The one thing that had initially scared me was large players moving into wireless. For example a Comcast or Verizon saying "hey, OK we'll use PArt-15 spectrum to, and apply for teh grants ". But that doesn;t scare me anymore. The reason is its to hard to make businesses work for unlicensed. It doesn't scale well. But it works well for small providers. I'm referring to manageing and troubleshooting the last mile is to difficult, unless the party is intimently involved with the last mile network. Its hard to outsource it to central support on the other side of the country. Of course there will be consolidation, but I think consolidation will eventually start to become counter productive, as the consolidation starts to become to larger.
Thedeath of small wireless companies will not be from consolidation. It will be because an area will reach a state where it no longer needs wireless to the scale that will be large enough to support the small provider. When consumers are given the choice to have video over broadband, for the same price as broadband, most will likely choose it. The question is whether Satelite TV will survive? As long as it has a viable percentage of market share, there will always be a market for wireless broadband, that doesn't have to operate at fiber to the home speeds, to be valuable. Wireless is more than capable to adequately offer the double play (voice). When Fiber to the home is made possible by grants, its not the cable cos that are hurt, its the satillite providers that are hurt more. Tom DeReggi RapidDSL & Wireless, Inc IntAirNet- Fixed Wireless Broadband ----- Original Message ----- From: "Robert West" <robert.w...@just-micro.com> To: "'WISPA General List'" <wireless@wispa.org> Sent: Tuesday, July 28, 2009 3:23 PM Subject: Re: [WISPA] just attended broadband stimulus seminar and WOW..... > AT&T was just an example. I'm sure someone will be purchased but if > anything I see it as one company buying up and consolidating smaller > companies to make one big network. But even with that, I still see the > cellular companies trumping it all. They already have the basic > infrastructure, the financing, the political muscle and even the > frequencies. I'm not saying to jump ship, it's just good to keep an eye > out > and play "what if" in order to survive. For me anyway. If they erode the > market, we just have to come up with other products and more innovative > things to offer that they can't. :) > > > -----Original Message----- > From: wireless-boun...@wispa.org [mailto:wireless-boun...@wispa.org] On > Behalf Of Tom DeReggi > Sent: Tuesday, July 28, 2009 3:10 PM > To: WISPA General List > Subject: Re: [WISPA] just attended broadband stimulus seminar and WOW..... > > Who said the buyer had to be ATT? By the way, ATT bought Wayport, a wifi > company. It didn;t make sense for ATT to upgrade infrastruvcture and take > Wayport's market, when all they had to do is inject investment into the > engine and share in the profits. Allthoguh Wayport was more of a LAN than > a > > WAN company, it does show private wireless companies can be attractive to > RBOC. > > > > > Tom DeReggi > RapidDSL & Wireless, Inc > IntAirNet- Fixed Wireless Broadband > > > ----- Original Message ----- > From: "Robert West" <robert.w...@just-micro.com> > To: "'WISPA General List'" <wireless@wispa.org> > Sent: Tuesday, July 28, 2009 1:07 PM > Subject: Re: [WISPA] just attended broadband stimulus seminar and WOW..... > > >> But I don't really envision AT&T coming to me and cashing me out. What I >> see is them upgrading their infrastructure and taking the market. They >> already have presence in our areas with cellular. I don't see think they >> will care one bit about most of us small time operators. If we had a >> much >> bigger presence and were able to compete on the same national level that >> they can, maybe. But as it is, we're just the small time pizza joint >> down >> the street that Pizza Hut opened across from offering items at half >> price. >> Well, until the small time joint closes. Then it's full price from then >> on.............. >> >> >> >> -----Original Message----- >> From: wireless-boun...@wispa.org [mailto:wireless-boun...@wispa.org] On >> Behalf Of David E. Smith >> Sent: Tuesday, July 28, 2009 12:23 PM >> To: WISPA General List >> Subject: Re: [WISPA] just attended broadband stimulus seminar and >> WOW..... >> >> Robert West wrote: >>> Why should [big companies] invest >>> their cash in building a market when we can do it for them and once it's >>> about ripe, they can just walk in and pick it? We need to do what we >>> can >> to >>> protect our little piece of the pie somehow. >> >> A small entrepreneur sees an opportunity, builds something that lots of >> people want, makes some money from it, then a larger company buys it and >> makes said entrepreneur filthy rich (or at least better-off than he >> was). The customers win (they get the benefit of the new network >> regardless of who built it), the guy that just cashed out wins, the >> bigger company that buys the network wins (they presumably see profit >> potential or else they wouldn't buy). I thought this sort of >> sweat-equity-for-cash tradeoff was basically the American dream. >> >> I don't see this being a bad thing for anyone involved. >> >> David Smith >> MVN.net >> >> >> >> >> > ---------------------------------------------------------------------------- >> ---- >> WISPA Wants You! 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