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I agree with you in terms of Fixed WiMax opportunities in developing countries, as I suggest above. My concern is that mobile WiMax has been alternatively overhyped and misunderstood by journalists and others who believe mobile WiMax is a direct competitor to HSPA and LTE.
WiMAX on unlicensed bands (either whitespace or 3.65Ghz) is also very interesting and something we are following closely as well.
But for an operator who is currently deployed with HSDPA facing the choice of upgrading to HSPA+ and/or LTE, versus mobile WiMax (802.16e, not d), are the costs really equivalent?
I also take issue with the argument I keep seeing that WiMax is ahead in terms of deployment - FIXED WiMax certainly is, but moving from fixed to nomadic to truly mobile is a different kettle of fish. LTE is equally on the drawing board, but big companies usually tend to follow the path of least resistance to mitigate their risks.
None of this negates the potential for greenfield deployments of fixed AND mobile WiMax, and I hope this provides some real business model competition to the carrier world. My point has always been that most if not all carriers will follow the consensus path and head toward LTE.
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