The *NEW* Frank Coluccio Technology Forum Message Board

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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (20832)	4/13/2007 12:57:17 PM
From: Rob S.	Read Replies (1) of 46821

Nextwave has to capitalize their investments somehow. They have continued to invest in both the equipment and chip component side and in the spectrum licensing side. They say they don't want to become a carrier. Just how will they achieve revenues that justify their rather large investments? They have much more investment than typical equipment or chip startups. Seems to me that they have to offer to be a wholesale network provider to carriers similar to Qualcomm's MediaFlo. I don't see any other justification that makes sense. Like I mentioned, this fits with current trends of service providers moving into triple/quadruple play of broadband, voice (VoIP) and media services... and thus less emphasis on ownership of the network. This is not at all an MVNO situation: almost the opposite. While NextWave and similar 'wholesale network' operators may assemble and serve up a smorgasboard of content and services, they are not branding it. An MVNO is all about leveraging of branding and the user experience that rides on top of someone else's network. Example: Disney may provide their own content but they do not (yet) build the network or aggressively pursue licensing of spectrum. A network wholesaler is all about owning and operating the 'real estate'. Some cable operators have formed consortium and are working with Sprint, Verizon and other network operators to 1) offer wireless 'last mile', 2) mobile cellular, 3) co-branding and MVNO type packages. Cable operators bring needed fiber optic, cable and media server networks and content while the wireless guys bring spectrum licenses and wireless operations. "Everyone is in everyone else's business" - Robert Syputa

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