Re: Is Musk going for geostationary?
"Obviously the LEO satellites would be licensed for a different frequency"
Very likely NOT.
There are only a few viable and allocated bands where you can get cheap COTS hardware, etc, to support this and they are all pretty full, so very likely they will be broadcasting on the same frequencies as the GEO birds but relying on (hoping?) that the directional properties of the antenna (both their own, and the GEO ground terminals) are sufficient to stop interference.
I am pretty sure that is why Intelsat wants the details, do do their own analysis of the interference mitigation strategy to see what the impact might be. Beyond that, there is also the heavy congestion of the usual S-band TTC range to consider, and what impact trying to manage a fleet of a thousand small satellites over a couple of operators will be on other satellite's TTC.