Friday, August 26, 2011

Mix-up, Mash-up, Who knows what's up?

As far as summers go, it's hot...but taking a look at the wireless infrastructure market, it's hard to say that about business at this point (at least for the Phoenix market).


From a numbers perspective, Phoenix is arguably one of the top 10, if not one of the top 5 wireless markets in the US, but curiously, it's infrastructure business activity in the wireless market this season has been unusually cold...at least so say the boots on the ground here in the valley.


The rest of America says the wireless infrastructure market's just Booming this year -- and others think the Boom will continue (see also this article about Sprint).  I can see how other markets might be buzzing with that kind of activity, but you won't find it here in the desert -- and that's got me wondering why..?  I also would offer, that others here in the valley should also be asking this question -- the $$$ at stake could be huge...


I hate persistent questions, and it's likely that much will be resolved or become apparent when a few pending issues play out -- Namely, whether or not we'll see the birth of AT&T&T...


The AT&T / T-Mob merger is going into extra innings, as the FCC is pushing to extend the time to evaluate the idea -- the longer this decision is held off, the longer some folks will be standing pat, waiting to see what the aftermath of divestments will look like and where the deals are.


Sprint's been active in it's opposition to the above merger, and has been creative to boot...


(1) Sprint's working with LightSquared to provide the terrestrial element that company needs -- we'll see how the GPS thing resolves?  It looks like the FCC isn't in a rush to jump in and issue a decision on that yet so this LTE push for Sprint may be on hold for a bit...? 


(2) Sprint's working with Clearwire -- to provide some much needed capital (and it looks like Clearwire may be restructuring it's debt).  Will Sprint wind up controlling Clearwire -- and what does that puzzle piece bring to the mashup -- there's a push for LTE here, but what else?  


(3) Sprint may be teaming up with the Cable guys too...?  So far Cable's approach in wireless hasn't generated a home run, but maybe this time?


(4) Lastly, Sprint's going to be selling the iPhone!!!! But that may not be a good thing for their argument against AT&T&T!


From what I can tell, Sprint has embraced the diversity that spawned it's current stature, and is pushing for more -- if anything it's going to be an interesting Autumn...but again I'm left with the question -- why hasn't all this effort generated front line action in the Phoenix market -- and for that we'll just have to be patient I guess...


And thankful too...as RCR reported "People are working more, but are happier about it..." -- Heck -- given the state of the country (unemployment, economy ect.) people who have a way to work and generate income better be happy about it...the alternative is not pretty and is certainly less enjoyable.


RES

No comments:

Post a Comment