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<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>Actually, I personally have reservations regarding WiMAX myself…
At least as what it’s being sold to be. I don’t see it as a
replacement for wire-line and broadband. It definitely will not compete in the
large enterprise arena either. Rural is of course always an option, WiMax or
any other wireless.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>However, WiMax, for me, is the true next gen mobile technology…
I am not a fan of hyping it up as the solution for broadband issues in the
Middle East or even North America. I’ve seen two companies in
Bahrain bid for WiMax and get it. Out of those two, the one who paid the higher
amount was the one who did NOT overpay in my view. The other… Well, I
think they overpaid by a lot.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>My reasoning: The first is a mobile operator (MTC). They’ll
use Bahrain as a test bed for WiMax and mobility… Very forward thinking.
Very intelligent. They’ll of course provide broadband. It only makes
sense to provide all services possible on a single infrastructure. Yet their
aim is the next gen of mobile services mainly focused on consumer voice…
Or to remove all the ‘cool’ words: Their aim is to reduce their
spectrum costs as WiMAX spectrum is significantly cheaper.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>The other paid a total of 2.5 million dollars LESS and I think
they overpaid. Reason being is they are not allowed mobility. Even nomadic
services are a big question. For them, the only option is voice in a small cell
or fixed broadband… Maybe they’ll eventually be allowed nomadic
broadband… But the value proposition is way under that of MTC’s and
so, like for like, if I was to chose as a customer, MTC would be the natural
choice.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>In any case, thanks for the post. Should make a good reading for
tomorrow night (I’m nearly finished with tonight ;)).<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'>Fahad.<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
<p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";
color:#1F497D'><o:p> </o:p></span></p>
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<div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'>
<p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span
style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> John Leong
[mailto:johnleong@ieee.org] <br>
<b>Sent:</b> Monday, August 27, 2007 1:46 AM<br>
<b>To:</b> Fahad AlShirawi; 'Salman Al-Mannai'; menog@menog.net<br>
<b>Subject:</b> Re: [menog] PON<o:p></o:p></span></p>
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<p class=MsoNormal><o:p> </o:p></p>
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<p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif"'>An
interesting side blurb on the strange economic of FTTH in North America in the
current issue of BusinessWeek (<a href="http://www.businessweek.com">www.businessweek.com</a>)
even though the article is about WiMax. I suspect the challenge is not
applicable to ME ... since there are little in terms of gardens here ...
and labor is cheap ... </span><o:p></o:p></p>
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<p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif"'>[BTW:
Personally, I have my doult also on WiMax as a serious business proposition for
North America since the Telcos have invested so much in wireline and 3G
already]</span><o:p></o:p></p>
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<p class=MsoNormal><span style='font-size:10.0pt;font-family:"Arial","sans-serif"'>John
Leong</span><o:p></o:p></p>
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<p class=MsoNormal> <o:p></o:p></p>
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<h1 style='margin:0in;margin-bottom:.0001pt'><span style='font-size:16.0pt;
font-family:"Arial","sans-serif";color:#333333'>BusinessWeek<o:p></o:p></span></h1>
<p class=MsoNormal><span style='font-size:9.0pt;font-family:"Arial","sans-serif";
color:#333333'> <o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:7.5pt;font-family:"Arial","sans-serif";
color:#333333'>SEPTEMBER 3, 2007<o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:9.0pt;font-family:"Arial","sans-serif";
color:#333333'> <o:p></o:p></span></p>
<p class=MsoNormal><b><span style='font-size:21.0pt;font-family:"Arial","sans-serif";
color:#333333'>The Road To WiMAX</span></b><span style='font-size:9.0pt;
font-family:"Arial","sans-serif";color:#333333'><o:p></o:p></span></p>
<p class=MsoNormal><b><span style='font-size:10.5pt;font-family:"Arial","sans-serif";
color:#333333'> <o:p></o:p></span></b></p>
<p class=MsoNormal><b><span style='font-size:10.5pt;font-family:"Arial","sans-serif";
color:#333333'>How Intel's Sean Maloney shepherded through the technology
that's poised to rewrite the rules of wireless</span></b><span
style='font-size:9.0pt;font-family:"Arial","sans-serif";color:#333333'><o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:9.0pt;font-family:"Arial","sans-serif";
color:#333333'> <o:p></o:p></span></p>
<p class=MsoNormal><span style='font-size:9.0pt;font-family:"Arial","sans-serif";
color:#333333'>The $90 billion gardening bill was a deal killer. Intel corp. (</span><span
style='font-size:9.0pt;color:#333333'><a
href="javascript:%20void%20showTicker('INTC')"><span style='font-family:"Arial","sans-serif";
color:#064599'>INTC</span></a></span><span style='font-size:9.0pt;font-family:
"Arial","sans-serif";color:#333333'> ) Executive Vice-President Sean M. Maloney
sat in stunned silence after a telephone company executive told him it would
cost $1,100 per home just to replace landscaping and sidewalks if the industry
installed fiber-optic cabling and brought superfast broadband Internet access
to every single-family home in America.<br>
<br>
This was in 2002, during a secret meeting organized by Maloney at a hotel near
Intel's Silicon Valley headquarters. He had offered a handful of telecom
executives Intel's help in paying for the massive fiber-laying project. Sales
growth for Intel's microprocessors had flattened during the tech slowdown, and
Intel was hoping wide broadband adoption by consumers would goose demand for
new PCs with the company's most powerful chips in them. Maloney was willing to
help get things started. Then they shocked him with the price tag: $300 a foot
for gear and installation, and a gardening bill on top of that. That seemed
like an insurmountable hurdle to Maloney and his companions.
…………</span><o:p></o:p></p>
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