Clearwire

Clearwire

February 1, 2008

Clearwire & Sprint agree on common architecture

wimaxfw.jpgThe on again off again relationship between Clearwire and Sprint continues. New and presumably level headed management at Sprint has prompted new talks between the two, but the only agreement so far has been to use a common architecture:

Clearwire Corp. and Sprint Nextel Corp. still haven’t resurrected their now-defunct plan for a collaborative nationwide mobile WiMAX buildout, Clearwire CEO Ben Wolff said in a conference call this morning.

However, the two companies aren’t ignoring each other, either.

“The companies have aligned on common network architecture,” Wolff announced at Clearwire’s investor conference in Portland, Ore.

“The teams have made a lot of progress in the last 60 days,” Wolff said, adding that both companies are “making significant progress on the terms of our roaming agreement.” (from RCR News)

As the saga continues it appears that the 2 companies recognize some synergy between them is possible. If they could make a roaming agreement, and deploy in cities for maximum joint coverage they would do one another a great deal of good. Another access choice, especially one without a wire would be very good for America as well.

Filed under Clearwire, Sprint, Wimax by admin

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December 27, 2007

A Glimpse of the Future

dish.jpgA review of what WiMax represents in a singular instance. An advanced wireless environment changes the concept of Place. No longer is Work locked to Place. Yet Consumerism will be intimate with Place. From the article –

My cell phone rang just as I pulled my car into a park along the Puget Sound. I needed to add something to a news story I had written a few hours earlier, but I really didn’t want to give up my evening stroll.

Instead of driving back to the office or hunting for a Wi-Fi hotspot, I booted up my laptop, plugged in a PC card, connected to the Internet and updated my story - all from a bench near the water, with a dreamy view of snowcapped mountains.

Such a feat is no surprise to anyone with a wireless card from a cellular carrier, but I wasn’t connected to the networks of Verizon Wireless, Sprint or AT&T. Instead, I used an early version of the relatively new technology WiMax, which is being offered in Seattle by Clearwire Corp.

What’s exciting here is the availability of yet another pipe for accessing the Internet at home, in the office and on the go. It raises the possibility that it not only will be faster but also - in theory - cheaper than the competition.

Full article here.

Filed under Clearwire, Wimax by Dr. Dog

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December 14, 2007

Clearwire to be Acquired?

1stock.jpg Clearwire’s stock has jumped based on a possible acquisition. Rumor has it might be a consortium headed by Intel. BUT IT IS RUMOR at this point. Link.

[Update:] Forbes —

Without releasing any major news on Friday, shares of Clearwire skyrocketed on what analysts considered bogus rumors.

In early November telecommunications firms Sprint Nextel (nyse: S - news - people ) and Clearwire (nasdaq: CLWR - news - people ) announced they were ending their WiMax partnership, but each claimed the breakup was mutual. Clearwire investors took the news as negative, sending shares into a nosedive, while Sprint’s shareholders were less worried.

Clearwire Chart for the week.
Clearwire ticker

Forbes link.

Disclaimer.

Filed under Clearwire, Wall Street, Wimax by Dr. Dog

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Sprint - Clearwire ‘Back On’ in ‘08?

sprint-xohm-wimax.jpg Ok we have spent considerable as has the press on the Sprint - Clearwire XOHM relationship. Its on. Its off. Its why. Well all the bits may have been for naught or maybe not. But the web site Unstrung is reporting that there might be a rekindling of the relationship next year –

Financial analyst firm ThinkEquity Partners issued a research note Thursday morning suggesting that the WiMax relationship between Clearwire LLC (Nasdaq: CLWR - message board) and Sprint Nextel Corp. (NYSE: S - message board) may not be dead after all.

ThinkEquity Analyst Eric Kainer writes that the firms could renew their wireless broadband cooperation next year as Sprint launches its nationwide WiMax network. “This launch is likely to be delayed to 2H08 as Sprint hires a CEO and re-establishes its relationship with Clearwire,” notes Kainer.

