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.
Clearwire continued closing ties with the world’s largest wireless operator around the TD-LTE standard, announcing today the signing of an agreement with China Mobile to provide for international TD-LTE roaming between China and the United States.
The agreement, officially entitled a “non-binding memorandum of understanding,” calls for the two operators to “collaborate on business and technical aspects of their respective operations to define and institute the process necessary to support international roaming and to ensure the operators’ systems and devices are able to support roaming.” The companies added that they hope the agreement serves as a “blueprint” for future roaming agreements between members of its Global TD-LTE Initiative.
The agreement builds on a previous announcement earlier this year when the two companies agreed on common test specifications and joint interoperability testing for TD-LTE across global band configurations, including the 2.3 GHz to 2.7 GHz bands. Clearwire scored support for its TD-LTE plans earlier this year when Qualcomm said it would produce a chipset supporting the carrier’s Band 41 radio frequency in the 2.5 GHz band.
China Mobile has been working on the TD-LTE standard since early 2011, and earlier this year laid out plans to deploy more than 20,000 TD-LTE equipped base stations by the end of the year.
The companies added that they expect spectrum in the 2.3 GHz to 2.7 GHz range will likely be the bands used worldwide for the deployment of LTE services, and also just happen to be the spectrum bands both operators are using for their respective TD-LTE deployments.