9/1/10
LightSquared to Challenge Clearwire
I just watched LightSquared CEO Mr. Sanjeev Ahuja, talking in bloomberg TV. The network they are building has unique value proposition of quicker and broader coverage by linking the 4G network to satellite, and this is never done before. Unlike clearwire, the only left over player in Wimax, lightSquared going with LTE. When we compare both the companies, the average consumer see reduced prices when many networks competing. Mr.Sanjeev brought another point that, lightsquared is "wholesale only" operator compared to clearwire. Even though Sprint is a partner, the clearwire's 4G mi-fi devices are competing with sprints mifi devices, which is not a good sign. There was another question on the interview about the devices embedding the 4G chipsets or OEMs need to build separate devices. But may be it is cheaper to build LTE chipsets than wimax due to huge market adoption(of course satellite is the twist here, i am not sure about the whole network architecture, at this point).The LightSquared launch was quicker than i expected.I wish they could go to IPO during next year.
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