How often does government money at a situation improve anything? On Sat, Jun 14, 2025 at 11:38 AM Ken Hohhof <[email protected]> wrote:
> You’d think throwing $42 billion at the fiber (and maybe wireless) > industry would be good for everyone in the supply chain. But maybe it will > bring down some of the players in the ecosystem or cause consolidation. We > might be seeing the start of this with the distributors. Of course some > vendors like Aviat sell direct, Ubiquiti is selling more and more direct. > > > > I was worried about the possibility that the BEAD reset would push > everything out a year or more and vendors would be wiped out. I guess it’s > good that’s not happening. I really don’t know what’s going to happen, > other than I suspect things won’t change drastically and most of the money > will still go to fiber. > > > > Some vendors like Cambium are not doing so great financially but have been > working hard to diversify into fiber, I’m not sure if a BEAD pivot to > wireless would help or hurt them. Tarana is purely wireless AFAIK, and > they are privately held so we really don’t know how they are doing > financially. Yes, CAF paid for a bunch of BNs, but how many RNs are they > selling? > > > > If half the BEAD money gets diverted to LEO satellite, then both FWA and > fiber vendors get hurt and only Elon goes home happy. Oh, and there’s > always the tariff problem. > > > > We assume our current vendors will continue to be around no matter what. > In some scenarios, there could be some big cracks in our ecosystem. > > > > *From:* AF <[email protected]> *On Behalf Of *Steve Jones > *Sent:* Saturday, June 14, 2025 10:12 AM > *To:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] DoubleRadius / Baltic Networks > > > > doubleradius used to be my fave > > > > now thw only reliable company seems to be b&h photo except on jewish > holidays > > > > On Fri, Jun 13, 2025, 11:22 PM Ken Hohhof <[email protected]> wrote: > > DR and Baltic act like they're separate companies but it's clear they > aren't. Same web store software, same items with same quantities, and DR > lists the Baltic street address as their Chicago location. Not clear from > public information who the new owner might be, unless DR bought Baltic, but > Mike indicates someone bought both of them. > > I used to buy a lot of stuff from Baltic when it was owned by Brian > Vargyas. It was a short drive from my house to pick up stuff at Will > Call. Once upon a time I bought stuff from DoubleRadius, that was back > when Boun Senekham was there. > > -----Original Message----- > From: AF <[email protected]> On Behalf Of Mike Hammett > Sent: Friday, June 13, 2025 9:17 PM > To: AnimalFarm Microwave Users Group <[email protected]> > Subject: Re: [AFMUG] DoubleRadius / Baltic Networks > > > If you need help, I have a good contact over there. > > > > -- > Mike Hammett > > ----- Original Message ----- > From: "Ken Hohhof" <[email protected]> > To: "AnimalFarm Microwave Users Group" <[email protected]> > Sent: Friday, June 13, 2025 5:50:54 PM > Subject: [AFMUG] DoubleRadius / Baltic Networks > > > > > > Has anyone ordered from them since the change in ownership? I ordered > about $1000 worth from them a week ago, they charged my card but have not > shipped. They showed it in stock but now they show out of stock. It’s an > EOS item from the manufacturer so I think they screwed up and won’t be able > to fulfill the order. It was at full price, not a clearance or open box or > return. > > > > It seems shady to me that they charged the card before shipping the items, > and they seem to have discovered they don’t have them but they have not > informed me. > > > > If they don’t make it right I guess I can always dispute it with VISA. I’m > just wondering if they are incompetent or crooked or just made an isolated > mistake. > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > > > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > > -- > AF mailing list > [email protected] > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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