 Odie97
join:2006-04-19
Oak Creek, WI
| Earthlink is Toast Earthlinks grand strategy to offer "muni-wireless" around an 802.11b/g technology is destined to fail ... their penetration numbers (projections) in tier one markets (where there are many other options) are seriously out of whack and to enter a market at $20 for a "data only" offering with no plan for how to take it to the next level is comical.
Muni wireless in my opinion is simply a bubble getting filled with hot air right now ... with a whole bunch of hype and when they actually deploy and the network conflicts and service quality goes down the toilet ... their stock and company will follow. Muni-wireless, at least in the way it is currently being deployed ... is a bubble waiting to burst. Each company that is doing it right now is saying they are "trying" different technologies and vendors because each time the try it one way if collapses when more than a few dozen users connect into the various node.
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Karl Bode
News Guy
join:2000-03-02 | 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.... | |
| | | Odie97
join:2006-04-19
Oak Creek, WI
| Re: Earthlink is Toast 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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Karl Bode
News Guy
join:2000-03-02
Host:
Road Runner
PC gaming GAMES
PC gaming Tech
| Re: Earthlink is Toast 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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BillTager
join:2000-09-20
Charlotte, NC | Re: Earthlink is Toast Do you just copy and paste the same response whenever Earthlink is the topic of discussion, or do you do it to all your posts?
»Earthlink's Adaptation
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Formerly DSLWho | |
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ExEL DSL
@dslextreme.com
| Earthlink Dismantled Earthlink ceased to be a viable ISP early in 2004.
It was systematically dismantled by Betty wishing to fake high returns and sell the company.
All that remains is Betty, a few junior techs, and the wrap your modem in tinfoil indians.
Good luck with that!! | |
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Earthlink's Adaptation
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