Even Minimalist Dish IoT Network Would Be 'Catastrophic,' Craig Moffett Says
A low-power IoT network doesn't seem desirable or lucrative for Dish Network (see 1705010041), and while the company could meet its FCC buildout requirements with a $4 billion "minimalist Potemkin network," any network build would denote the company either not…
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finding a good spectrum buyer or CEO Charlie Ergen not wanting to sell, MoffettNathanson's Craig Moffett wrote investors Tuesday. Either signal "would be catastrophic for Dish shareholders," it said. If the company goes the building route, it said, "one can, and probably should, think of the ... initial spending as the minimal required option payment required to buy Dish more time ... to sell." The analyst said the work Dish did to get all of its AWS-4 redesignated as downlink could end up saving the company billions of dollars since it would need far fewer cell sits to cover the same area compared with before the spectrum reclassification.