Update: mobile to satellite, PAA innovation is on satellite
Just a quick update, I looked into the Mobile to Satellite cellphone services that are launching soon (including with Rogers), the PAA innovation is happening on the Satellite side. The service will allow existing LTE / 5G phones to have a very low speed connection to a satellite.
Interesting article from the IEEE, on how it works.
https://spectrum.ieee.org/satellite-cellphone-starlink
The future of the commuications world seems to be evolving around the PAA. CMI is in the right market. I think the use cases / market potential will grow daily as is reflected in my early post that contained PAA global market outlook that also included a sensitivity table to CMI's market penetration of that market.
This is a major technological disruption that will reshape commuications. This has been a very profitable opportunity for me to invest in historically.