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Are Clearwire and its Cableco resellers putting pressure on VZ and ATT?
Gehrson Lehman Group had previously bashed WiMAX, but is now taking a more accomodative view of the technology as a result of the Clearwire deployments in many US cities and cableco (Comcast, TWC) reseller rollouts.
Clearwire – Launches – What It Means for 4G, LTE, and Cable TV
"What does this mean for 4G and LTE? I would say that from a public relations perspective this is a disaster for LTE and a boon for 4G. It is a boon for 4G because WiMAX is a 4G technology. It is a PR disaster for LTE because right now it looks like we won’t even see a beta system for LTE this year. I expect major posturing from the LTE contingent. Maybe the consumer will luck out and we will see a beta system up and running this year. On the one hand, I cannot wait to see head to head competition between LTE and WiMAX but such a fight may not be in the financial best interests of carriers like Verizon and AT&T. Why spend money when you don’t have to?
According to LTE supporters, LTE will outperform WiMAX. The challenge LTE supporters is facing is simple economics. Carriers like AT&T Mobility and Verizon Wireless will need to maintain their 3G networks simply because they are meeting the needs of their customers and if you believe AT&T Mobility, 3G enhancements are surpassing consumer needs. I have said since late 2007 when the recession began that carriers need to be fiscally responsible to their shareholders. If a carrier does not need to deploy a wireless technology then it should not spend the money. This does not mean you stop development or positioning but it does mean you do not spend billions on deploying networks you do not need right now. During this recession the carriers need to be fiscally responsible companies and not reckless about spending cash for a headline."
http://www.glgroup.com/News/Clearwire-%E2%80%93-Launches-%E2%80%93-...
Note: We have stated emphatically that the future success of mobile WiMAX in the U.S. depends on the cablecos resellers. The GLG analyst seems to agree:
"The more interesting story is WiMAX and not because of its rivalry with LTE. WiMAX is interesting because it can propel Comcast, Time Warner Cable, Bright House Networks, and other cable companies into the wireless space. This means new direct competitors for the wireless divisions of Verizon and AT&T. Now that is a more interesting story."
What do you think about all this? Will Verizon and AT&T be concerned about the cablecos offering mobile WiMAX before they can provide mobile LTE service?
Clearwire – Launches – What It Means for 4G, LTE, and Cable TV
"What does this mean for 4G and LTE? I would say that from a public relations perspective this is a disaster for LTE and a boon for 4G. It is a boon for 4G because WiMAX is a 4G technology. It is a PR disaster for LTE because right now it looks like we won’t even see a beta system for LTE this year. I expect major posturing from the LTE contingent. Maybe the consumer will luck out and we will see a beta system up and running this year. On the one hand, I cannot wait to see head to head competition between LTE and WiMAX but such a fight may not be in the financial best interests of carriers like Verizon and AT&T. Why spend money when you don’t have to?
According to LTE supporters, LTE will outperform WiMAX. The challenge LTE supporters is facing is simple economics. Carriers like AT&T Mobility and Verizon Wireless will need to maintain their 3G networks simply because they are meeting the needs of their customers and if you believe AT&T Mobility, 3G enhancements are surpassing consumer needs. I have said since late 2007 when the recession began that carriers need to be fiscally responsible to their shareholders. If a carrier does not need to deploy a wireless technology then it should not spend the money. This does not mean you stop development or positioning but it does mean you do not spend billions on deploying networks you do not need right now. During this recession the carriers need to be fiscally responsible companies and not reckless about spending cash for a headline."
http://www.glgroup.com/News/Clearwire-%E2%80%93-Launches-%E2%80%93-...
Note: We have stated emphatically that the future success of mobile WiMAX in the U.S. depends on the cablecos resellers. The GLG analyst seems to agree:
"The more interesting story is WiMAX and not because of its rivalry with LTE. WiMAX is interesting because it can propel Comcast, Time Warner Cable, Bright House Networks, and other cable companies into the wireless space. This means new direct competitors for the wireless divisions of Verizon and AT&T. Now that is a more interesting story."
What do you think about all this? Will Verizon and AT&T be concerned about the cablecos offering mobile WiMAX before they can provide mobile LTE service?
Replies to This Discussion
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Permalink Reply by Alan J Weissberger on
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Here's another pro-WiMAX post from a former WiMAX basher:
Sprint – Full Speed Ahead WiMAX? Hesse Pulls It Off? Look Out LTE?
Summary
I am certainly impressed with the number of deployments. This is solid news for WiMAX supporters.
In order for WiMAX to take a dominant position as a 4G technology it will need to address two issues.
One issue is whether or not Sprint Nextel’s WiMAX and Clearwire’s WiMAX networks will result in any significant wireless broadband sales.
The other issue is whether or not Sprint and Clearwire can leverage their WiMAX networks for their cable TV partners; Comcast, Time Warner, and Bright House. Now is the time to show off what WiMAX can do.
http://www.glgroup.com/News/Sprint-%E2%80%93-Full-Speed-Ahead-WiMAX...
Comment: For once, we agree with this analysis! But we think the cablecos will be more important than SPRINT as a reseller of CLEAR. But of course, CLEAR needs enough money for the CAPEX to build out its nationwide mobile WiMAX network in the U.S.
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An article on Clearwire's Silicon Valley Innovation Network has great comments from potential developers and Clearwire staff. See:
http://www.wimax.com/commentary/blog/blog-2009/september-2009/clear...
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