I think there's plenty of opportunity for fixed wireless with BEAD. There's simply not enough money in BEAD for fiber everywhere. Even Illinois has admitted that.
----- Mike Hammett Intelligent Computing Solutions Midwest Internet Exchange The Brothers WISP ----- Original Message ----- From: "Josh Luthman" <j...@imaginenetworksllc.com> To: "AnimalFarm Microwave Users Group" <af@af.afmug.com> Sent: Friday, December 20, 2024 10:10:11 AM Subject: Re: [AFMUG] How low will it Go? And when to think about buying Cambium stock again. 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: <blockquote> 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: <blockquote> 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: <blockquote> 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: <blockquote> 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. Franklin, IN 46131 317-738-0320 Daytime # 317-412-1540 Cell/Direct # Online: www.surfici.net VIA WIRELESS <blockquote> On Dec 17, 2024, at 18:38, ch...@go-mtc.com wrote: <blockquote> 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 -- 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 </blockquote> -- AF mailing list AF@af.afmug.com http://af.afmug.com/mailman/listinfo/af_af.afmug.com </blockquote> -- AF mailing list AF@af.afmug.com http://af.afmug.com/mailman/listinfo/af_af.afmug.com </blockquote> 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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