RE: More on Clearwire - Intel & Moto invest $900MillionRe: [WISPA]Clearwire is coming to my area. (eek?)
Well said Tom, Having watched the cellular and PCS industry grow over the years, vendor financing/investing was the only way these networks could have been built out as fast as they were. Being based on a technology that was not specific to any one manufacturer was a key in those network build outs. WIMAX may be able to offer those same benefits once it becomes available in the unlicensed spectrum, although I would guess the manufacturers would be more apt to do what you say once a more protected spectrum becomes available. I also agree with your statement that when the manufacturer is the investor all they want to do is sell equipment, not get you over a barrel and then take your company away from you in the way most venture capital outfits would. I can see you've been around that block once or twice :-) Thank You, Brian Webster www.wirelessmapping.com <http://www.wirelessmapping.com> -Original Message- From: Tom DeReggi [mailto:[EMAIL PROTECTED] Sent: Friday, July 07, 2006 11:11 AM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: More on Clearwire - Intel & Moto invest $900MillionRe: [WISPA]Clearwire is coming to my area. (eek?) I'm referring to I use Trango Broadband for 95% of my network. I believe it is the best choice for long term survivabilty of an independant WISP. I stand behind that decission today as the best decission that I could have made for my situation. However, there were trade offs in making that decssion. One was it illiminated every manufacturer other than Trango the from being a potential manufacturer investor that would have senergy to invest in us. Wimax on the other hand has 100s of manufacturers that potentially could be investors as well as suppliers in early stage large scale projects, based on jump starting and proving their early production runs or technkowlegy embeeded with products used. Historically, Manufacturers have been key investors. For example Cisco in Cogent. Or I can refer to an initiative a year or two back where Redline's investors had been considering investment in WISP providers that used Redline equipment. Supporting one company (WISP) also strengthens other investments (in manufacturer's product). Motorola has numerous attempts to partner with major initative, often in investment, as lsited in the Clearwire press release. Or a company like TelkoNet that leases to WISPs to help financially and not only techknowlgy solutions. WISPs that are serious about growing large, need to consider these things, as they must have a finance strategy long term to handle their growth when that time comes or the growth won't occur. If I expand this conversation to my business specifically... There have been many offers to just buy my company out and take over. But I won't get the ROI that I'm looking for if I were to do that, because my company is still in an early investment stage. Instead what I want is someone to share the investment burden, so I don't have to take it on all alone. For me investment in my business is the lease risky thing I can do, I have control and confindense in things that I can control. However, ISP investors or consolidators (one of the typical investment sources) think differently. They'd rather take over, so they have control and maximum return, than share the burden of investment or compensate adequately for others investment. Manufacturer investors are potentially good investment partners because they are not providers and rarely have expertise to take over, and look to invest in companies that already have successful strategies and staff in place to succeed. Clearwire is a much different thing where they can be publically traded, apposed to small WISPs that are far from the large scale value that large manufacturers look for before investing. But companies grow, and sooner or later many WISPs will reach the scale of the Nextweb and Clearwires to attract major investors. I'd argue that Wimax's biggest value is not technical, its strategic, because the number of players that enter the game and have synergies to partner with vastly grows, and financial/funding options vastly grow with it. If I were a WISP I would not be holding my breath for a manufactirer investor to come, I'm jsut saying its one strategic option to consider that could exist. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: "Peter R." <[EMAIL PROTECTED]> To: "WISPA General List" Sent: Friday, July 07, 2006 12:00 AM Subject: Re: More on Clearwire - Intel & Moto invest $900 MillionRe: [WISPA]Clearwire is coming to my area. (eek?) > What would be the Proprietary Platform? > > Tom DeReggi wrote: > >> I'll say thats one disadvantage of buying into a proprietary platform, >> you loose out on investment funds from hardware manufacturers. >> >&
Re: More on Clearwire - Intel & Moto invest $900 MillionRe: [WISPA]Clearwire is coming to my area. (eek?)