But don’t get your hopes up –

A Sprint spokesman this week told Unstrung that any talk of a renewed Clearwire partnership “falls under the category of rumor and speculation.”

Got that? Good. Then please forward us the answer will ya?

Linky.

Filed under 700 mHz, Clearwire, Sprint, Wimax by Dr. Dog

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December 4, 2007

Clearwire Covers Charolette

wimaxup.jpgClearwire has expanded into Charlotte, NC. From the press release –

“Clearwire is changing the way Charlotte consumers connect online and with one another by offering an advanced wireless broadband-connection process coupled with portability and great customer service,” says Curtis Heffelfinger, Clearwire’s general manager in Charlotte. “The service will free users from broadband access that is location-based, allowing residents to access high-speed Internet wirelessly across the city.”

Clearwire’s wireless modems are now available at kiosks in two Charlotte malls (South Park and Carolina Place), as well as online at Clearwire.com.

Maybe Clearwire ought to just buy Sprints effort out and just do it. Too bad their balance sheet is a little low on cash right now.

Linky.

Filed under 802.xx, Clearwire, States, Wimax by Dr. Dog

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November 27, 2007

Why is the rest of the world outpacing US Wimax growth?

wimaxfw.jpgOur regular readers are aware of the fact that Wimax is red hot, almost everywhere except in North America. Why is Wimax so popular? It is an inherently open networking technology that can delivery a  variety of services, rather than a technology dedicated to one or two services. Only troubled Sprint and and former partner Clearwire are attempting to build a significant presence in the US. Part of the problem may be lack of spectrum. The spectrum Sprint is using is a block allocated to education that was never used, and the company has been privately acquiring rights to it in a piecemeal fashion. American spectrum is is public property as defined by law. Our governments’ FCC, however,  is quite happy to perpetuate the myth that when the temporary right to use of a block of spectrum is “sold”, it becomes the permanent property of the property of the entity it is “sold” to or allocated to.

In an interview with Midwest Business, Motorola’s Tim Mitoraj made a few telling comments:

The activity is where the spectrum is and that’s almost everywhere. The countries that have the most demanding implementation requirements are moving the fastest. In Chile, the carriers that got the spectrum license had to implement in one year or they would pay a penalty. They had to move fast.

In other countries, it’s more driven by economics. It’s based on the regulatory framework, degree of competition and other local factors. It depends on when the carriers are going public because they would like to get as far as they could without alerting their competition to what they’re doing.

I’m beginning to feel that the FCC does not care about allowing the use of more spectrum for Wimax services because AT&T and Verizon don’t want it here. Aggressive implementation of US Wimax would require the wireless cartel to invest heavily in new infrastructure to compete. It could also be very disruptive to the duopoly’s under served fixed line customers who continue to wait to have any broadband service. It’s time to review how we license spectrum and to be more proactive in it’s allocation. That means some big players may have to lose rights to some spectrum they have not productively utilized.

Filed under Clearwire, FCC, Legislation / Regulation, Sprint, Wimax by admin

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November 9, 2007

Sprint Nextel and Clearwire dissolve Wimax partnership

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The partnership that was to make for better coverage, lower investment costs, and faster implementation of coast to coast Wimax has ended.

Sprint, which has been criticized by investors for its commitment to spend $5 billion by the end of 2010 on building a WiMax network, said it could not resolve “complexities” associated with the Clearwire partnership and failed to agree on the terms of the transaction.

Citing people familiar with the matter, The Wall Street Journal noted on Thursday that the departure last month of Sprint CEO Gary Forsee made it too difficult to reach a final agreement. (from Cnet)

This makes a national third pipe in the air less much likely for the near future. How much longer will the fixed broadband duopoly and the wireless cartel have a strangle hold on American consumers?

