It seems to me a bit of a paradox that LEO both qualifies for BEAD funding,
but doesn't disqualify areas that it already covers.

On Mon, Aug 25, 2025 at 12:13 PM Ken Hohhof <[email protected]> wrote:

> I have no horse in the fiber race, but I’ve always accepted that IF
> infrastructure is going to be built with taxpayer money, it should be
> fiber.  Or at least something that:
>
>
>
> 1) Will last forever or at least 20 years with minimal physical maintenance
>
> 2) Can be upgraded for higher bandwidths in the future without at most new
> electronics at the ends
>
> 3) Can be taken over by another operator if the initial one goes out of
> business
>
>
>
> So not intending to pick on LEO operators Starlink and Kuiper, but I will
> be interested to see the specifics for the states that are awarding them
> BEAD subsidies.
>
>
>
> What do they get for the money, and how long does it last?  Free hardware
> and/or installation for customer?  Subsidized monthly price?  Reserved
> capacity?  Launch more satellites?  What if someone builds a new house in
> the area, do they get any benefit?  They would if fiber passed the
> location.  What if that customer moves and someone else buys the house, or
> what if it’s a rental house with a succession of tenants?  Is it paid based
> on locations passed, or served?  The devil, as they say, is in the details.
>
>
>
> If BEAD just subsidizes the customer’s cost for a limited period like 3-5
> years, I don’t see how it’s equivalent to fiber.  I mean, I miss ACP too,
> but BEAD is not intended to be ACP2.
>
>
>
> *From:* AF <[email protected]> *On Behalf Of *Mark Radabaugh
> *Sent:* Monday, August 25, 2025 11:44 AM
> *To:* AnimalFarm Microwave Users Group <[email protected]>
> *Subject:* Re: [AFMUG] rural areas and fiber
>
>
>
> Like all subsidy programs - the support will never end, despite what the
> program says.
>
>
>
> In theory all of the OPEX support dollars are supposed to go away.
>
>
>
> We are still paying for ACAM:
>
>
>
> Woohoo:  https://www.usac.org/high-cost/funds/acam/
>
>
>
>                Deploy at least 10/1 Mbps service to the number of
> eligible locations equal to at least 90 percent of fully funded locations
> by the end of year 9 (2025)
>
>                Deploy at least 10/1 Mbps service to the number of
> eligible locations equal to at least 100 percent of fully funded locations,
> in addition to meeting final deployment obligations to deploy 25/3 Mbps and
> 4/1 Mbps by the end of year 10 (2026)
>
>
>
> Once we get done with BEAD there shouldn't be anything left that needs
> 100/20.
>
>
>
> Next up - “We need operational support money”,  We need Gigabit
> everywhere!,  We need to win the race to 7G (or maybe 9G for Nathan Stook).
>
>
>
>
> Corporate welfare, it’s an industry!   Now you can get an even bigger
> piece of the taxpayer pie if you agree to give the dear leader a cut!
>
>
>
> I wonder how much AT&T is willing to pay to get monopoly carrier status
> back?
>
>
>
> Mark
>
>
>
> On Aug 25, 2025, at 12:04 PM, Josh Luthman <[email protected]>
> wrote:
>
>
>
> CAF and RDOF are similar.  The support is 10 years.  Build requirement is
> 5 years.
>
>
>
> Both are FCC programs and funded by USF.
>
>
>
> On Mon, Aug 25, 2025 at 10:34 AM Adam Moffett <[email protected]> wrote:
>
> Interesting.  I've been in a private equity world since about 2017 , so
> I'm not up to date on these programs.
>
> I recall CAF funded areas in NY State, but they only talked about support
> for a certain number of years, and I was unclear what you're supposed to do
> after that.  Does RDOF keep the subsidy going indefinitely?
>
>
>
>
>
>
> ------------------------------
>
> *From:* AF <[email protected]> on behalf of Josh Luthman <
> [email protected]>
> *Sent:* Monday, August 25, 2025 10:17 AM
> *To:* AnimalFarm Microwave Users Group <[email protected]>
> *Subject:* Re: [AFMUG] rural areas and fiber
>
>
>
> >If we, as a society, feel that those properties need broadband then there
> would have to be something that functions more like USF, where those rural
> properties are subsidized by a fee paid by the city dwellers.
>
>
>
> This is literally RDOF.
>
>
>
> On Mon, Aug 25, 2025 at 10:08 AM Adam Moffett <[email protected]> wrote:
>
> Fifteen thousand per house at 1 house per mile would be pretty optimistic
> for this area (NY State).  The poles on those roads tend to be old, and the
> telco attached at a time when nobody was too concerned about the clearance
> rules.  With make-ready on a rural road, you tend to get up to $50k/mile.
> You can go underground, but we have a bunch of challenges with that too.
>
>
>
> Regardless, it would be hard to make a viable business out of that
> scenario.  It's all well and good if the government helps you get the
> capital, but opex is your problem.  If we, as a society, feel that those
> properties need broadband then there would have to be something that
> functions more like USF, where those rural properties are subsidized by a
> fee paid by the city dwellers.
>
>
>
> Your description of old farms and farmhouses is very familiar.  Family
> farms still exist, but often in the form of a corporation owned by the
> family.  I think that's to avoid inheritance tax because the corporation
> doesn't die.  Give your shares to the next generation when you retire
> rather than waiting until you die.  The exception is dairy farms.  With all
> the dairy subsidies we still have lots of dairy farms with 100 cows or
> less.  Out of our >600,000 dairy cows in the state, the average herd size
> is 1200ish.
>
>
>
> One thing that I don't know if you experience in other states is you get
> the occasional "farm" around here that's actually just some millionaire's
> tax shelter.  Some of the expenses for their palatial estate can become
> expenses for their struggling farm business.
>
>
>
> P.S.: One thing I do like about this group is nobody has ever asked me
> where NY keeps the cows with all the buildings around.
>
>
>
> -Adam
>
>
>
>
> ------------------------------
>
> *From:* AF <[email protected]> on behalf of Ken Hohhof <
> [email protected]>
> *Sent:* Saturday, August 23, 2025 12:13 PM
> *To:* 'AnimalFarm Microwave Users Group' <[email protected]>
> *Subject:* [AFMUG] rural areas and fiber
>
>
>
> In some areas we serve where houses are a mile apart and the nearest town
> with a Walmart is 15 miles away, people tell me that when a homeowner dies
> (many are in their 70’s and 80’s), they won’t even list the house because
> nobody wants to live in the middle of nowhere.  It will be abandoned, or
> torn down to and turned back into farmland.  We no longer have small family
> farms with the farm family living in a house on the land, because you need
> to farm so many acres to make a profit.  If a farmhouse is near a town, it
> may become a rental house, but not when it’s 10 miles from the nearest town
> or school.
>
>
>
> But I expect some company will be awarded $15K+ each to pass these houses
> with fiber.  If it takes 4 years to complete, the house might not even be
> occupied by then, and in any case, the 80 year old occupant probably
> doesn’t care if they have gigabit Internet.
>
>
>
> So will fiber make these houses suddenly desirable, and work from home
> people will move there from the cities, towns and suburbs?  Reviving these
> rural areas where the younger generation has moved away?  I guess that’s
> the vision, I’m not sure I buy it.  Well and septic and propane, quarter
> mile driveway to plow in winter, but blazing fast Internet, and you can
> have horses and chickens.
>
>
>
> Will they start building subdivisions out there once fiber is available?
> I’m not buying it.  Am I wrong?
>
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