Comcast Corp. (CMCSA)

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  • commenter
    vader2008
    May 12 07:06 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    Sounds like Erick may be a Verizon or AT&T crony.....LTE is so far off, we are talking 5-6 years before it even starts competing......plus, it will be a CLOSED network.....same old, same old from the telco monopolies......

    Mobile WiMax is real and it is here today. And what analysts continue to miss (some, like Erick, by design) is the fact that this will be an OPEN network and OPEN standard......pay on demand, by the second, minute, hour, day, week, month, year.....build any device and put a WiMax chip in it for connectivity to the Internet or private MPLS network perhaps? Car stereos, camcorders, appliances, trucks, buses, cars, cash registers, billboards (Google advertising connection?), webcams, phones using VoIP, etc, etc, etc.....oh yeah, and did I mention that WiMax is STANDARDS based and has Security and Class of Service (think VoIP) built into the protocol?

    How about a true backup to those wireline T1s so many businesses buy from Sprint today? Or (Telco's shiver) true LAST MILE replacement of that T1? Don't forget that Sprint is one of the LARGEST wireline Internet service providers in the World and would love to stop paying those LOCAL LOOP CHARGES to their competitors AT&T, Verizon & Qwest.....just bypass those telcos and pass the savings on to the business customer! And no more 4 week provisioning times to get those T1s delivered......just drop ship a Cisco router with a Wimax chip and have a multimeg T1 or MPLS circuit up and running in a couple days!!!!

    Simply put, WiMax is going to change the wireless and wireline world FOREVER. Not since the introduction of today's commercial Internet back in the mid-90s have the telco's been so worried about their monopoly.

    WiMax is a GAME CHANGER and this is why Google and the Cable Companies are so interested......Google seeks an open standard and the cable companies see a way to truly hurt their biggest competition.

    The fun is about to begin......     Reply
  • commenter
    Vikking
    May 12 06:48 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    Communications infrastructure is not a stagnant business in most parts of the world. While we a lucky to have cable and dsl available to us most of the world is not so fortunate. WiMAX has the potential to become the new de facto standard when setting up new "last mile" infrastructure so long as it is more cost effective than laying wires. While it may never be a huge success in modern cites it has the potential to gobble up 100% market share elsewhere which would make it a huge success. It seems like they need to adapt their strategy to the places where they are far more competitive i.e.: places where wires are planning to be laid. Reply
  • commenter
    WayneS
    May 12 05:36 PM
    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? Reply
  • commenter
    analysis101v
    p
    May 12 05:26 PM
    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/pressroo...
    Don't waste your time reading the opinion of this clown Erick Confeld.
    Reply
  • commenter
    Jermski
    May 12 05:21 PM
    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
  • commenter
    billddrummer
    May 12 03:40 PM
    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
  • commenter
    User 192182
    May 12 03:27 PM
    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. Reply
  • commenter
    nikos9516
    May 12 03:13 PM
    The 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 ...) Reply
  • commenter
    jackooo
    May 12 02:43 PM
    My Website
    Comcast Sees Increased Competition in Multi-Media Bundling [view article]
    Cmcsa is a loser. The only winners are the executives. Reply
  • commenter
    User 192182
    May 12 12:24 PM
    The 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? Reply
  • commenter
    Geddy
    May 12 10:28 AM
    The 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
  • commenter
    analysis101v
    p
    May 12 10:22 AM
    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! Reply
  • commenter
    blogviewer20
    08
    May 12 10:20 AM
    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.
    Reply
  • commenter
    aurora703
    May 12 09:50 AM
    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. Reply
  • commenter
    Steve Zecola
    May 12 08:44 AM
    The 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

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