Moto at 3GSM

2 responses

  1. AT says:

    I’m not a RF engineer, but have been following the WiMAX space for over 2 years for the sole purpose of identify investment opportunities. I have to admit I am less than optimistic about the near term potential of WiMAX. I am not disputing that OFDM is an excellent RF technology and shows tremendous potential, I am more concerned with the seemingly lack of significant progress over the last few years with regards to mobility (802.16e), Tier 1 carrier trials and the certification of standardized products. Sprint’s recent contract is certainly a step in the right direction, but it is only for fixed WiMAX trials; which basically means replacing wired connections, cellular backhaul, and service provisioning to remote areas. All of these markets are currently being served by wire connections that are cheap, reliable and already in place. In short, the market opportunity for 802.16 – 2004, in my mind, is not a very attractive one.

    What’s exciting about 802.16e (mobility) is the promise of high-speed mobile broadband. That is the 100B + market! That is 4G! Whether or not WiMAX is a relevant chunk of the 4G market still remains to be seen. GSM and CDMA both have evolutionary paths to 4G with HSDPA/HSUPA and 1xEV-DO/DV, respectively. This is the path the world carriers are on and will continue to be on, unless a disruptive technology comes along.

    I hope the startups, OEMs and Tier 1 Carriers prove me wrong! Because we all can’t wait to be able to download music, videos, play games, make VoIP calls, and watch IPTV on our handheld devices at megabit speeds. Sprint has made the first move, but it all depends on the technology and if the Tier 1’s (NTT, KDDI, Verizon, Cingular, Vodafone, etc…) follow.

  2. AT says:


    Vodafone ready to bet on WiMAX

    Less than 10 percent of Vodafone revenues are derived from 3G services. That’s what Arun Sarin, Vodafone CEO, told conference-goers at last week’s 3GSM conference in Barcelona. Sarin also said that adopting WiMAX over LTE is a clever “bet on every number of the roulette wheel” strategy, one that eventually will allow Vodafone to dovetail into the “total communications” solution–a mantra that CEO Sarin now champions.

    Vodafone’s move toward WiMAX appears inexorable. Its partners are already heavily involved with WiMAX: Vodafone subsidiary SFR in France has deployed a WiMAX network with its partner Neuf Cegetel. Vodafone network partner MTC-Vodafone recently won a license for WiMAX spectrum in Bahrain and the company is expected to bid on WiMAX licenses to be auctioned in Egypt and Saudi Arabia. Vodafone also acquired a WiMAX license in Greece last year, and is deploying a network in Malta. The company also has been testing WiMAX in New Zealand.

    Kenneth Ashworth reports that Sarin intimated that Vodafone has grown frustrated with the pace of GSM development, and “thus it became evident that Sarin was urging the mobile industry to prepare for an eventual paradigm shift.” Indeed, Sarin left no doubt that he was convinced of the threat posed to LTE technology by WiMAX, saying: “The industry could be left arguing over standards while WiMAX services roll out and make [LTE] irrelevant.”

    Sarin was not alone in his recognition of the impending ascendance of WiMAX. Nortel CEO Mike Zafirovski told a keynote audience at the conference that 3G was not good enough to meet wireless broadband demands. Ashworth concludes: “Time to market seems mission critical for mobile broadband technologies, and most speakers at the 3GSM conference seemed convinced that the wireless broadband crown already has been passed to WiMAX.”

Leave a Reply

Your email address will not be published. Required fields are marked *