Comments on article found at: online.wsj.com/article/SB10001424052748703787304575075981622180728.html
Well all I can say is good. Not much to tell investors except that expect LTE supporters to ramp up their development efforts.
What does this mean for the wireless industry? We are seeing the carrier community in the midst of a shift to more capable media functionality. Could this mean more revenue from wireless media? Probably but I would not expect immediate massive revenue gains. The carriers will do some heavy services selling but it takes a little time for people to get into the swing of new services – give it about one quarter. I would expect some immediate chaos on the fixed network front about the same time you see wireless revenues grow.
The fixed network is still in the process of evolving to meet growing broadband media demands.
I am not worried about whether or not WiMAX will work. I am worried about whether or not Sprint Nextel or any of the wireless carriers’ networks can handle the traffic.
There is a solution and it may involve network sharing. The reality is that while the wireless network has been evolving and growing, there has not been a lot of capital deployed in the ground.
As a rule carriers do not share network equipment. Think about it, why would an army share equipment with its enemy? The answer is they normally would not. Carriers are trying to beat each other’s brains in, in the competitive marketplace, hence you r are not going to do anything to help each other.
However, today’s recession has driven home one thing to carriers: in order for any of them to compete or even serve their respective customers, they need to share resources because cash for building new networks is in limited supply.
Network sharing requires both carriers to have complementary networks and technology viewpoints.
Network sharing also requires network management tools and processes that likely do not currently exist for a combined network.
Imagine fitting a square peg into a round hole.
You can plan a step-by-step way of integrating or sharing network functions. Careful scheduling of resources can avoid resource access conflicts. Careful network planning can ensure that two different networks operated by two different operators can evolve together in an intelligent and thoughtful fashion, which can support user services.
Sharing networks is not impossible but requires a great deal of coordination and work. In this case, you can make a square peg fit into a round hole by adjusting the peg and the hole. Make a big hole and make the peg small – it will not look pretty but it will fit.