Xohm+Clearwire+Cablecos=National WiMAX
I was wondering why Clearwire stocks were getting a boost yesterday, and today too! WSJ broke the news late last night that Comcast, Time Warner Cable, and Bright House Networks are discussing a potential partnership with Sprint and Clearwire to fund a nationwide WiMAX network. Comcast will contribute $1 billion, followed by $500 million from Time Warner Cable, and $100-200 million from Bright House. Sprint and Clearwire will run the network. It's public knowledge that the cable companies have been examining WiMAX technologies for more than 3 years. Are they finally convinced that the technology works and the cost for involvement is right? Although encouraged by the news, I have many questions:
- Is Google officially out?
- When will Sprint announce plans to spin off Xohm and merge it with Clearwire?
- Brian Roberts announced during Comcast's latest quarterly conference call that his company does not have major plans to invest in wireless. Was that just camouflouge?
- What will the cablecos do with their 700MHz holdings?
- If the cable companies experienced so many operational challenges with Pivot and have to halt that Sprint partnership, what makes them so convinced that second time will be a charm?
- What will happen to the partnership between Clearwire and the two satellite companies? What will happen to Building B?
Whatever happens, two things are certain.
- Cable companies need to have a wireless strategy in place as soon as possible. AT&T and Verizon are speeding up their deployment and marketing efforts of quad-play bundles and are leading the race.
- The wireless market will become much more interesting with a variety of new entrants poised to disrupt the competitive landscape with new business models and strategies.
Labels: WiMAX Comcast Sprint Xohm Clearwire Time Warner Satellite
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