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3.65 GHz Opens US Telecoms Markets
Given the wonders of 3.65 GHz spectrum and
IP/IMS, there is nothing to impede foreign operators from setting up shop in US
telecom markets. Warning to domestic service providers-get on the stick!
In my latest book "The Next Telecom Boom", I postulate that Martians invade
Earth in the form of a telecom service provider using WiMAX as a last mile
access technology with an IMS core for services. The Martians offer a quadruple
play of services for $10/month, which kills off Earthling service providers and
their bankers.
Lets substitute "non-US origin" for Martian and US for Earth and see how a
Deutsche Telekom (T-Mobile is here already), TelMex (memo to Sr. Slim-I
cheerfully shop your Sears store), or Telefonica could "invade" the US telecom
markets using 3.65 WiMAX (blanket the US for a few billion $) serviced by an IMS
core (no more than another billion $). The 3.65 GHz doesn't require years of
fund raising and gaming on licensed spectrum and VoIP/IPTV doesn't require any
painful FCC permissions (worst case: Bell Canada runs VoIP off a Toronto-based
switch; TelMex from Juarez). Skype over WiMAX any one? Buying/setting up a US
shell company can solve a lot of problems fast, too.
See my blog from October '06 regarding "Lawyers, Guns and Money" and we see that
opportunities in telecom enabled by WiMAX and IMS are not limited to markets in
the developing world. They could be right here in River City, too.
Frank Ohrtman
WMX Systems
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tags:
Martin Invaders