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NTIA Hearing Focuses on BEAD; Hints, but No Answers, to Key Questions
Yesterday, the Senate Commerce Committee held its confirmation hearing for Trump’s nominee to head NTIA, the agency inside the Commerce Department that oversees the BEAD program. In this note we discuss what we learned—and still are waiting to learn—about the future of the program and the impact of changes on capital markets. In particular, we analyze what we learned related to the two most important questions for investors: whether NTIA will require at least 42 states (and hundreds of companies) to redo their bidding process; and whether NTIA will adopt a high-cost threshold or some other mechanism that shifts a material amount of funds from fiber to satellite?
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New Street Research
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- Pan European Telecom Services and Cable
Blair Levin
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