GTI MEMBERS ANNOUNCE SUCCESSFUL TD-LTE/LTE-FDD GLOBAL ROAMING TRIALS
Successful TD-LTE/LTE-FDD Roaming Trials Completed Between China Mobile and Korea Telecom; China Mobile and Clearwire
GTI Members to Showcase Global Roaming in Booths at Mobile World Congress
SoftBank, Bharti Airtel and Others Expected to Begin Roaming Trials Soon
Feb 2013. In case you missed it.
The roaming business is going to be robust for Sprint.
Earthlink is a worthwhile stock to consider but not necessarily tied to Sprint or any other mobile operator. The small WISP type operator, which used to be what described EL, is an area of the market that can be either decimated by the higher capacity mobile broadband or can use it along with unlicensed spectrum operation, gigabit Ethernet and partnering or valued services for mobile networks. So, just because a business happens to be in the low-to-the-ground broadband connectivity and cloud services business does not necessarily mean its a good investment... but it certainly can be because the sector will grow despite a lot of cannibalism of WBA/WISP services that do not manage to keep up with changes or add additional value.
EL has been around since early consumer Internet days and has managed to re-craft itself as a fiber optic and cloud services infrastructure/connectivity player. That area should grow because mobile operators need to work with that segment to fill out their services and provide VPN and customized solutions.
The company is marginally profitable which says a lot these days.
New opportunities may also develop from introduction of IEEE 802.11ah across extended bands of spectrum. This consolidates 802.11g/n with additional spectrum and a variation of range up to about 3 miles. And its planned for use in 900MHz, 2.4GHz, 3.5/3.6, 5, 11, 60GHz and probably a couple I can't remember. Some expect it to be used to replace all current Wi-Fi chips in devices within just a few years. Pre-standard chips and devices are already available.
The mobile ops find both cheap offload, backhaul, and a threat to their hegemony. That likely will leave room for EL to expand into. This is 'hype' at this point but its the type of development that once the spectrum is cleared for use can happen in just a few years now that major chip and device suppliers are already cued up.