bass101

Has EA's Management Been Sniffing (around at) GLUU?

Same ATVI CEO also said he didn't believe in MMOs, and then proceeded to buy/merge with the largest MMO company in the world. Buyers of companies usually choose to not telegraph their acquisitions.

Great write-up.

The WiMax Deal Is a Disaster: How Google Got Snookered

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.