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McCaw Places New Bet On Faster, Cheaper Access (washingtonpost.com)







McCaw Places New Bet On Faster, Cheaper
Access (washingtonpost.com)

McCaw Places New Bet On Faster, Cheaper
Access (washingtonpost.com)
06/03/2004 06:46 AM

washingtonpost.com - Craig O. McCaw yesterday told an audience of wireless experts that after years of investing in cellular, satellite and local phone upstarts, he has come up with a new strategy for delivering high-speed wireless Internet access at a price lower than that charged by cellular companies.




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McCaw Places New Bet On Faster, Cheaper Access (washingtonpost.com)

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Steve Stroh has taken a close look at Craig McCaw's recent purchases in the broadband wireless space: McCaw bought Clearwire, a Texas company that controlled some ITFS spectrum--ideal spectrum for broadband wireless. But Stroh thinks that one of the most important aspects of what McCaw is doing includes the purchase of gear maker NextNet. NextNet was around during the last big interest in MMDS in the mid-1990s and McCaw has been an investor in the company. NextNet is part of the WiMax Forum and says it intends to build WiMax equipment, but Stroh thinks that McCaw is likely to use NextNet's proprietary gear to get a jump on the market. The first certified WiMax gear from almost every vendor will operate in licensed bands in international markets. One analyst recently told me that WiMax equipment designed to operate in the U.S. probably won't appear until late 2005 or possibly 2006. In the meantime, McCaw can use NextNet's gear and beat potential competitors to the market. Also, with McCaw in control of NextNet, he can make sure that the vendor is making the gear he wants. As Stroh notes: "McCaw learned from Nextel that if your service depends on the whims of your supplier, they can dictate things that can materially affect the service." McCaw could migrate to WiMax in the future in order to take advantage of potentially lower cost equipment. But Stroh notes that in many cases the proprietary gear may be better than the WiMax equipment. "WiMax is a compromise," he notes. Even if the customer equipment from Clearwire is more expensive than that of WiMax gear, McCaw will have a head start, Stroh says. The new Clearwire Web site in part leads Stroh to think that McCaw is close to officially introducing the new business. McCaw may be trying to keep quite about his plans in an effort to try to buy additional ITFS or other spectrum at good prices, Stroh says. Stroh says he dug up some other juicy information that's available to subscribers of his newsletter, Focus on Broadband Wireless Internet Access. [Editor's note: When we point to a paid editorial resource, we like to be clear whether or not we have a financial relationship with that resource. We do not. We merely know that Stroh knows his stuff.]...

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Cellular phone mogul Craig McCaw is entering the broadband wireless market with his latest venture, Clearwire.

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McCaw Buys Company with Spectrum Assets 04/28/2004 03:53 PM
Craig McCaw has reportedly bought a Texas company, Clearwire, that has ITFS spectrum assets: The ITFS band is near the MMDS spectrum but was set aside primarily for educational institutions. During the last period of interest in MMDS, during the mid-1990s, some companies, including Clearwire apparently, negotiated with the educational institutions to use or buy the spectrum. The spectrum wasn't widely used by the educational organizations that controlled the spectrum. McCaw has long been interested in fixed wireless broadband. He founded XO Communications, which owns LMDS frequencies, in the mid-1990s. XO recently joined the WiMax Forum. ALso, Nextel owns a bunch of MMDS spectrum that it bought from Worldcom. McCaw has assembled a who's who list of execs to run the new company, being called Flux. Many of them are McCaw Cellular veterans and have held posts in other McCaw companies. Notable are Nicholas Kauser who was the CTO for AT&T Wireless and currently sits on the board of numerous Seattle companies; Rob Mechaley, who was one of the founders of RadioFrame and before that Wildfire; and Gerard Salemme, who has been involved with several McCaw companies including satellite company ICO. McCaw is notoriously mum about new ventures so it wouldn't be surprising if we don't learn details about this one for a while. But with real WiMax products becoming available in the near future, it would certainly be fair to suppose that the company may have ambitions of rolling out a fixed broadband offering using WiMax....

McCaw to Unveil Wireless Broadband
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McCaw to Unveil Wireless Broadband
Service (Reuters)
06/02/2004 03:30 PM
Reuters - U.S. mobile phone industry pioneer Craig McCaw said Wednesday he was poised to launch a wireless broadband Internet service in the United States and several other countries.

Report: McCaw to Unveil Wireless
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Report: McCaw to Unveil Wireless
Broadband Service (Reuters)
06/02/2004 02:15 AM
Reuters - U.S. mobile phone industry pioneer Craig McCaw is expected to announce on Wednesday the launch of a national wireless broadband service that would compete against other high-speed Internet access services, The Wall Street Journal said.
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McCaw Places New Bet On Faster, Cheaper Access (washingtonpost.com)

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