Time Warner Cable, Inc. (TWC)
Trading Center
Loading...
Symbols:
TWC Forum Topics
- All Comments on TWC
- General Discussion on TWC
- Cable is Cornering the Broadband Market [view article]
- Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Time Warner Cable Inc. Q2 2008 Earnings Call Transcript [view article]
- FiOS, Cellular Won't Save Verizon - Sanford Bernstein [view article]
- Time Warner: Worth Keeping an Eye On [view article]
- GM on the Skids - Fast Money Recap (7/2/08) [view article]
- The Yahoo-Microsoft Soap Opera Continues [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Time Warner Cable Chokes Its Customers [view article]
- Will the Exxon Go Green? Fast Money Recap (5/27/08) [view article]
- Will Sprint Become the Wireless Company of Choice? [view article]
Recent TWC Articles
- Icahn Capital Boosts Stake in MOT, Cuts TWC, Shows EMIS Stake
- Cable is Cornering the Broadband Market
- Wall Street Breakfast: Must-Know News
- Verizon Reports Strong Earnings, and Prepares for the FiOS Big Apple Debut
- FiOS, Cellular Won't Save Verizon - Sanford Bernstein
- Time Warner Cable Downgraded on Competition from Verizon's FiOS
- Time Warner: Worth Keeping an Eye On
- Time Warner's Due for a Comeback - Barron's
- GM on the Skids - Fast Money Recap (7/2/08)
- The Yahoo-Microsoft Soap Opera Continues
- Full List of Articles »
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
loading ...
Nationwide WiMAX: Who Benefits? [view article]
Wimax will be an absolute godsent in the whole wide developing world, especially Latin America, Indonesia and the Philippines where fixed line broadband will never be part of the future.Cheap iPones or iPhone-like devices will drive the rollout of Wimax. Reply
Nationwide WiMAX: Who Benefits? [view article]
you are wrong, wimax and wifi have dramatically different performance profiles, business models, deployment models, and do different things. while the differences are subtle, its disappointing to see that somebody with a public forum such as this doesn't appear by your essay above to understand this. its this misunderstanding which is goading municipalities to spend way too much money rolling out wifi in an attempt to make something it was never meant to do. ironically, exactly what wimax will be great at (working reliably over large distances).Reply
Nationwide WiMAX: Who Benefits? [view article]
Scott....you have absolutely no idea of which you speak...or you are a shill / consultant for the legacy crap. Wimax works...at 60 mph...at fantastic speeds. Would GOOG/INTC/etc invest Billion$ in a technology that "that works in some circumstances"? Our country is quickly losing all edge in mobile broadband with the legacy complacency you spew...nice work!This is a 4G technology that is available today...as opposed to the LTE "promise" of > 2 years from today. Comparing the offering of today's mobile providers and WiFi speaks to your knowledge of this OFDM mobile technology.
Boondoggle?...you will be eating your words.
Reply
Nationwide WiMAX: Who Benefits? [view article]
I'm believe in people who are visionary and make the right predictions on how technologies will evolve and be successful.The folks who never belived in cell phones, Wired broadband and WiFi were quite many in the technologies early days. But value for the consumer and right pricing enabled all the 3 technologies to succeed.
In a world where connectedness is essential rather a luxury WiMAX will be a success as it extends the capabilities WiFi gives us and also provides QoS.
If HD improves picture quality for Standard definition video. Then one can say WiMAX provides reliability, QoS and ease of use (authentication etc) for mobile broadband. So its got all the ingredients for being a future success.
My prediction, WiMAX in next 3 years will be a mandatory feature in every single Laptop sold on the planet. Mark my words it will succeed.
