December 1, 2007
Interesting But Misses Key Synergy
RCR posts an article on the LTE decision for Verizon Wireless. Now the jest of the article I agree with.
But they miss a key point as to why. Vodafone has already selected LTE as their 4G solution. Voda owns 40% of Verizon Wireless. Yes Voda is not suppose to have influence but companies talk. There is strategic advantage for both firms to share R&D efforts even if it is arms length.
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[...] December 1, 2007Results from Ball State tests, you can’t beat Wimax On the heels of a Verizon announcement that LTE is their wireless broadband strategy, results from extensive (and may I add AGNOSTIC) testing at Ball State University has rated Wimax superior on all fronts as the king of current wireless technologies. Why so little Wimax in America? It’s a legacy issue. Legacy companies, with legacy business plans running legacy networks. Wimax has been growing virally in places where the is little or no legacy infrastructure. Why? Because it’s cheap and it works - better than any alternative currently available. It’s also inherently open. This one feature makes it incompatible with legacy wireless business plans, so it’s no surprise they have shunned the technology for one that exists only in in design specs and white papers. If Verizon Wireless was a separate company, I’d be watching Wimax success stories looking for the right day to short their stock. Discalimer: Third Pipe does not give investment advice. [?] Share This Share and Enjoy: These icons link to social bookmarking sites where readers can share and discover new web pages. [...]