Mr. Michael Cote

President, The Cote Collaborative

GLG News by Mr. Michael Cote, President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Wi-Fi Carrier Potential is Misunderstood

July 27, 2006

Analysis of:Mobile operators face wi-fi challenge | technology.guardian.co.uk

The Carrier is more than a spectrum landlord.
Even if spectrum was suddenly limitless and free the existing carriers would still have significant scale and experience providing advantages over new wi-fi startups. An analysis of North American carrier cash cost per user (CCPU) proves this.

Wi-Fi can potentially free up spectrum for carriers.
If a carrier has a number of subscribers using wi-fi in their homes that leave excess spectrum capacity in the same geographic area.

Technology advances will overcome current limitations.
Yes battery life is an issue but it has improved 3x in the last year. Yes coverage has limitations and hand offs have been a challenge but the advances made by wi-fi and wimax vendors in the last year are encouraging.

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