With all the major cable operators in the U.S., rolling out wireless voice and internet services, the question remains: are their customer relationships strong enough to become big players in a highly competitive industry?
Cox Communications will roll out its own commercial wireless service later this year; Comcast (NSDQ: CMCSA) just started re-selling Clearwire’s WiMax service in Portland, Ore. through a joint venture with Clearwire (NSDQ: CLWR) and Sprint (NYSE: S), Time Warner (NYSE: TWX) and Bright House are close on its heals (via the same joint venture arrangement).
But it’s unclear exactly what the opportunity is. The last time a major cable operator owned or operated a mobile-phone network was a decade ago when Comcast sold its cellular operations to SBC Communications. To some analysts, it doesn
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