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Bob Metcalfe has become a big fan of the idea of WiMax: One of the main reasons he’s excited about it is because he thinks that WiMax will “light a fire under” ILECs, cable companies, and mobile operators. I hope that he’s right but unfortunately I suspect he’s not. Rather than seeing WiMax networks pop up to compete against those players, it’s likely that those companies will be the ones to build the biggest WiMax networks. In the U.S. at least, they are the companies in the position to build widescale WiMax networks because they control the spectrum and have the big brand names.
The Yankee Group’s Lindsay Schroth agrees that most likely the biggest and strongest WiMax operators will be a telco or a cable company. “People don’t want to hear this because it means staying with the duopoly, but it’s likely it will be them,” she said.
Posted by nancyg at May 31, 2005 4:01 PM
Categories: competitive landscape
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