking at a 5 year graph, I guess my question is who bid the price up so > high back around April 2021? And why? > > > > *From:* AF <af-boun...@af.afmug.com> *On Behalf Of *Jason McKemie > *Sent:* Tuesday, December 17, 2024 9:42 PM > *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> > *Subject:* Re: [AFMUG] How low will it Go? And when to think about buying > Cambium stock again. > > > > I think if you can just have Elon endorse it on X it will bump the value > by 10-20%. Stocks seem to be a less volatile version of crypto currency. > > > > On Tue, Dec 17, 2024, 6:53 PM Ken Hohhof <khoh...@kwom.com> wrote: > > Insiders especially regular employees are often as baffled as the rest of > us when it comes to how the stock market values their company. > > > > Maybe they can become a “meme stock”? > > > > Or you could start a rumor that Softbank is going to invest a billion > dollars in them, something about AI radios. > > > > *From:* AF <af-boun...@af.afmug.com> *On Behalf Of *Tyson Burris > *Sent:* Tuesday, December 17, 2024 5:42 PM > *To:* af@af.afmug.com > *Cc:* af@af.afmug.com > *Subject:* Re: [AFMUG] How low will it Go? And when to think about buying > Cambium stock again. > > > > On the enterprise side it’s Ruckus and Meraki, I believe, that is the > bigger competition. After Covid those companies ramped back up which caused > excessive inventory in the channels for Cambium. > > > > > > > > *Tyson Burris, President Internet Communications Inc. 739 Commerce Dr. > <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g>Franklin, > IN 46131 > <https://www.google.com/maps/search/739+Commerce+Dr.%C2%A0+Franklin,+IN+46131?entry=gmail&source=g> > * > > *317-738-0320 <317-738-0320> Daytime #* > *317-412-1540 <317-412-1540> Cell/Direct #* > *Online: **www.surfici.net* <http://www.surfici.net> > > > > VIA WIRELESS > > > > On Dec 17, 2024, at 18:38, ch...@go-mtc.com wrote: > > > > Come on Cambium people, kick down with some insider info. We won’t tell > anyone... > > > > > > > > *From:* Adam Moffett > > *Sent:* Tuesday, December 17, 2024 4:19 PM > > *To:* AnimalFarm Microwave Users Group > > *Subject:* Re: [AFMUG] How low will it Go? And when to think about buying > Cambium stock again. > > > > Someone on Facebook had a long explanation regarding excess inventory > built up during Covid shortages combined with competitive pressures from > Tarana and Ubiquiti. I am paraphrasing the words of some jabroni on the > Internet, so I have no idea what level of truthiness these words contain. > > > > -Adam > > > > > ------------------------------ > > *From:* AF <af-boun...@af.afmug.com> on behalf of Sam Lambie < > samtaos...@gmail.com> > *Sent:* Tuesday, December 17, 2024 4:35 PM > *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> > *Subject:* [AFMUG] How low will it Go? And when to think about buying > Cambium stock again. > > > > There is talk about the stock being delisted from the DOW due to it's > descent into oblivion. What's the word on the streets? > > > -- > > -- > *Sam Lambie* > Taosnet Wireless Tech. > 575-758-7598 Office > www.Taosnet.com <http://www.newmex.com> > ------------------------------ > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > > > NOTICE OF CONFIDENTIALITY This communication, including any attachments, > is intended only for the use of the addressee(s) to this email and is > confidential. If you are not an intended recipient or acting on behalf of > an intended recipient, any review, disclosure, conversion to hard copy, > dissemination, reproduction or other use of any part of this communication > is strictly prohibited. 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