How will they compete with the quadruple play plans of Verizon, AT&T (Now SBC), and the cable companies at least in the US? Telcos and cable are are upping their speed, bundling and some content.

Is the Clearwire strategy primary to add subcribers in rural markets (70 %) of US and target certain B2B segments in major metro areas?

When the 802.16e standard is deployed, what how good will it be and more importantly reliable? How does this compare to any 4g plans of wireless carriers?

Any possible strategies to partner with the Telcos or Cable companies in utilizing their technology for the last mile connection.

Wouldn’t services like IPTV/Video etc. present higher quality over Telco/Cable networks?

What is Clearwire’s competitve advantage? is it just high speed broadband wireless? and will this be enough to dominate a niche of the market?

What do you think the expected time frame it would take from Clearwire’s 802.16e launch next year to gain significant momentum and mass to warrent an exit strategy? (i.e an acquisition) given technology ramp-up and deployment, subscriber growth etc. 3, 4, 5, or more years?

Bottom line, if it was your grandmother’s house, would you bet on the Clearwire IPO and invest?

thanks for any light you can shed.

I assume you are talking about Capitol Hill…I live in that building “The Lamplighter” where that equipment is going up.:)

The 44% DSL/Cable broadband cannibalization figure is indeed very impressive considering that fixed/nomadic wireless broadband doesn’t really provide a differentiated offering compared to DSL/Cable. They also claim about 5% household penetration (88000 subs /4.8M covered pop * 2.5 people/HH) and less than 1.2% monthly subsriber churn, which again are enviable numbers. Not to forget they’ve achieved this despite blocking VoIP application from major players which I believe has been major driver for growth of broadband market.

Based on my research on NextNet’s products, they have a similar product compared to what others vendors in this space like Aperto, Airspan etc offer. The only exception seems to be High power indoor CPE (2W), which provides better Uplink link budgets. I can only attribute this success to competitive pricing or significant DSL coverage holes. I beleive statistics they provide in their filing won’t be scaleable to entire US market.

IMS research report on predicts <2% share of wireless broadband in residential broadband market. While 2-3% figure seems to be very conservative I feel realistically 6-8% market share might be achievable with some share gains from DSL/Cable and Dial-up. Wireless also has a better reach that more wireline technologies and hence will be faster to reach the unaddressed market which currently is only served by satellite broadband. The market would however be divided between players like AT&T/Bellsouth ( 2.3GHz), Sprint Nextel (2.5GHz) and not to forget our traditional wireless players when LTE becomes available later this decade.

I still have apprehensions on Clearwire’s success as a wireless broadband player. They definitely seems to have capitalized on first mover advantage but still have lots of challenges including huge capital investment and eventually having to move to standards based technology (although Crag McCaw proved the critics wrong with iDEN)