| reply to Odie97
Re: Earthlink is Toast It will be a niche solution for communities who can't get 3G or Wimax services from major players. That will of course be a significant portion of the country.... |
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Odie97
join:2006-04-19
Oak Creek, WI | Exactly ... a "niche solution" ... and tier one cities are any but being niche communities. 3G and Wimax will be deployed first in the markets that Earthlink is going after. Wimax is being also being touted to be "licensed spectrum" and Earthlink does not have enough money to save themselves. The word being said by my stock adviser is SELL SELL SELL and QUICK QUICK QUICK (which I did a long time ago). I guess the good news will be when the bubble does burst there will be a fresh crop of stranded assets out there, not that they will be worth anything. |
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| I think they'll survive, but it's going to be a highly specialized market they fill and they'll be a relatively small operation maybe picked off by someone doing the same thing. Terrestrial Next-gen broadband networks are completely cut off from them, so the FCC really signed their death warrant some time back....
And as you say the major markets will be served by incumbent (either Sprint/Cable Wimax or telco Wimax 3G), so I don't see a lot of wiggle room either. |
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