Excerpt from Good Day, BWIA - Friday in Broadband Wireless Internet Access (BWIA) / WiMAX News:
Interesting story, but something else very interesting was in the article - mentions of the Google Gphone; that sparked several interesting mental juxtapositions. First... my prediction is that Sprint will in fact bail out on WiMAX and essentially lease, sell, or merge their 2.5 GHz spectrum in a joint venture with Clearwire. Whatever form it takes, Clearwire's Craig McCaw's Machiavellian manipulations extending back close to a decade will come to fruition and he will be, defacto, in charge of the vast majority of 2.5 GHz spectrum in the US. It boils down to Clearwire's stockholders making a pure play bet on the ascendance of "pure" Broadband Wireless Internet Access and Sprint's stockholders fearing "a costly distraction from the carrier's core business". Clearwire stockholders kind of get it, but mostly they're betting on McCaw to "do it again! Sprint's stockholders don't understand that Sprint wireless services are technology-driven, and if you don't have the right technology, versus your competitors, you end up desperately scrambling to catch up; kind of like what the exodus of Sprint customers is indicating right now.
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