I am still trying to make heads and tails of all this spectrum talk. Every carrier is complaining they need more spectrum, lot's more spectrum. You would think as hot of a topic that this is, CLWR would be commanding a top premium.
Question to the board: What is the optimal outcome for the proposed acquisition of Spectrum of VZ from the cable cos? What happens to CLWR if it falls through?... the market may perceive as bad for CLWR because now Tmobile will try to buy those assets and not need CLWR spectrum. If it does go through, then the market is not happy about the 700mhz VZ sale, which clearly the market did not like as it relates to CLWR.
It seems like we are in a no-win situation. What is the best case scenario?
the VZ spectrum has interferences problems & does not fit well with existing T-mo spectrum. T-mo only has AWS spectrum. T-mo rather have a shot at buying the Cable Co AWS spectrum.
CLWR spectrum work with any wireless carrier (Qcom making its chips compatible & its cheap ($2-3 per smartphones)
Wow, what an aggressive tone you have there! Sounds like a sore loser or perhaps I hit a nerve in your fragile ego.
What you don’t want to admit or perhaps your lack of understanding is, what gets transmitter to the user already gets decided by the carrier’s core network MME first and that QoS for LTE already exists while still evolving.
Let’s talk turkey, shall we?
You’re claiming that voice and messaging will bound to get chewed up in the vast untamed frontier of mobile data network and my views are completely opposite to yours. To be more specific (strictly based on standards), under 3GPPP the EPC has already incorporated into its design called E2E (End-to-End) QoS in a form of bearer. A bearer is the basic enabler for traffic separation in 3GPP because it provides differential treatment for traffic with differing performance requirements.
The concept of the bearer enable the network to reserve system resources before packet flows mapped to that bearer are further mapped onto the network. Little do you know that the performance requirements for a particular service carried on a bearer are generically referred to as quality of service (QoS).
In order to support QoS requirements for a given service, 3GPP explicitly defines an E2E QoS architecture. 3GPP also introduces several bearer and processing mechanisms to ensure that UMTS can make full use of its technical attributes in order to optimize network.
The UMTS Bearer Service is comprised of the Radio Access Bearer Service and the Core Network Bearer Service. But more importantly, again (based on the standards i.e. TS 23.107) the QoS provides such as traffic classification like (conversational, streaming, interactive, and of course background), max and guaranteed bit rate, traffic priority, allocation and retention priority, etc.
QoS provides metrics to guide the network in providing the necessary performance levels to various packet flows. The objective of these QoS metrics is to optimize the packet flows of distinct services or subscriber groups, and to enable subscriber and service differentiation as warranted by enduser demand.
Did you know that LTE provides support for IP-based traffic with end-to-end quality-of-service? Voice traffic will be supported mainly as Voice over IP (VoIP) enabling better integration with other multimedia services, meaning E2E (end-to-end) QOS allowing prioritization of different class of service.
In layman’s term, ultimately the carrier’s scheduler decides which queue that resides in their transmission buffers get transmitted first and in this case the queue that holds “voice and messaging” will always go before i.e. “video streaming”. This means that there should never be any delays based on the contents in terms of class-of-services.
We are hoping for a Miracle Monday. A large press release or perhaps a television appearance something anything major that will show investors our money is not just being invested in vein. I am hoping that the company will put some message to the public to show who they really are. They need to build a better presence. I think TD LTE in the home would be a wise move; defining a new industry of extreme home download speeds, with unlimited access to the web. How fast can TD LTE really go? With that much spectrum they have to invest in getting ahead of the race. They need to produce results and other avenues of making money. Its time to look at an expanded business plan. I'm hoping they grow cause when ARNA got approved by the FDA they exploded out to over $6 bucks. I'm hoping Clearwire sprouts outstandingly and can develop a major presence because that's really the key. I'm just saying their commercials suck. I'm hoping for the best. What would you do if it exploded out to $10 buck and then in the next month is grows to $34 bucks on a random whim. What would you do?
LOL! There is unlikely to be any miracles on Monday or for months. Even if metroPCS signs up it will not be a 'miracle' event.
