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Good News for Clearwire – Smart Move for Charter – Good News for Sprint Nextel
3/12/2010
By PJLouis
Tags: Clearwire, Sprint Nextel, cable, Comcast

Comments on article found at: blog.connectedplanetonline.com/unfiltered/2010/03/05/charter-exploring-wireless-options/

 

Without a doubt, this is good news for Clearwire. As for Charter, a smart move.


As I said, a smart move for Charter Communications. I am not quite sure what the condition of the network is. I am not quite sure what access to capital they have. I am not quite sure if they still have the in-house talent to execute a WiMAX (or any wireless strategy) strategy.


I suggest investors ask Charter lots of questions.


In my past GLG postings and postings in my own blog, I have supported the use of WiMAX in a cable strategy. I had been referring to Comcast and Sprint Nextel in those blogs. Now that Charter is considering joining the party, Clearwire has upped the ante in the war against carriers like Verizon Communications and AT&T Corporation. Note I am referring to the cable versus telco wars. Now that the cable companies are aggressively taking steps to execute their own wireless strategies in the telecom/content wars the big RBOCs will be living in interesting times.


In this big picture, we may see Sprint Nextel emerging a winner. Do not forget they own the majority controlling interest in Clearwire. All Sprint Nextel has to do is not make a mistake.