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Zecco.com » Top ZeccoShare Holdings » Other Symbols » WiMax is coming!
Last post 05-10-2008, 5:23 AM by aquaswim47. 6 replies.
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  •  05-07-2008, 10:32 PM 28692

    WiMax is coming!

    Reply Quote
    With today's announcement that a bunch of major players from the cable, Internet and chip industries are bundling forces, it looks like we are getting a big step closer to high speed wireless Internet. I have used this service, called WiMax, in Europe and its pretty amazing. High speed as in blistering fast and wireless as in no cables: what's not to like about it?

    And from an investor's perspective, which partners in this deal are going to do well?
    - Clearwire (CLWR)
    - Sprint (S)
    - Comcast (CMCSA)
    - Google (GOOG)
    - Time Warner (TWX)
    - Intel (INTC)

  •  05-07-2008, 11:27 PM 28693 in reply to 28692

    Re: WiMax is coming!

    Reply Quote
    From what I am seeing, Wimax is getting mixed reviews.  Some love it, some hate it.  In Australia I guess it failed.  Plans were dropped, and they say there is no hope for this technology.  However, In India - wimax is going strong and hitting on all cylinders.  So is this the time to buy into it? If Sprint dumps nextel, will it return to pre nextel prices, or better yet mid 2006 prices?  Do we buy Clearwire?  Will sprint actually be able to turn a profit from this, will it bring back customers who have been flocking away. If Wimax pans out, and becomes a viable technology, it would take market share from the other guys, but Im still not sure on this.  Ill keep watching S, CLWR and INTC  but I would like to see how wimax pans out in other markets first. 

  •  05-08-2008, 11:01 AM 28723 in reply to 28692

    Re: WiMax is coming!

    Reply Quote
    Forgive me is this is a dumb quesiton but why isn't AT&T in that list? They have the Edge Network.

  •  05-08-2008, 12:08 PM 28727 in reply to 28723

    Re: WiMax is coming!

    Reply Quote
    djpuzzle:
    For give me is this is a dumb quesiton but why isn't AT&T in that list? They have the Edge Network.


    I just listed the WiMax partners. AT&T is not part of the deal. And Edge is a different technology altogether.

  •  05-08-2008, 3:38 PM 28745 in reply to 28727

    Re: WiMax is coming!

    Reply Quote
    I looked at the technology a couple months back and decided to take a pass. The reviews are mixed, especially with regards to line-of-sight issues. However, if you believe in WiMax, the play is ALVR.

  •  05-09-2008, 8:12 PM 28832 in reply to 28745

    Re: WiMax is coming!

    Reply Quote
    Adding this Fox Business video to the discussion: http://www.youtube.com/

    Why ALVR oldmoney?

  •  05-10-2008, 5:23 AM 28848 in reply to 28693

    Re: WiMax is coming!

    Reply Quote
    Slammedtgs.:
    From what I am seeing, Wimax is getting mixed reviews.  Some love it, some hate it.  In Australia I guess it failed.  Plans were dropped, and they say there is no hope for this technology.  However, In India - wimax is going strong and hitting on all cylinders.  So is this the time to buy into it? If Sprint dumps nextel, will it return to pre nextel prices, or better yet mid 2006 prices?  Do we buy Clearwire?  Will sprint actually be able to turn a profit from this, will it bring back customers who have been flocking away. If Wimax pans out, and becomes a viable technology, it would take market share from the other guys, but Im still not sure on this.  Ill keep watching S, CLWR and INTC  but I would like to see how wimax pans out in other markets first. 


    If Sprint does drop Nextel, the company has finally got its brain back. In my strategy class, I thought that Verizon would have benefited most from the Nextel capacity. Nextel was losing money, year after year after year after year that it made absolutely no sense to buy it. Nextel had too much capacity for it and even Sprint to handle as you would need a massive customer base (consistent to either Verizon or AT&T) to support that level. I think Nextel is under a different frequency than Verizon so that merger would have given Verizon nearly complete control of the cell market making it a virtual duopoly with Verizon and Cingular (AT&T).
    Aqua
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