What iPhone sales demonstrates is that current 3G networks with voice & data satisfies the needs of the overwhelming majority of mobile users.
Apple's Insanely Great Quarter: 3.05 Million Macs, 7.4 Million iPhones Sold
Suppose sometime in the future CLWR introduces a hybrid 3G-Sprint/WiMAX smartphone. How does the revenue flow?
Sprint gets the voice revenue in all markets and 3G data revenue in most markets. CLWR gets the 4G data revenue in markets it serves. Hence, in most markets Sprint will capture 100% of the revenue, and in some markets CLWR gets maybe 50%.
Its better than nothing but its not like the 100% 3G carriers currently enjoy.
"The 4G customer experience from Clearwire, Comcast and Sprint is unlike any other wireless service available today from any national carrier. Customers in these cities will now be able to increase their mobility and productivity in many ways: from instantly downloading large files to get work done on the run, browsing the web just like at home from across the city, or watching online videos and movies while travelling in the family car around town.
Clearwire, Comcast and Sprint 4G customers can expect to see wireless service significantly faster than today’s 3G. Clearwire and Sprint customers will also be able to purchase a wide range of 4G devices, including: compact USB modems, numerous Intel® embedded WiMAX laptops and netbooks, and other wireless devices all aimed at making lives in these 4G cities more mobile and efficient"
I think I will go with the company, not your unsupported bashing slant on CLWR
Based on the total number of POPs their coverage reaches, that isn't much.
When looking at net adds, you need to look at the population of potential customers in realizing how well sales are improving. B/C Clearwire is the newcomer, any net add will mean a steal of market share from the incumbents. Always keep that in mind.
If CLWR is the right company at the right time why doesn't it have more subscribers?
Why are Apple's iPhone sales skyrocketing while CLWR delivers unimpressive results?
If sales and revenue matter it looks like Apple and AT&T are the right company right now.
MegaBrainHurts to think strikes again.
More cool web-devices churning up demand for more of the limited bandwidth real estate.
In Megabrainhurts thinking that means a company holding 120MGHz and currently starting to exploit 30MHz of it is in the wrong place at the wrong time.
Market share is open to attack.