Comments on: Another $1.5B Infusion for Clearwire

By: Brett Glass

Brett Glass — Tue, 10 Nov 2009 04:29:48 +0000

It’s not a matter of “whose spectrum is better;” it’s a matter of whose business model is better. Clearwire, alas, has essentially the same model as Metricom, and we all know what a great success that was.

By: With Wireless Data, Smaller Carriers Must Mind the Gap

With Wireless Data, Smaller Carriers Must Mind the Gap — Mon, 09 Nov 2009 19:08:37 +0000

[...] With the larger carriers seeing the greatest revenue gains from data, it stands to reason that as more investment is needed to “keep up with the Verizons” both AT&T and Verizon will continue their data lead. [...]

By: Ron

Ron — Mon, 09 Nov 2009 09:19:18 +0000

I don’t see Google’s lack of investing in this as surprising at all. Google’s relationship with Verizon would keep them from investing in the competition. The new release of the Droid makes that relationship even stronger.

By: Paul Kapustka

Paul Kapustka — Mon, 09 Nov 2009 08:50:49 +0000

Should be an interesting conference call Tuesday, eh?

Has anyone done a side-by-side financial breakdown of the Clearwire spectrum holdings at 2.5GHz vs. the telcos’ 700 MHz holdings? Putting aside the debate whether one is better than the other (I know 700 MHz goes through walls better, but that doesn’t necessarily mean it’s better overall for data — like I said, a debate for another time), just wondering if the Wall St. types have assigned any money value to CLWR’s spectrum worth, especially vis-a-vis the iPhone 3G woes.

By: Friends of Dave (friendsofdave) 's status on Monday, 09-Nov-09 04:38:08 UTC - Identi.ca

Mon, 09 Nov 2009 04:38:20 +0000

[...] http://gigaom.com/2009/11/08/sprint-clearwire-funding/ a few seconds ago from api [...]