Cisco, doing wireless fixed, could be a niche Gorilla if no one else is doing it. However, it is really a "fixed" battle, as I see it, and anyone can play in that battle, including all the carriers, LU, Nortel, etc. No kings, a lot of princes, IMO. There is no real "lock" to having wireless fixed if wired fixed can compete.
Remember, LU, however powerful, is not a Gorilla in any market! so they will never be involved in two gorillas bumping heads.
Wireless mobil, with HDR, is a Gorilla play. Unless someone can come up with the capacity and speed of wireless mobil that Q has, they have a breakthough that will be a monopoly. |
