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] <mailto:[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] <mailto:[email protected]> > On Behalf Of Mike Hammett Sent: Friday, June 13, 2025 9:17 PM To: AnimalFarm Microwave Users Group <[email protected] <mailto:[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] <mailto:[email protected]> > To: "AnimalFarm Microwave Users Group" <[email protected] <mailto:[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] <mailto:[email protected]> http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] <mailto:[email protected]> http://af.afmug.com/mailman/listinfo/af_af.afmug.com -- AF mailing list [email protected] <mailto:[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
