|On page 12, in the October edition of The Digital Ship, thedigitalship.com, MKVH confirms HTS changes are coming before year end with data rates in the 10 MBPS range. This is, by far, the most open he has been about the HTS strategy and the time line. It’s likely an official announcement will be at the FLIBS or METS. We are finally at the end point of the bleeding related to satcom.|
On a more somber note, TacNav is likely to be a drag on Q4 considering we haven’t heard anything. I’ve said this before, I think we were played. What this means is that Q4 guidance will likely be pulled down to the very low end of guidance. There is no possible way for satcom to make up the difference. When Martin was referring to growth in out years, he strategically has set things up so the bar is very low.