I'm referring to I use Trango Broadband for 95% of my network. I believe it is the best choice for long term survivabilty of an independant WISP. I stand behind that decission today as the best decission that I could have made for my situation. However, there were trade offs in making that decssion. One was it illiminated every manufacturer other than Trango the from being a potential manufacturer investor that would have senergy to invest in us. Wimax on the other hand has 100s of manufacturers that potentially could be investors as well as suppliers in early stage large scale projects, based on jump starting and proving their early production runs or technkowlegy embeeded with products used. Historically, Manufacturers have been key investors. For example Cisco in Cogent. Or I can refer to an initiative a year or two back where Redline's investors had been considering investment in WISP providers that used Redline equipment. Supporting one company (WISP) also strengthens other investments (in manufacturer's product). Motorola has numerous attempts to partner with major initative, often in investment, as lsited in the Clearwire press release. Or a company like TelkoNet that leases to WISPs to help financially and not only techknowlgy solutions. WISPs that are serious about growing large, need to consider these things, as they must have a finance strategy long term to handle their growth when that time comes or the growth won't occur. If I expand this conversation to my business specifically... There have been many offers to just buy my company out and take over. But I won't get the ROI that I'm looking for if I were to do that, because my company is still in an early investment stage. Instead what I want is someone to share the investment burden, so I don't have to take it on all alone. For me investment in my business is the lease risky thing I can do, I have control and confindense in things that I can control. However, ISP investors or consolidators (one of the typical investment sources) think differently. They'd rather take over, so they have control and maximum return, than share the burden of investment or compensate adequately for others investment. Manufacturer investors are potentially good investment partners because they are not providers and rarely have expertise to take over, and look to invest in companies that already have successful strategies and staff in place to succeed. Clearwire is a much different thing where they can be publically traded, apposed to small WISPs that are far from the large scale value that large manufacturers look for before investing. But companies grow, and sooner or later many WISPs will reach the scale of the Nextweb and Clearwires to attract major investors. I'd argue that Wimax's biggest value is not technical, its strategic, because the number of players that enter the game and have synergies to partner with vastly grows, and financial/funding options vastly grow with it. If I were a WISP I would not be holding my breath for a manufactirer investor to come, I'm jsut saying its one strategic option to consider that could exist. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: "Peter R." <[EMAIL PROTECTED]> To: "WISPA General List" Sent: Friday, July 07, 2006 12:00 AM Subject: Re: More on Clearwire - Intel & Moto invest $900 MillionRe: [WISPA]Clearwire is coming to my area. (eek?) What would be the Proprietary Platform? Tom DeReggi wrote: I'll say thats one disadvantage of buying into a proprietary platform, you loose out on investment funds from hardware manufacturers. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: More on Clearwire - Intel & Moto invest $900 Million Re: [WISPA]Clearwire is coming to my area. (eek?)
What would be the Proprietary Platform? Tom DeReggi wrote: I'll say thats one disadvantage of buying into a proprietary platform, you loose out on investment funds from hardware manufacturers. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: More on Clearwire - Intel & Moto invest $900 Million Re: [WISPA]Clearwire is coming to my area. (eek?)
I'll say thats one disadvantage of buying into a proprietary platform, you loose out on investment funds from hardware manufacturers. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: "Frank Muto" <[EMAIL PROTECTED]> To: "WISPA General List" Sent: Thursday, July 06, 2006 8:50 AM Subject: More on Clearwire - Intel & Moto invest $900 Million Re: [WISPA]Clearwire is coming to my area. (eek?) MOTOROLA AND INTEL TO INVEST IN CLEARWIRE [SOURCE: New York Times, AUTHOR: Laurie Flynn & John Markoff] The investment units of Intel and Motorola said Wednesday that together they would invest $900 million in Clearwire, a wireless Internet service provider, in hopes of speeding development of its high-speed wide-range network. Intel Capital said it would make a $600 million cash investment in Clearwire, which was founded nearly three years ago by Craig O. McCaw, a pioneer in the cellular telephone industry. Motorola Ventures would not say how much of its $300 million investment would be in cash. In a related transaction, Motorola said it would buy Clearwire's NextNet Wireless subsidiary for an undisclosed amount. Analysts said Intel and Motorola wanted to give a lift to WiMax, a standard for mobile wireless that is used by Clearwire and is competing with technology from Qualcomm. WiMax is much like the popular WiFi networking standard but works over much greater distances, carrying both Internet data and mobile phone calls. A single WiMax base station could connect hundreds or potentially thousands of customers to the Internet over distances of many miles. Also see: Intel puts money on wireless networks - $600 MILLION INVESTMENT IN COMPANY BUILDING WIMAX http://www.mercurynews.com/mld/mercurynews/business/technology/14976053.htm Frank Muto Co-founder - Washington Bureau for ISP Advocacy - WBIA Telecom Summit Ad Hoc Committee http://gigabytemarch.blog.com/ www.wbia.us - Original Message - From: "D. Ryan Spott" <[EMAIL PROTECTED]> I have a tower in rural Western Washington. Today I went in to find 5 of thier radios still in the box, 1 Orthogon systems PTP ethernet bridge, an APS rack etc So... does anyone else out there compete with Mr McCaw? How does his service stack up? I don't mean to be a "the sky is falling" or conspiracy theory kind of guy but not only is Clearwire suddenly up in this area, but I think Clearwire may be the party that is applying for all of the RUS loans in our rural areas. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? ryan -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
More on Clearwire - Intel & Moto invest $900 Million Re: [WISPA] Clearwire is coming to my area. (eek?)