So will benefit, end users will be the first to benefit, because price of the service will be low, due to the operator needs to grow subscribers. Intel will benefit because of maximal platform sales. TEMs and operators will benefit because now, they have full mobile internet platform to innovate without boundaries as opposed to the telecom technologies where innovation was more contained. Reply
picture
Nationwide WiMAX: Who Benefits? [view article]
So short sighted is this article only focused on consumers. While this is definitely being marketed to comsumers and there are many new products these chips will go into besides laptops and phones (cameras, book readers, media players [tv, music], to name a few)... BUT, The real enchilada is the back haul relief for cell phone transmission and business services. This IS a new 'last mile'. Sprint and it's partners, will finally break free from the children of the of big old expensive telephone company (Verizon and at&t). Sprint has a long history of developing the best cutting edge technology, unfortunately those pesky customers seem to be an afterthought (billing, customer focus, etc). This new network has the ability to reduce expenses substantially for an operator like Sprint, giving it back the resources it needs to rebuild customer service, and maybe even cut prices. ReplySenkov
Nationwide WiMAX: Who Benefits? [view article]
Guys with negative comments seem to be missing the key point of the article. The question the author was trying to answer isn't about wimax being great or not for consumers.I'm sure this will not be a negative for the consumer. It will either be useless (worst case scenario) or great (best case scenario) or somewhere in between. Either way consumer doesn't lose. Question the article attempts to focus in is that of investment. Lots of folks invested have in this technology, one way or another. Some industry players who haven't invested in it directly might be able to benefit from its rollout. All the author was trying to do here was to figure out who stands to benefit from their investment or market position, if anyone. Yes he ends up with a cynical conclusion, but that doesn't mean he is wrong.
I sort of agree that Intel is more likely to benefit from this long term versus, for example, Sprint.
Consumer might benefit eventually, but that will require someone other than Sprint to roll out another wimax network. I doubt switching to wimax from other technologies, fixed and to a lesser extent mobile, will make sense until Sprint has some competition there. Reply
Accessories
Nationwide WiMAX: Who Benefits? [view article]
WiMax is the future! ReplyNationwide WiMAX: Who Benefits? [view article]
You seem to have a big lack of vision. I ran into a lot of people with a similar mindset 20 years ago, when cellular telephony was in its infancy. A lot of financial analysts and rag writers, commented, " I have a phone in my house, and I have a phone on my desk. Why would me or anyone want a phone for the car or else where."There is built in market for Laptops. I love WiFi but its limited range and availability, and a lack of a standardized carriers are real problems. I have a tough time using my Laptop at Airports consistently. Elsewhere it is a real doubtful case. WiMax ends those issues.
iPhone is just the leading edge of devices, which will make WiMax look brilliant. Presently internet access on cell phones is a joke. Newer devices will make Wimax just as ubiquitous as cell phone coverage.
Maybe cell phones will even dissappear, having being absorbed into iPhone type devices. That is why existing Carriers like Verizon and ATT are the biggest opponents of WiMax. They see the future and are terrified. So they are doing their best trying to derail WiMax. They dont have much of a hope, because WiMax will take off in places like India and other countries without mass internet coverage. This will give WiMax the huge international economies of scale, that the solutions proposed by Verizon, ATT will never take off. Reply
Nationwide WiMAX: Who Benefits? [view article]
Had a friend in Honolulu that tried Clearwire's Wimax service for over a year. They were located right in the middle of a flat metropolitan terrain with no obstacles and they said it was lousy. So weak that they could only get reception with the modem in one corner of their townhouse. Even that was spotty at times. Seems like Google should have pumped some money into a build out of Boingo. They would have had an instant impact and we all could stick with our wifi devices. ReplyNationwide WiMAX: Who Benefits? [view article]
Ever use an iPHONE? Now, if only I could access the Internet without having to spend a few bucks for a coffee or staying overnight at a hotel with complimentary WiFi... even then video streaming kind of sucks. I'd like to watch video news now and then. WiMAX is the only wireless broadband that can deliver this -- 3G was an absolute joke. Glad to see someone's getting it right for once. You stick with your pen and paper -- clearly, you know nothing about technology, and here you are advising your readers. Read a book, or talk to people in the industry for a more balanced perspective. ReplySprint Forms WiMax JV With Clearwire [view article]
Sprint/Clearwire (whatever they plan to call themselves) has no advantage over LTE. The promise they've made (not including the broken ones they've made in the past where they claimed to have a market on line by now) is to have half the population covered by 2010. The problem with that is the larger carriers also plan on deploying LTE that same year & if the past is any indicator, they'll go full bore & launch everything at once. The advantage of "first to market" will then be lost already by Sprint/Clearwire/Nexte...That & just google anywhere on the internet for Clearwire customer comments...they suck!!! Reply
e
Sprint Forms WiMax JV With Clearwire [view article]
Nice - here are a few others on watchwww.investorslive.com/.../ Reply
Will Sprint Become the Wireless Company of Choice? [view article]
Just need to involve Circuit City and BlockBuster in this deal to make it near perfection. ReplyWill Sprint Become the Wireless Company of Choice? [view article]
Want an idea of where we are going? Take a trip to Seoul, South Korea - check out this article : afp.google.com/article... ReplySprint Forms WiMax JV With Clearwire [view article]
go long clwr Reply