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The Inevitability of Clearwire
Boschulte Schnee Group, July 2009, Pages: 50
This is the 1st study that explains how Clearwire has aligned itself with the main forces of telecom growth - namely, the IT/Internet industry - and is the clear candidate as Catalyst of Telecom Industry Restructuring.
The Future of Communications is: 1) BROADBAND, 2) CONVERGENCE The entrenched telecom industry is behind the curve on Broadband, trying to catch up with information markets that are moving far faster than it is.
The most glaring example - iPhone – a hot product, growing virally, but users can’t utilize it fully on the existing cellular network. Legacy telecom is falling farther behind every day – because as they flail about, the information industry (IT and the Internet) is moving faster and faster, with new products (Android, RIM, Kindles, iPhone and much more), new applications and new potential markets. As for Convergence, the traditional telecom, wireless and cable carriers will NEVER get there. They’ll spend money, hold conferences, but Never get there. The situation is ripe for a catalyst.
When you read this report, you will grasp why Clearwire is the clear candidate
as Catalyst of Industry Restructuring and Future Growth. This future is based on: Broadband, Mobility, Open Networks, Convergence. It leads to a massive infusion of device, software and application Innovation. It is driven by the dynamic forces of the IT/Internet industry.
You will understand how Clearwire alone, among significant telecom players, has presciently aligned itself with these forces of growth.
Few companies in the telecom and media industries have been the subject of as much outright mis-information in the industry press and on Wall Street as Clearwire.
The new study, “The Inevitability of Clearwire” from two leading industry and financial experts clears up the confusion created by shoddy reporting and inadequate analysis. The study explains how the future of telecom is based on: Broadband, Mobility, Open Networks, Convergence. It leads to a massive infusion of device, software and application Innovation. It is driven by the dynamic forces of the IT/Internet industry.
Clearwire alone, among significant telecom players, has presciently aligned itself with these forces of growth.
The study includes:
- LTE Myths and Reality. Presents a new, incisive analysis of the supposed “LTE vs. WiMAX” controversy
- AT&T/Verizon Issues With 4G. Provides a cogent assessment of the serious problems confronting the entrenched wireless giants, AT&T and Verizon, as they attempt to deal with the new realities of 4G wireless and the tidal wave of the Mobile Internet
- Clearwire’s Market Opportunity. Explains the disruptive factors of change that open the way for Clearwire to address a mammoth market opportunity
- Clearwire’s Critical Positioning. Assesses the four critical ingredients for success in a 4G/converged telecom world and how Clearwire is in position to capitalize on these requirements
- Clearwire’s Valuation Potential. Projects the five-year growth potential of Clearwire and potential returns; provides valuation metrics and analyzes in detail why Competitive Dynamics indicate that Clearwire can achieve a significant Valuation Premium
- AT&T/Verizon “Stress Test”. Provides a “stress test” that exposes the severe limitations on AT&T and Verizon as their cellsites are called on to handle escalating 4G/Mobile Internet traffic
- Spectrum – A Key Factor. Explains why spectrum assets are of such vital importance in a 4G/Mobile Internet world; analyzes the relative spectrum positions of the major U.S. carriers and isolates the major difficulties confronting AT&T and Verizon on the spectrum front
This study will be indispensable to investors and an invaluable strategic guide to all companies in the:
- Wireless carrier,
- Internet,
- Handset or device,
- Consumer electronics distribution,
- Telecom carrier,
- Components,
- Applications,
- Content,
- Software,
- Equipment and
- Services businesses.
It will be extremely useful to executives in:
- Strategic Planning;
- Marketing;
- Marketing Planning;
- Competitive Analysis;
- Regulation and Legal;
- And related areas.
By understanding and anticipating the growth of Clearwire and how it triggers broader telecom – wireless and fixed line - restructuring, readers of the study will be able to tailor their product and service strategies and avoid costly errors and misjudgments as this major market transformation takes place.
Methodolgy:
All aspects of this study are subjected to a rigorous multi-disciplinary Business Case analysis that includes: technology expertise, marketing analysis, financial analysis, risk analysis, legal/regulatory expertise, and industry trend analysis.
Find out About:
- LTE Myths and Reality
- The 4G “Stress Test” - Why AT&T & VZ Will Fail
- Disruptive Factors Creating the Clearwire Market Opportunity
- 4 Key Elements For 4G Success
- Spectrum Assets – Pivotal Role
- Clearwire’s Premium Valuation Potential
- Clearwire & Broadband
- Clearwire & Convergence
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