CMCSA Forum Topics
- All Comments on CMCSA
- General Discussion on CMCSA
- Comcast Sees Increased Competition in Multi-Media Bundling [view article]
- The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
- Will Sprint Become the Wireless Company of Choice? [view article]
- Nationwide WiMAX: Who Benefits? [view article]
- Sprint Forms WiMax JV With Clearwire [view article]
- Bored with Yahoo's Board - Fast Money Recap (5/6/08) [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Comcast at Last - Cramer's Mad Money (5/6/08) [view article]
- Comcast Holding Its Own In Triple Play Battle [view article]
- Why Cable and WiMax Shouldn't Mix [view article]
- Time Warner: Moving Forward with Shake Up Plan [view article]
- Under The Radar News - Thursday [view article]
Recent CMCSA Articles
- The WiMax Deal Is a Disaster: How Google Got Snookered
- Nationwide WiMAX: Who Benefits?
- Comcast Sees Increased Competition in Multi-Media Bundling
- Is Big Band Networks Comcast's Hedge?
- Under The Radar News - Thursday
- Sprint Forms WiMax JV With Clearwire
- Will Sprint Become the Wireless Company of Choice?
- Bored with Yahoo's Board - Fast Money Recap (5/6/08)
- Wall Street Breakfast: Must-Know News
- Comcast Holding Its Own In Triple Play Battle
- Full List of Articles »
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Comcast Sees Increased Competition in Multi-Media Bundling [view article]
I have comcast. Can anyone tell me why the audio feed is 2 seconds behind the video feed? Replyp
The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
I would suggest reading from a more credible source backed by very successful and consistently profitable companies like Intel and Google.Here it is... www.intel.com/pressroom/archive/releases...
Don't waste your time reading the opinion of this clown Erick Confeld.
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The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
IMHO - WIMAX is the next logical step in wireless technology and Sprint/Clearwire is at least 2 years ahead of the competition.You can't expect to make a profit without taking risks - I think Google and Intel have made the right choice here by investing in a technology that is likely to provide access to the same services you get at home, via mobile.
I'll bet you're a "glass is half empty" kind of guy ;) Reply
Will Sprint Become the Wireless Company of Choice? [view article]
The WiMax technology finally provides effective competition for smartphone aficionados, and with AAPL bringing out G3-capable unlocked phones soon, the potential for the JV will bring a smile (finally) to Sprint investors.Let's hope it doesn't take too long. Clearwire has been slow to penetrate the northern NV market because of poor coverage. Perhaps this technology will solve that problem. Reply
The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
WiFi uses free unlicensed spectrum and has no core infrastructure requirements. Anyone can buy a WiFi router, pick their channel and blast away without ever purchasing any wireless service from anyone. WiMax (at least in the US) is a very different case. Licenses and infrastructure are expensive and the uptake will be dependent upon some operator network build. If the client device suppliers want to throw caution to the wind and put a WIMAX chip in every widget they're definitely getting "snookered": because WIMAX is not nearly as simple as WIFI. ReplyThe WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Your views on interoperability & client devices show ignorance of a basic scaling factor: WiMax chips can and will follow the WiFi trend: in 2003 buying a WiFi laptop was a premium, now you need to try very hard to buy one that hasn't (and they have a/b/g/n workable in 99% of the globe ...) ReplyComcast Sees Increased Competition in Multi-Media Bundling [view article]
Cmcsa is a loser. The only winners are the executives. ReplyThe WiMax Deal Is a Disaster: How Google Got Snookered [view article]
WIMAX may be a failure in the end, but Google is much more likely to "snooker" than be "snookered". Their actions during the 700Mhz auction were a clear demonstration of this. I suspect someone at Google saw the "Mythbusters" episode in which it was proven that the mouse really does scare the elephant. Logical or not, the "elephants" (major 3G service providers) are pushing their technology and access roadmaps to stay ahead of WIMAX "mouse". Google benefits from this, as it broadens their opportunities to reach mobile subscribers 24*7. Is it not plausible that Google is "herding the mice" to get the "elephants" to run their way? They got the FCC and VZ to buy in to the open access 700Mhz bit, why not prop up a potential competitor to keep the big boys on their toes? ReplyThe WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Folks, it is indeed still an unproven technology. Everyone keeps touting how it works overseas but as he even mentions, not many customers (not just in Korea, anywhere). It has not been proven to work in a large market yet, though Sprint (Chicago) & Clearwire (Portland) already have markets built for many months now & still haven't launched...smells like trouble to me.And yes, there are mobile devices already working on Clearwire's "Expedience" technology, just look at the numbers on their sales as well as google their customer complaints, they're horrible. By the time they figure out how to run things (Sprint REALLY needs to go back & fix their very glaring customer defection issue before branching out) LTE will be deployed & the small advantage of "first to market" they should have taken advantage of LONG ago (even by 2010, about when LTE will start deploying, they'll have only half their population covered with WiMax) will be gone. It takes a TON of money to deploy a new techology & that little pittance that the cable companies, Google, & Intel provided won't cover diddly. Reply
