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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (22014)	6/17/2007 12:17:00 AM
From: Peter Ecclesine	Read Replies (2) \| Respond to of 46821

Hi Frank, >>Sprint Explores Options for WiMax<< They should compare 802.16e WiMAX with HSPA as both will be at yearend 2008. There is no use comparing the past (3G) with the future nationwide Sprint network. You might consider FCC Commissioner Adelstein's greenfield buildout cost ($15B): hraunfoss.fcc.gov Sprint has ~50,000 towers, but not enough for 2Mbps uplinks ;-( Obviously there is a $5B-$10B difference between Sprint's announced plans and what it will take to get people to leave Verizon or AT&T. Churn fool.com petere

To: Frank A. Coluccio who wrote (22014)	6/17/2007 9:12:21 PM
From: Rob S.	Respond to of 46821

The 'problem' for Sprint has been the same over the past several years: they hold about 80 MHz of 2.5 GHz spectrum which is more than can built out practically. And the cost of delivering on the promise of 'personal broadband' no matter if using WiMAX or waiting for LTE is high because to deliver it requires high density of cells and of back haul and infrastructure needed to serve up video and other high bandwidth content and hosted applications. This is not at all an unexpected discovery. The only factor that has changed recently has been the rapid rise in viral video and PtP file sharing activity on the Internet that is expected to expand to wireless broadband. Those are causing havoc with 3G cellular deployments in some advanced markets including Japan where usage has for video applications has soared beyond expectations. So far this remains a relatively minor factor in N. America because it lags more developed 3G BB markets. Clearwire is also not a surprise: we had this analysis in our WiMAX/WBB report several months ago after Clearwire made the announcement to use WiMAX. Having a multi-play offering is more critical to Clearwire's and other small, startup alternative operators success than it relatively is to Sprint. Likewise, having multi-play is becoming critical to satellite operators as terrestrial wireless becomes capable of dishing up video and packaged services becomes the norm. We expect much more of this as cable MSOs develop their current and bid for more spectrum and do similar marketing and venue sharing agreements with WiMAX/WBB operators. The satellite companies made it clear that their agreement with Clearwire was non-exclusive.