MOTOROLA AND INTEL TO INVEST IN CLEARWIRE [SOURCE: New York Times, AUTHOR: Laurie Flynn & John Markoff] The investment units of Intel and Motorola said Wednesday that together they would invest $900 million in Clearwire, a wireless Internet service provider, in hopes of speeding development of its high-speed wide-range network. Intel Capital said it would make a $600 million cash investment in Clearwire, which was founded nearly three years ago by Craig O. McCaw, a pioneer in the cellular telephone industry. Motorola Ventures would not say how much of its $300 million investment would be in cash. In a related transaction, Motorola said it would buy Clearwire's NextNet Wireless subsidiary for an undisclosed amount. Analysts said Intel and Motorola wanted to give a lift to WiMax, a standard for mobile wireless that is used by Clearwire and is competing with technology from Qualcomm. WiMax is much like the popular WiFi networking standard but works over much greater distances, carrying both Internet data and mobile phone calls. A single WiMax base station could connect hundreds or potentially thousands of customers to the Internet over distances of many miles. Also see: Intel puts money on wireless networks - $600 MILLION INVESTMENT IN COMPANY BUILDING WIMAX http://www.mercurynews.com/mld/mercurynews/business/technology/14976053.htm Frank Muto Co-founder - Washington Bureau for ISP Advocacy - WBIA Telecom Summit Ad Hoc Committee http://gigabytemarch.blog.com/ www.wbia.us - Original Message - From: "D. Ryan Spott" <[EMAIL PROTECTED]> I have a tower in rural Western Washington. Today I went in to find 5 of thier radios still in the box, 1 Orthogon systems PTP ethernet bridge, an APS rack etc So... does anyone else out there compete with Mr McCaw? How does his service stack up? I don't mean to be a "the sky is falling" or conspiracy theory kind of guy but not only is Clearwire suddenly up in this area, but I think Clearwire may be the party that is applying for all of the RUS loans in our rural areas. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? ryan -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire is coming to my area. (eek?)
We have Clearwire in some of the area we serve. I think we have lost one customer to them, but we have gotten customers that could not use them. In the area where they serve (Modesto, Ceres, Turlock of Ca.) they are trying to get the populated areas, competing against DSL and Cable. They provide their customers with an indoor CPE and tell them how to connect it, and to "move it around" until they can get a good signal. Well 2.5 ghz still does not penetrate trees, brick, cement block or stucco homes. We have alot of all of these. Also their range seems to be approx 1 to 1.5 miles from their towers. Tim Kerns CV-Access, Inc. - Original Message - From: "Tom DeReggi" <[EMAIL PROTECTED]> To: "WISPA General List" Sent: Monday, July 03, 2006 4:13 PM Subject: Re: [WISPA] Clearwire is coming to my area. (eek?) >Clearwire may be the party that is applying for all of the RUS loans in our rural areas. Well he won;t be getting RUS loans, if you are protesting as you should be, as RUS loans are for unserved areas, and you obviously are serving it already. Competing against Clearwire is no different than competing againt any other ISP or WISP. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? Not to be a smart alec, but try calling RUS. Their contact info or links to them are plastered all over the FCC web page :-) The problem I see in your case is that they are deploying on the same tower as you. It sounds like you don;t have a loyal tower owner or not good enough clauses to protect your right to spectrum. For example is the Orthogon equipment using 5.8Ghz? Are you using 5.8Ghz? Execute that Non-Interference clause, if you can. Provided you bought the right to broadcast at 5.8Ghz first. The problem with them being on the same tower is, you are competing for the exact same clients. My advice is take advantage of any customer awareness that they generate for you. If you are there first, hopefully you know the market better. Time to vamp up your marketing, and running your signup promotions. The good news is that Clearwire's sectors most likely are not going to interfere with you (provided using 2.5Ghz or what ever it is). Just remember the DSL world, when there were 100 ISPs all selling DSL in the same town, and there was enough business to go around. Don't worry about Clearwire, worry about your business. What are you going to do to make custoemrs want to use you. Let Clearwire worry about why they think customers should chose them instead. Ask your self why customers would choose clearwire over you. My answer would be, " no reason I could think of". So you have as much a chance at the client base as Clearwire. