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Re: Re: Sprint Wi-Max Plan: Who Wins, Who Loses
by
Tyler
I agree, this is terrific news for Clearwire. The reason why McCaw sold NextNext to Motorola is because he wanted to see the technology more widely deployed. His biggest concern is making sure the technology he bet on will become the WiMax standard and this Sprint deal establishes momentum in that regard. Clearwire, in many ways, was merely a way to create a market for NextNet's technology -- no different that RIM creating BlackBerry devices to prove the superiority of its software and to spark a licensing program that would spur the creation of new devices that competed against the BlackBerry. Sprint validates Clearwire...
Similarly, it validates the Bell/Rogers WiMax network that has been established in Canada. Perhaps by Sprint entering the market it will encourage Bell/Rogers to more aggressively expand the network and come out with new hardware -- i.e. WiMax PC cards rather than the awkward modem and cable you currently need. It also encourages Intel to embed WiMax in a new generation of laptops, just as we have with Wi-Fi today (including dual mode WiMax/WiFi laptops).
Then there's Bell's investment in Clearwire. Bell's stake in Clearwire is surely worth more today than when it was purchased. And given that Bell has an early lead in developing VoIP service for Clearwire's WiMax network, it could leverage this experience by selling the platform to Sprint -- assuming Sprint wants it.
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