Mark’s history mirrors the wireless industry closely and includes being the CTO of Leap and leading developments at Nextwave and Qualcomm. Today, he is doing some consulting and thinking about new opportunities in the market.
With all this history the discussion takes us to in-depth analysis. He blogs about various aspects of the industry and his life at http://spassmeister.com/ .
On this call, we discussed.
The History of GSM and CDMA and why we are at where we are.
The role of WiMAX in the market.
How it relates to wireless backhaul.
The issues of spectrum.
The smartphones impact on the carriers.
Demand and Costs are converging on the carriers roll out of wireless backhaul.
What business models are making sense right now?
What the opportunity for White Space in the market?
You can find Mark’s website at http://markkelleyonline.com/index.html
If you are unaware every Thursday I run Squakbox on Calliflower talking about regulatory issues.
Jim Kohlenberger and about half of our known relationships are unable to participate in the discussions today.
Part of the reason is because Washington is a buzz with new regime planning.
Approved the redistribution of wealth I mean assets between Sprint and Clearwire
Approved Alltel’s Tad and the Mr Wizard going to Veriizon Wireless
The Intercarrier Compensation discussion is in total disarray
California Voters approved taxing VoIP in Los Angeles County, Sacramento, and San Jose
Major changes in Senate have huge implications for us
Ted Stevens is probably history is some way one scenario is that he is replaced by Governor Palin, the other is a direct loss. He is part of the reason the California laws can exist
Sununu author of the VoIP Regulatory Freedom Act (2004)
Commerce Committee loses Senator Smith and keeps McCain (but will not be the leader)
2) Here are the speculations
FCC Chairmanship has another of candidates the democrats, Commissioners Copps, and Adelstein have been mentioned as well as Lawrence Strickling who is working for Obama already. Also mentioned are Blair Levin, Don Gips, and Julius Genachowski.
Commerce committee chairmanship will probably be Senator Rockefeller but Byrd and Inouye are also speculated.
Strong belief that Obama is going to include a Broadband Policy in the economic stimulus strategy.
So that’s the news. Lets See what else we know about on the call.
As the FCC enabled whitespaces for the computing industry the wireless world continued to be advanced with the merger of Sprint WiMAX into Clearwire and the approval of the Alltel acquistion by Verizon. While I will miss the wizard commercials, I think the more important observation is the question of how wireless evolves.
The Verizon story will be mostly around LTE, Clearwire around WiMAX. But who owns White Space? Who do you associate with this alternative? Google and Microsoft have been big advocates, but I am not sure they intend to be a service provider for this space. On the other hand, Cloud Computing is probably going to benefit tremendously from the access the White Space provides. Should I insert Ebay/Skype and Amazon into this discussion? Motorola and Phillips for their devices?
Imho the future of wireless is going to be very dynamic. And as we have seen from the iPhone’s success its going to be more about what you can do than what technology is used.
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