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Clearwire Corporation (CLWRD) Message Board

  • indano indano Mar 12, 2013 9:08 AM Flag

    DISH: More Trucks: SKY Brazil TD-LTE: Install CLWR @Home

    DISH recently added to their installer truck fleet, adding over 2000 Nat Gas trucks.

    DISH has followed the DTV roll-out of Sky Brazil on 2.6 GHz and is putting together a CLWR buyout.
    DISH will install CLEAR @Home along with DISH SAT.

    Here's what they know...SKY + DirecTv, Brazil First TD-LTE Deployment in Latin Global Leader in Paid TV and Video Services America Expanding Offers Affordable Broadband for all , Quad Play and Base for Future Video applications in Brazil Deployment in Brazil, Starting in Brasilia, followed by 12 Markets and beyond. 2.6GHz Frequency, 20MHz Channel Bandwidth (Available 50MHz) Nokia Siemens Networks: End to End TD-LTE Solution Enhanced with Home Broadband Services TD-LTE Devices
    *WiFi enabled from Day one First 4G Network in Brazil Ahead of any 3G Carrier or LTE FDD Meeting Pent Up Demand with 4G: Brazil has become the world’s second-major consumer of Twitter; Facebook users tripled in 2011, overtaking Orkut.

    DISH knows they need to expand their business model and they know the value of the CLEARWIRE FAT PIPE! Google playing secret santa !!!!

    $8+ NO LESS!

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    • Without Sprint’s participation you can rest assured Dish won’t be interested in Clearwire at all. Dish needs Sprint’s (carrier) underlined network for its new business model and not just looking for a capacity provider.

      • 2 Replies to sunnybeach73
      • I wouldn't completely agree with that. Clearwire currently covers 133 million POPs with it's infrastructure and the primary advantage of overlap with sprint 3G in the areas clearwire serves is for voice and more seamless coverage.

        Because dish's initial thrust would be video, sprint's gap-filling coverage is less critical if voice isn't critical. Further, Clearwire's coverage geographies overlap with competitive geographies that are best able to accomodate video at decent speeds. For example, most of T-Mobile's HSPA+ coverage overlaps with Clearwire's POPs and in locations where T-Mobile has only edge coverage, video sucks anyway and streaming is essentially worthless. T-Mob is also targeting LTE in high volume locales first as well so dish would have time to set up infrastructure leasing agreements in the months following a launch on clearwire and an inital emphasis on building out LTE on what's already there.

        Dish is also leveraging whatever it does with broadband video with it's satellite capability. As long as they focus on best practices, use of sprint's network to augment whatever they could acquire via clearwire is desirable, but not as essential as some would suggest, IMO.

        S

      • That's exactly right. DISH faces a market where there is 90% plus saturation of BB availability. Most consumers have 2-3 choices and some 4-5: cable, DSL, fiber optic, Wi-Fi access through others or municipality provided, 3G-4G mobile, 4G 'fixed-nomadic' modems, and current satellite BB. The bulk of the market either uses mobile service exclusively (the emerging trend), or a combination of one of the BB solutions plus a mobile contract. DISH will be entering into that wall of competition without mobile subscribers, large numbers of devices, a brand name for mobile services, etc. Clearwire can help them fulfill part of the deployment requirements for the network but that is at a smaller scale than that of any major mobile operator.

        How many failures have you seen of new operators having spectrum and some capital alone.. then failing to gain marketshare? What about the reverse, having subscribers and capital but not enough spectrum or ability to transition networks easily... as was the case with Nextel Networks? It takes the two to tango.

    • Indano raises interesting ideas that can be taken seriously or be blown out of context to become hype:

      Brazil, Chile, Argentina, Russia, Indonesia, and other areas of the world had some success with WiMAX - the unheard of word 'profits' entered into the picture for some of the operators. That experience, and fact that those operators remained viable rather than bankrupts, can serve as a springboard for rolling out LTE. If the regulators allow it, in some cases they do not, the video+BB service can expand into mobile BB, opening up a large market for use of 2.6GHz as a BB overlay in conjunction with mobile networks.

      Whats wrong with this picture? Its very easy to look around the world to find operators who 'prove the business case' for WiMAX service that looks much like Clearwire's service.. until you start asking a few basic questions. What is the market like? What is the saturation of BB? What is the market willing to pay? What does it cost to deploy?

      Brazil had broadband penetration of about 25%, concentrate around the major cities. Satellite TV was available but not the Internet service to go with it. Compare that to the USA market for CW: ~95% penetration of at least one competitive BB, 85% for two or more in the metro areas where CLEAR service is deployed.

      Moe is changing: spectrum is being aggregated so that mobile BB can serve home TV and BB as well as mobile. That is why DISH says it needs a mobile partner.

    • IMO, this is why SB wants S+CLWR. It's the deal/steal of the century. If DISH was serious, it would raise the bid even more.