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
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.