As for Clearwire needing to build a 'better presence' wtf does that mean? Go out and advertise Swiss Cheese crapola some more? That has resulted in failure of only 1.3 millions direct subs... about 1/4 the number that would be measured as a CLEAR success for direct retail efforts.
The problems are what they always have been: too many holes in the coverage, too shitocratic attitude about customer service (its improved recently which is good to see), too costly development of retail channels (that too has improved recently). But also the overall cost relationship due to the lack of growth in marketshare of direct sales has been way off the mark.. totally brain dead failure to face reality that macro-cell only would not work. It has failed... how many times does it need to be said. If Clearwire had the numbers that showed something different I would be eating crow as a bleeting ahole.. but that that is not the case.
Clearwire has a new path that has good chance of ' the little mouse riding the backs of elephants' piece. What thye have yet to push into is the HetNet to 'massively microcell' approach... Maybe when the ANALysts tell them its OK they will go ahead... after their competitors are using it to solve their cost and capacity problems that results in forestaying a near term need for more capacity.
Clearlywired old school... no innovation.. that doesn't come from outside?
The price will move up as either the tide lifts shisa or they get in gear with innovations in the network.
I really don't think there is any shortage of spectrum. The big guy's (Stephenson) is just a big cry baby who didn't get his way. AT&T is always trying to make sure there is no competition so they can own the market. If spectrum is so scarce why do they give free mobile to mobile calls? It seems to make more since to have free calls to landlines that way two people aren't on cell phones using those precious airwaves. Also if spectrum is in such shortage why is the big V selling spectrum? These two companies are just wanting the good stuff and leave everybody else with the crappy stuff. I really hope Clearwire gets their LTE service up and running so I can buy from them and kiss AT&T and Verizon goodbye. I rarely travel outside my metro area anyway so nationwide coverage is really irrelevant and if I start to travel that much hopefully by then they will have a bigger area covered. Freedom Pop is kick but because I will be able to let my kids have to the old iphone and they will still be able to use voip and texting with the free internet and all the free wifi spots.
Voice calls and messaging are not the bottlenecks. They use low bandwidth but need consistency. Broadband traffic puts more demands on the network and can result in high data density signaling constraints and back-haul bottlenecks. As overall network capacity has grown, voice and messaging have become the part of the overall package with the least constraints... thus unlimited plans have become popular while data caps remain imposed for most operators.
Of. Ourselves there's a shortage...why Doyle think AT&T and VZ don't offer unlimited, and have tiered pricing?
Aren't you aware that in some areas service actually slows down.
Business implement countermeasures before the cripple the business...that's why they are trying to buy all the spectrum they can get their hands on...before they are forced to use CLWR and pay wholesale.
Would 't you do the same thing.
Data consumption is growing at 80% CAGR...that is ginanric...and there is not a short term technology solution.
It doesn't look like anyone answered your question in your post: Which is better Verizon purchase of Cable Co spectrum being approved or disapproved?
I'm going to go with approved. Verizon is just hoarding spectrum in my opionion so others can't have it. But that actually helps Clearwire's goal of wholesaling TD-LTE to others like T-Mobile. I think most have come to realize the 700 mhz scraps they are offering in return aren't of much value.
Whether approved or not, the largest trend in the industry is towards consolidation of marketshare and spectrum. Clearwire is a spectrum aggregation play. On the surface that could be construed to be similar to the past... like when McCaw seized on the opportunity to aggregate spectrum from mom and pop holders to forge McCaw cellular. However the situation has become vastly different. Aggregation of spectrum in the higher frequencies while championing the next gen technologies plays out against a highly developed industry setting in which the dynamics of raw access to spectrum have radically changed.
This pits the concepts of 'acquire spectrum and deploy new tech' against much broader, jammed up means of competition. Having a broad expanse of spectrum is not enough.
Clearwire is where it is because they went about deployments and markets wrong. It cost billions to deploy but netted only 1% penetration, 1.3 million direct subs out of 140 million POPs = failure. Reinvigorate retail? popycock!. What bloody nonsense. There is only cash-cowing of WiMAX and watching the cost to make sure it isn't not a drain.
