| the value of Clearwire ...lies not in the replacement of any existing connection, but in the enabling of wireless in equipment and devices that to not have it today. when was the last time you plugged your mobile broadband card into your car? Your camera? Your DVR? Security cameras? Now integrate into the rest of the electronics in these devices.
There has to be a first mover advantage here. If I were Ford, this would be the ticket to retaking Toyota. Or, in Toyota's case, the ability to send Ford into the Stone Age.
The cable companies are smart to try. It's low cost and high return. It will save their High Speed Internet revenues and allow them to build aggregation value throughout all parts of the bundle (IF the content deals can be signed, soon). |
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patcat88
join:2002-04-05
Jamaica, NY
kudos:1 | said by wildcat man:...lies not in the replacement of any existing connection, but in the enabling of wireless in equipment and devices that to not have it today. when was the last time you plugged your mobile broadband card into your car? Your camera? Your DVR? Security cameras? Now integrate into the rest of the electronics in these devices. And if there was market demand it would have been done by now. Laptops regularly come with 3G cards, and cars have OnStar. There is no technical difference between WiMAX and any existing cellphone standard, the only difference is what company execs want. |
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| The argument of "it would have been done by now" a.k.a. "there is nothing new under the sun" completely ignores the role of consumer marketing. How long did we have Napster + Walkmans/ Discmans + recorded music prior to the iPod? At least five years. I agree that if Clearwire or others fail to take advantage of Intel, Google, Comcast and Sprint's abilities to change the market perception of mobility, they will struggle to reach market share. But to say that video over WiMax is dead because Verizon, at&t and Sprint have TV over mobile is preposterous. I would expect this from the companies who brought us ISDN, and ADSL but not those who brought us gmail and Centrino. |
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