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The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Another complete total waste of time in reading. I wish Yahoo would post credible more time worthy articles to read with some real substance. If this deal was a huge disaster, then why would huge names such as Google and Intel invest billions in it. How much is in your bank account Mr. Confeld??? Please go do something more useful to make money, like cleaning toilets. That's all people like yourself are good for. What a waste! Reply08
The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
You sound like the typical Wall Street analyst that has not bothered to talk with the actual people in the industry. Ignorance. My rough count has 350+ global rollouts of WiMax, many with mobile, not fixed. And again, like above, the rest of your points sound like whinings instead of business hindrances.I see CLWR as the first pure-play on 4G service, with a 2-4 year lead on an unproven competitive technology, LTE (zero products, zero rollouts, and unfinished specs).
That equates to a 2-4 year monopoly and head-start on 4G. Value that.
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The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Using your logic Wi-Fi should not only never have come about, it shouldn't work now either. Wi-Fi does of course work and is very popular, in particular because Intel put Wi-Fi chips in all it's laptop chipsets. WiMax chips will also be in all Intel's chipsets, even desktops, and WiMax, which really is just Wi-Fi on steroids, will work because the technology is sound and the backers/investors (which you mention above) have a very vested interest to see that it does. Most of your logic is otherwise very flawed. Sorry. ReplyThe WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Dear Mr. Schonfeld:I worked on the original FCC regulations for cellular in the early 1980's and have either followed or worked in the mobile communications industry. If the industry had followed your logic, it wouldn't exist today. However, it is one of the largest, fasting growing and profitable industries in the world. It has made billionaires out of more than one person.
You neither show any understanding for WiMax technology (yes, it is mobile today - see ALVR) or customer requirements (one seamless system at home and on the road for all services on a broadband structure). You might want to see ALVL's recent press release with Digicel to get a sense of how customers react to a properly positiioned offer.
Your arguments are so far off the mark that they are not worth a point-by-point refutation. Reply
The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
Point #3 is incorrect. WiMAX enabled devices, like Nokia's WiMAX version of the N810 internet tablet, are either out now or will be very shortly-- not "a long way away". So scratch the "chicken and egg" scenario.And you may have valid reasons for pessimism, but none of the obstacles you mention are insurmountable. If past innovators let your sort of complaints get to them, we wouldn't be having this internet exchange right now. Reply
Nationwide WiMAX: Who Benefits? [view article]
Wow. Who ever thought sacred cow tipping could be such fun. Good thing Tony Stark lent me one one of his spare suits over the weekend.@Vlad has this mostly right. Do I think WiMax would be bad for consumers? Hell no, I frankly hope CLWR succeeds, there's a huge demand for what it promises. I'll be first in line.
Do I think the technology itself will fail? No, not at all. I do question whether this implies that everyone who deploys it will succeed, or even has a winning business plan. But I'm happy to be educated.
Can someone point to an existing WiMax deployment that consistently delivers high bandwidth service--fixed or mobile--to an appreciable portion of the local consumer population? (Trials don't count, the ability to scale is important here.) And is the operator solvent? If WiMax is truly "available today" this should be easy.
A good portion of the advantage WiMax has over WiFi is in the higher power allowed in licensed vs. unlicensed spectrum. What is the additional battery drain on your laptop due to the higher power required to achieve this advantage? How much longer will you spend charging your batteries (keeping you wired)?
WiFi has had some successes and some (big) failures in both small muni and larger metro settings. Maybe it will take WiMax many such tries to get it right. How do we know CLWR isn't another WiFi Philadelphia? Plenty of smart people dumped money into that one. For that matter, how do we know it isn't another Metricom?
Finally, @Pullease--"shill for the legacy companies"? Them's fightin' words, mister. Reply