Filed under Clearwire, Sprint, Wimax by admin

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October 20, 2007

UNTA approval of Wimax as a 3G technology - the end of the walled garden for Telcos

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Well, at least I think so. Intel became the king of the processor market by establishing open standards and reference designs rather than entering into the end user device business. This fuels innovation by providing basic building blocks and a stable platform for long term development. With Intel’s long term commitment to Wimax, we are now beginning what could be the beginning of something just as revolutionary as the PC.
The ITU approval, which came in the form of a consensus of the radio assembly ahead of the World Radiocommunication Conference next week in Geneva, gives WiMax a leg up on Ultra Mobile Broadband, an alternative technology from Qualcomm, and Long-Term Evolution, an equivalent from Ericsson. (from the International Herald)
The United Nations Telecommunication Association has just added to the Wimax juggernaut’s synergies by approving it as a world 3G technology. What makes this significant is that it it a wholly open technology based on a common reference platform, just like the PC. This ends the walled garden and opens the potential for serious competition in the mobile device space that is completely UNBUNDLED from access.

Filed under 4g, AT&T, Clearwire, Sprint, T-Mobile, Verizon, VoIP, Wimax, Wireless by admin

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October 10, 2007

How Wall Street destroys disruptive technology and cheats small investors out of long term profits

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Day traders rejoice! Sprint is in play! Fire the CEO, kill the the long term viability of the company for a fast buck and go on a nice cruise!
Major shareholders (read fund managers) are pressuring Sprint to abandon its Wimax network that is currently in deployment mode. The pay of is in years instead of days, and the fund managers have already written the company off as a short term money maker. This means they are looking for a ploy to force a quick stock price run up to sell of their holdings and leave the company to die.
Too bad for most shareholders. Sprint is on the verge of switching on the most potentially disruptive access technology to hit the market since dial up internet without an AOL account became reality for the mass market, or since the cell phone became a commodity.
I hope Sprint shareholders catch on to this and do something about it. Sure, I want my Wimax. So will millions like me. If shareholders want to make money in the coming years they should be smart enough to figure this out. If not, this may be the canary in the coal mine warning for the end of sensible long term investment by US companies.

Filed under 4g, Clearwire, Sprint, Wimax, Wireless by admin

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September 23, 2007

2008 the year of Wimax?

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After lots of false starts and “show products” that never seem to come ot market, I’m thinking 2008 may very well be the year Wimax takes off. First, the Sprint/Clearwire networks is poised to begin offering service in around 30 markets. Next Intel is incorporating Wimax into its reference design for mobile computing platforms:
In his keynote on Wednesday, David Perlmutter, senior vice president of Intel’s Mobility Group, described mobile users with “insatiable appetites,” hungry for ever more mobility and connectivity.The company plans to sate this hunger with something called Montevina in mid-2008. Montevina, which will become the company’s next-generation Centrino mobile platform, is based on Intel’s 45-nanometer fabrication technology. It will support things like DDR3 memory, Blu-ray and HD-DVD playback, as well as an integrated Wi-Fi/WiMax module the company calls Echo Peak.What that means in plain English is that Montevina notebooks will be faster and low-power, will include support for the latest optical storage standards, and will presumably be ready to connect with the latest wireless networks out of the box. As testament to the clout Intel wields, a number of laptop manufactures like Lenovo, Acer, Toshiba and Panasonic have already committed to using Montevina.
Key to Intel’s wireless strategy is the standard known as Mobile WiMax (IEEE 802.16e). Yes, that’s the same WiMax you’ve been hearing about — but not seeing — for close to five years now. But according to Intel, as well as Sprint Nextel and Clearwire, WiMax really will be ready for its public debut next year.With Sprint Nextel and Clearwire (which counts Intel among its major investors) teaming up for a $5 billion WiMax build-out by 2010, Intel CEO Paul Otellini said he expects “150 million [people] will be covered [by WiMax] in 2008, 750 million in 2010 and 1.3 billion in 2012.”
“We are on the cusp of a new global network, seamlessly integrated around the globe, to go into these ultramobile devices,” Otellini said.
Above from Wired
With live service operational, and and cheap chip sets available fore end user devices coming online, 2008 may prove to be the beginning of a potential Third Pipe in Wimax. Will it offer adequate price/performance to compete with land based broadband? Will land based broadband respond with better prices and service?

 

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