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: "D. Ryan Spott" <[EMAIL PROTECTED]> To: <[EMAIL PROTECTED]>; "WISPA General List" Sent: Monday, July 03, 2006 2:32 PM Subject: [WISPA] Clearwire is coming to my area. (eek?) I have a tower in rural Western Washington. Today I went in to find 5 of thier radios still in the box, 1 Orthogon systems PTP ethernet bridge, an APS rack etc So... does anyone else out there compete with Mr McCaw? How does his service stack up? I don't mean to be a "the sky is falling" or conspiracy theory kind of guy but not only is Clearwire suddenly up in this area, but I think Clearwire may be the party that is applying for all of the RUS loans in our rural areas. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? ryan -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- Internal Virus Database is out-of-date. Checked by AVG Anti-Virus. Version: 7.1.394 / Virus Database: 268.9.5/376 - Release Date: 6/26/2006 -- Internal Virus Database is out-of-date. Checked by AVG Anti-Virus. Version: 7.1.394 / Virus Database: 268.9.5/376 - Release Date: 6/26/2006 -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Clearwire is coming to my area. (eek?)
Clearwire may be the party that is applying for all of the RUS loans in our rural areas. Well he won;t be getting RUS loans, if you are protesting as you should be, as RUS loans are for unserved areas, and you obviously are serving it already. Competing against Clearwire is no different than competing againt any other ISP or WISP. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? Not to be a smart alec, but try calling RUS. Their contact info or links to them are plastered all over the FCC web page :-) The problem I see in your case is that they are deploying on the same tower as you. It sounds like you don;t have a loyal tower owner or not good enough clauses to protect your right to spectrum. For example is the Orthogon equipment using 5.8Ghz? Are you using 5.8Ghz? Execute that Non-Interference clause, if you can. Provided you bought the right to broadcast at 5.8Ghz first. The problem with them being on the same tower is, you are competing for the exact same clients. My advice is take advantage of any customer awareness that they generate for you. If you are there first, hopefully you know the market better. Time to vamp up your marketing, and running your signup promotions. The good news is that Clearwire's sectors most likely are not going to interfere with you (provided using 2.5Ghz or what ever it is). Just remember the DSL world, when there were 100 ISPs all selling DSL in the same town, and there was enough business to go around. Don't worry about Clearwire, worry about your business. What are you going to do to make custoemrs want to use you. Let Clearwire worry about why they think customers should chose them instead. Ask your self why customers would choose clearwire over you. My answer would be, " no reason I could think of". So you have as much a chance at the client base as Clearwire. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: "D. Ryan Spott" <[EMAIL PROTECTED]> To: <[EMAIL PROTECTED]>; "WISPA General List" Sent: Monday, July 03, 2006 2:32 PM Subject: [WISPA] Clearwire is coming to my area. (eek?) I have a tower in rural Western Washington. Today I went in to find 5 of thier radios still in the box, 1 Orthogon systems PTP ethernet bridge, an APS rack etc So... does anyone else out there compete with Mr McCaw? How does his service stack up? I don't mean to be a "the sky is falling" or conspiracy theory kind of guy but not only is Clearwire suddenly up in this area, but I think Clearwire may be the party that is applying for all of the RUS loans in our rural areas. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? ryan -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
[WISPA] Clearwire is coming to my area. (eek?)
I have a tower in rural Western Washington. Today I went in to find 5 of thier radios still in the box, 1 Orthogon systems PTP ethernet bridge, an APS rack etc So... does anyone else out there compete with Mr McCaw? How does his service stack up? I don't mean to be a "the sky is falling" or conspiracy theory kind of guy but not only is Clearwire suddenly up in this area, but I think Clearwire may be the party that is applying for all of the RUS loans in our rural areas. And on the RUS loans deal, does anyone know who to complain to if I don't feel there was adequate legal notice to the RUS loan being applied for in my area? ryan -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
