Seeking Alpha
  • Alan Brochstein, CFA
    $RAVN is the balloon supplier to Google for #ProjectLoon
    6/24/13
    Reply (7)
    • Matthew Dow: I read rumors on Yahoo that $UBNT, a wireless networking company I own could be a supplier for hardware.... So will the project be big?
      6/24/13
    • Matthew Dow: I'm not convinced it will really get off the ground.. no pun intended :)
      6/24/13
    • Alan Brochstein, CFA: I don't think it's that big. If they proceed, I have read that it will be 1000 balloons. Not sure if that is correct. Cool, though...
      6/24/13
    • techwonk: Until they collide with one of Chris Anderson's drones...
      6/24/13
    • techwonk: $RAVN is big and diversified, I don't know that this will move the needle much for them
      6/24/13
    • Matthew Dow: Yeah I suspect a lot of political issues would keep this from getting far. See this article on forbes: http://onforb.es/12Xdpwo
      6/24/13
    • Alan Brochstein, CFA: Reading some more, it appears that the balloons need to be replaced fairly frequently due to tough atmospheric conditions at 60-70K feet
      6/24/13