Few companies in the telecom and media industries have been the subject of as much outright mis-information in the industry press and on Wall Street as Clearwire.
The new study, “The Inevitability of Clearwire” from two leading industry and financial
experts clears up the confusion created by shoddy reporting and inadequate analysis. The
study explains why Clearwire is the clear candidate as Catalyst of Industry Restructuring
and Future Growth.
This future is based on: Broadband, Mobility, Open Networks, Convergence. It leads to a
massive infusion of device, software and application Innovation. It is driven by the
dynamic forces of the IT/Internet industry.
The study analyzes how Clearwire alone, among significant telecom players, has
presciently aligned itself with these forces of growth.
The study includes:
- LTE Myths and Reality. Presents a new, incisive analysis of the supposed “LTE
vs. WiMAX” controversy
- AT&T/Verizon Issues With 4G. Provides a cogent assessment of the serious
problems confronting the entrenched wireless giants, AT&T and Verizon, as they
attempt to deal with the new realities of 4G wireless and the tidal wave of the
Mobile Internet
- Clearwire’s Market Opportunity. Explains the disruptive factors of change that
open the way for Clearwire to address a mammoth market opportunity
- Clearwire’s Critical Positioning. Assesses the four critical ingredients for
success in a 4G/converged telecom world and how Clearwire is in position to
capitalize on these requirements
- Clearwire’s Valuation Potential. Projects the five-year growth potential of
Clearwire and potential returns; provides valuation metrics and analyzes in detail
why Competitive Dynamics indicate that Clearwire can achieve a significant
Valuation Premium
- AT&T/Verizon “Stress Test”. Provides a “stress test” that exposes the severe
limitations on AT&T and Verizon as their cellsites are called on to handle
escalating 4G/Mobile Internet traffic
- Spectrum - A Key Factor. Explains why spectrum assets are of such vital
importance in a 4G/Mobile Internet world; analyzes the relative spectrum
positions of the major U.S. carriers and isolates the major difficulties confronting
AT&T and Verizon on the spectrum front
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- Clearwire- setting the record straight
- Key conclusions: a) Huge opportunity b) Real risks far less than perceived risks
- Market drivers: Broadband; Mobile Internet; Smartphone growth; Convergence
- Clearwire’s opportunity - 4 key ingredients of success
- Clarifying the supposed LTE vs. WiMAX “threat “
- Why Verizon is in a Quandary about 4G
- AT&T’s HSPA+ paradox
- Necessity of an All-IP network
- Advantages of the new Open Mobile business model
- Spectrum - Clearwire holds a major advantage
- Valuation of Clearwire spectrum holdings
- Comparison with AT&T and Verizion spectrum assets
- The New Clearwire;
- a) $3.2B financing from Google, Comcast, Intel, others;
- b) Mobile WiMAX rollout;
- c) Marketing vision;
- d) Legacy business
- Projection of Clearwire growth to 2013
- Valuation metrics and potential valuation of Clearwire
- Why Competitive Dynamics suggest a major premium valuation for Clearwire
- Clearwire’s alignment with IT/Internet growth forces
- Tables and Figures
- Figure 1. Broadband Wireless Subscriber Growth Forecasts - To 2012
- Table 1. Nearer to Home - North America - Verizon Data Growth
- Table 2. AT&T Wireless Data ARPU Growth
- Table 3. LTE/WiMAX/CDMA Latest Update - 9-Factor Comparisons
- Table 4. Business Model Elements - Closed vs. Open
- Table 5. Open Carrier vs. Closed Carrier - Economics, By Category
- Table 6. Spectrum Holdings Compared: AT&T, Verizon, Clearwire 2008 And Beyond
- Figure 2. Distribution of Services Per Model Cell Site Of AT&T or VZ
- Table 7. Spectrum Assets And Use - Major U.S. Carriers
- Table 8. Throughput Comparison, By Technology For Model Site
- Table 9. Expected mb Load For Expected QoS And Traffic Breakdown Per Model Site
- Table 10. Clearwire - Status and Plans: Coverage, Devices, Network Build
- Table 11. Clearwire Portland WiMAX Services: Mobile and Home
- Table 12. Clearwire Investors, Directors, Officers Stock Ownership
- Table 13. Clearwire Governance - Supra-Majority Vote Requirements
- Table 14. Clearwire Board Structure
- Table 15. Potential Value of Clearwire Spectrum
- Table 16. National Spectrum Availability, Primary Bands
- Table 17. VZ and T Spectrum Holdings, By Band
- Table 18. VZ and T Spectrum - POPs, MHz, MHzPOPs, By Band
- Table 19. Clearwire Pro Forma Results 2008 vs. 2007
- Table 20. Clearwire Pro Forma Results 2008 vs. 2007 1st 25 Markets
- Table 21. Description of BSG WiMAX Model Spreadsheet Items (over 400 items)
- Table 22. Clearwire - 5-Year Projection
- Table 23. Valuation Comparison - Clearwire and Alltel Buyout
- Table A-1. Magnet Services and Add-Ons: Cable, Wireless, Telco
- Figure A-1. Clearwire Marketing Strategy Vision
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