They still have a way to go before either the industry up-swell lifts them or they innovate in the network to demand higher premium for the spectrum and services they deliver.
The saving grace is that the industry is propelling forward ... to require use of 2.6GHz so long as it fits nicely into common devices.
The new plan makes sense, but narrowly so... The international tide is heading their way.
The reason CLWR is down in the dirt is because the build and attractiveness of the network has not spun up the level of business needed to make this an ongoing business. No MMs, No boogeymen, no blame game spectrum play excuses. Rethink and move forward, the only thing that matters are results.
Clearwire is a speculative strong buy despite being a real stinker. I question myself in saying that... because I have basic disagreement with 'brain-dead macrocell only' way they have run the operations.
By now, isn’t it obvious to anyone that Clearwire is perceived to be untouchable (already owned) by Sprint? Correct me if I’m wrong but it seems to me that though Sprint had exchanged its Spectrum for a 50% share in Clearwire nevertheless Sprint has never really considered those spectrum have actually left them. I think Sprint will do whatever it can to stop Clearwire from selling [Sprint’s] spectrum.
Clearwire is untouchable from a merger/buyout perspective unless Sprint agrees to it. At the same time Sprint can't buyout Clearwire unless all the other major partners (Intel, Cable Co's, Eagle River) agree to it, because it takes a 75% vote.
I don't think Sprint can legally stop a partial spectrum sale, but since most of the debt is secured by spectrum, the sale would have to be for around 4 billion to clear the debt. Chances are no one will pay that much for a small channel, and it would hurt Clearwire and Sprint's future opportunities to sell a large channel. So I agree Sprint would probably do everything they could to stop it.
You are probably correct about S wanting to stop sale of spectrum, but I doubt they could stop CLWR from signing deals with T, Tmobile, Dish, ect. I think we get some good news next week. I would not want to be out of this stock over the weekend.
At a CLWR bankruptcy hearing, the spectrum goes for 100 X less than the current price. Folks are betting on this. Push the stock to under $1 and this will trigger a sale of spectrum ( on the cheap) to cover bank margins or drive CLWR into bankruptcy. Both ways prEdators get to CLWR spectrum on the cheap.
Best case scenario... Might not happen for some time. Its all a matter of how much better the TDD-LTE will be over the FDD-LTE networks. Just like when electricity was first coming into play... Major player Thomas Edison wanted DC currents to be the standard, while underdog George Westinghouse was for AC currents. We all see how that played out. TDD is to FDD what AC is to DC. The major powers (AT&T and Verizon) have FDD networks and it would be expensive and time consuming to change over to TDD. Clearwire's future network will be TDD. TDD can produce speeds about 1 GB/s because it can take advantage of the fact most data is sent downlink and over one channel the ratio can be maxed out producing faster speeds. Truly not all LTEs are created equal. NOW looking one step further into the future it is easy to upgrade TDD into Advanced LTE. Advanced LTE is the original standard for 4G (5GB/s blazing fast), but that's at least 3-4 years away. When Clearwire completes the build out they will be primly poised to be the big dog because as Advanced LTE technology matures, Clearwire will be able to easily upgrade, meaning AT&T and VZ will be looking for wholesale usage. In the near term, look for Clearwire to sign MORE wholesale contracts and gain more retail subscribers. This year won't be spectacular because they are STILL building the network thus spending money. BUT if they accelerate the development look for the PPS to take off like a surprised bird. A major wholesale contract will also boost the PPS. OVERALL Clearwire is a secure investment for the next 12 months and at these low prices would be a future goldmine if you can wait that long. My thoughts.
First off I'm long,so I'm not being contentious. If LTE advanced is the eventual standard because it is so much more efficient, why aren't ATT and Verizon embracing it? And, assuming you have a good answer, why would the contract with CLWR for LTE Advanced? Why wouldn't they do their own buildouts? They have far more capital ability to do so?