http://www.markevanstech.com/2006/05/12/clearwire-iposelling-wimax-and-red-ink/ Insight and Analysis from North of the Border Fri, 05 Dec 2008 13:15:38 +0000 http://wordpress.org/?v=2.6.1 http://www.markevanstech.com/2006/05/12/clearwire-iposelling-wimax-and-red-ink/#comment-1443 Anonymous Sun, 28 May 2006 05:02:25 +0000 http://markevanstech.com/?p=1507#comment-1443 A broker friend on mine is hot on this IPO, but I think it is because of McCaw. I am tying to understand how what the future competitive broadband/wireless environment will look like in 5 years to see if investing in the IPO does make any sense. Can you shed more light on what you think Clearwire’s Strategy is within the broadband/wireless arena and how successful WiMax could be in light of huge competitors with significant resources such as Verizon and AT&T with their quaduple play strategies, resources and buildout plans? The Cable co's are already shaking in their boots from the telcos, so is Clearwire just planning to go after rural markets (30%) of the US and select b2b niches in major markets? In the wireless arena, WiMax would certainly be more robust than 3g, and what about 4g? What do you think their strategy be vis a vis to compete with the voice/data/content capabilities of the wireless carriers? What is Clearwire's strategic advantage be and how does it translate to and exit strategy in 5 - 10 years? thanks for any insights A broker friend on mine is hot on this IPO, but I think it is because of McCaw. I am tying to understand how what the future competitive broadband/wireless environment will look like in 5 years to see if investing in the IPO does make any sense.
Can you shed more light on what you think Clearwire’s Strategy is within the broadband/wireless arena and how successful WiMax could be in light of huge competitors with significant resources such as Verizon and AT&T with their quaduple play strategies, resources and buildout plans? The Cable co's are already shaking in their boots from the telcos, so is Clearwire just planning to go after rural markets (30%) of the US and select b2b niches in major markets?
In the wireless arena, WiMax would certainly be more robust than 3g, and what about 4g? What do you think their strategy be vis a vis to compete with the voice/data/content capabilities of the wireless carriers?
What is Clearwire's strategic advantage be and how does it translate to and exit strategy in 5 - 10 years?
thanks for any insights

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