myokitis
join:2004-06-19
Alexandria, VA
| reply to wifi4milez
Re: If they stop now they are done.
I think you're partially correct but I disagree w/ your conclusion . . . Keep in-mind that while FTTH is indeed expensive, it is an established technology. WiMax is still an unproven pie-in-the-sky technology that's never been deployed on a large scale. Given the high amount of financial risk (i.e. uncertainty)invloved, investors have a legitimate concern of a large investment (bet?) in an unproven technology by a company in Sprint's condition.
If they bet the farm on this and run into some sort of unforseen operational difficulties, Sprint will be finished, quickly. If they stabilize their core operations, however, then they can afford to bear more risk. |
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wifi4milez
Big Russ, 1918 to 2008. Rest in Peace
join:2004-08-07
New York, NY
 ·Verizon FIOS
 ·Sprint Mobile Broa..
 ·RoadRunner Cable
 ·BroadVoice
| said by myokitis  :I think you're partially correct but I disagree w/ your conclusion . . . Keep in-mind that while FTTH is indeed expensive, it is an established technology. WiMax is still an unproven pie-in-the-sky technology that's never been deployed on a large scale. Given the high amount of financial risk (i.e. uncertainty)invloved, investors have a legitimate concern of a large investment (bet?) in an unproven technology by a company in Sprint's condition. If they bet the farm on this and run into some sort of unforseen operational difficulties, Sprint will be finished, quickly. If they stabilize their core operations, however, then they can afford to bear more risk. Well, yes and no. FTTH has only become an "established" technology here in the US in the past 2 or 3 years. In the grand scheme of telecom that doesnt mean much! While you are correct the Wimax is largely unproven on a scale of this size, there are a few things to consider. First, Wimax has been in development and testing for years. Secondly, it has been rolled out on a fairly large scale in other countries and even here in the US on a smaller scale (Clearwire has been offering it for a few years themselves). The other thing to consider is that a good percentage of the business Sprint will gain with this is consumer, meaning that "best effort" is just that. Overall, $5B is not that much money for a large company like Sprint, especially considering Clearwire will be footing part of the bill. In all honesty, the nationwide rollout (if it ever happens) will happen in a tiered way, thus giving Sprint time to "iron out the wrinkles".
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я люблю Денди! |
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calvoiper
join:2003-03-31
Belvedere Tiburon, CA
| Yes, but remember that wireless frequencies are shared among all users, while fiber routes are not. Wireless channels are much more limited than fiber, and the company that wastes them on fixed applications will find itself competing with fiber--but the company that stresses wireless applications will have greater demand in the mobile market.
calvoiper
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VoIP--the death knell of remaining voice monopolies! |
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myokitis
join:2004-06-19
Alexandria, VA | reply to wifi4milez
All good points . . . thanks for clarifying. |
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wifi4milez
Big Russ, 1918 to 2008. Rest in Peace
join:2004-08-07
New York, NY
·Verizon FIOS
·Sprint Mobile Broa..
·RoadRunner Cable
·BroadVoice
| reply to calvoiper
said by calvoiper :Yes, but remember that wireless frequencies are shared among all users, while fiber routes are not. Wireless channels are much more limited than fiber, and the company that wastes them on fixed applications will find itself competing with fiber--but the company that stresses wireless applications will have greater demand in the mobile market. calvoiper While that is true, this service is initially being offered as a wired service (DSL, cable) replacement. Sprint is leaning towards using this network as their 4G solution, however from the start it will be geared towards home based users. Laptop cards will probably be the first wireless devices released for Xohm (likely concurrent with launch), followed by cellphones within 24 months.
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я люблю Денди! |
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wifi4milez
Big Russ, 1918 to 2008. Rest in Peace
join:2004-08-07
New York, NY
·Verizon FIOS
·Sprint Mobile Broa..
·RoadRunner Cable
·BroadVoice
| reply to myokitis
said by myokitis :All good points . . . thanks for clarifying. Absolutely! You raise good points as well, and these forums are great for debating topics such as these.
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я люблю Денди! |
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