Rival is the wrong word. It's based on scarcity. Satellite-to-smartphone is a massive market, with plenty of opportunity to go around for the foreseeable future

Rival is the wrong word. It's based on scarcity. Satellite-to-smartphone is a massive market, with plenty of opportunity to go around for the foreseeable future. It would be stupid to enter such a large and growing market and believe you're going to immediately punch the reigning 800 lbs gorilla straight in the mouth. That's senseless.