WiMax as hyped by the press is dead. No? ----- Original Message ----- From: "Patrick Leary" <[EMAIL PROTECTED]> To: "WISPA General List" <wireless@wispa.org> Sent: Monday, April 21, 2008 9:52 AM Subject: Re: [WISPA] Future
>I agree with the vast majority of what Chuck says here and only > partially disagree even on the WiMAX part (though I disagree strongly on > the "WiMAX is dead" part -- we have sold over $100M to date of it). > > The main takeaway with Chuck's post is that WISPs will have strong > opportunities for a long time to come, and I agree 110%. > > Patrick > > -----Original Message----- > From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On > Behalf Of Chuck McCown - 2 > Sent: Sunday, April 20, 2008 9:26 PM > To: WISPA General List > Subject: Re: [WISPA] Future > > WiMAX was dead, is dead and will remain dead. OK, not factually true > but > emotionally true. The cell companies will use WiMax frequencies and > technologies but they will be a premium service and not well suited to > compete with us for point to multi point fixed wireless. It will never > live > up to the hype. > > All the cell data technologies will remain premium for folks on the go. > Cell does not want to squander the bandwidth to go after the value > driven > customer that love us so much. Cell is and will not be value leader for > > fixed wireless. technologies. > > 700 MHz is just not going to be used for anything other than more cell > spectrum. The bands are narrow. Good for phone and limited amounts of > data. Great propagation. Problem with 700 MHz is that the size of the > antenna will be problematic for really small cell phones. Less gain > than > the current 900 and 1800 antennas for the same physical sizes. Also > there > will be a few years of implementation due to moving some existing TV > stations. And some of them are not moving for some reason. I don't > know if > they get a special dispensation or what. > > All ILECs will continue to build out with fiber to the home. That will > erode market share for WISPs in some areas. This is a slow and capital > intensive process so no reason to get jumpy on that. Plus many folks > prefer > to deal with us vs a large public traded company. Superior customer > service > and support will always retain the customer. > > The cable companies will continue to shoot themselves in the foot and > drop > the balls. They are sooo freaked out by the erosion of customer base > from > DirecTV that they are not managing the IP side of the house as well as > they > could. They will continue to get in a tighter and tighter cash > situation > from satellite TV pressing from one side and the ILEC FTTH (and us) from > the > other. > > In the meantime, we add VOIP, computer repair, data backup, web > development, > OTA HDTV install and maint, etc as cross sell and up sell opportunities. > > All of us can offer triple play if we team up with DirecTV or OTA HDTV. > OTA > HDTV is a wonderful opportunity for the next 18 months for the value > conscious customer. Stock UHF TV antennas and converter boxes and help > folks get their analog TVs converted over. Less work than a WISP > install > and you will lock in the customer even more with superior customer > service. > You can rent them the gear for $5/month and make it a low cost package. > > In 5 years hopefully your investment will be a cash cow and you will > ride > this horse until it dies. Perhaps other technologies will come along > for us > to deploy but I see our segment strong for the next 5 years. In 10 > years, > if we have not diversified, we will probably be hurting. > > Oh, and satellite ISP will never do much. Pesky physics. > > ----- Original Message ----- > From: "Mike Hammett" <[EMAIL PROTECTED]> > To: "WISPA List" <wireless@wispa.org> > Sent: Sunday, April 20, 2008 6:44 PM > Subject: [WISPA] Future > > >> What do you see as the future of our industry over the next 5 years? >> >> AT&T is expanding U-Verse (will this be available outside of town?) >> Verizon is expanding FiOS (will this be available outside of town?) >> Cable will be using DOCSIS 3 >> 3G will gain more steam >> WiMAX will have larger and larger shares of the market >> 700 MHz will be in use possibly for data communications by the big > guys >> >> >> My banker asked me, so I figured I'd see what other's opinions are. >> >> My thought is that the big guys mentioned above will continue to avoid > the >> niche that we currently serve and we'll be able to provide better > services >> with more spectrum (5.4 GHz, additional 2.5 GHz, 3.6 GHz, possibly TV >> white spaces) and WiMAX. >> >> >> ---------- >> Mike Hammett >> Intelligent Computing Solutions >> http://www.ics-il.com >> >> >> >> > ------------------------------------------------------------------------ > -------- >> WISPA Wants You! 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