& cplSiteName &

Does Cable Have a Wireless Plan B?

Jeff Baumgartner
LR Cable News Analysis
Jeff Baumgartner
8/1/2011
50%
50%

If Clearwire LLC (Nasdaq: CLWR) doesn't pan out, what are the WiMax champion's cable partners -- Comcast Corp. (Nasdaq: CMCSA, CMCSK), Time Warner Cable Inc. (NYSE: TWC) and Bright House Networks -- going to do?

None have publicly discussed the idea of crafting a wireless plan B, but speculation that something is afoot has been swirling for weeks, with at least one of those partners, TW Cable, along with Cablevision Systems Corp. (NYSE: CVC) being linked to discussions with LightSquared . (See Cablevision Also Kicking LightSquared's Tires? and Rumor: TW Cable Talking With LightSquared.)

Another popular rumor has the MSOs with Advanced Wireless Services (AWS) holdings (Comcast, TW Cable, Cox Communications Inc. and Bright House) talking with Sprint about swapping some of that coveted spectrum for an equity stake and giving it a go from there. Sprint's not expected to offer more details about its 4G Network Vision strategy until Oct. 7. (See Cox: We're Not Selling Our Spectrum, Sprint's $13.5B Jump to LTE With LightSquared and What Will Sprint Reveal of its 4G Plans?)

"One thing they [the Clearwire MSO partners] have to do is make contingency plans ... in case Clearwire unravels," says Sanford C. Bernstein & Co. Inc. analyst Craig Moffett. Discussions about an equity-for-spectrum play could help "grease the skids" for a potential plan B, Moffett says, noting that it doesn't appear that any such deal appears to be imminent.

And he doesn't believe the cable guys are in a position to quickly pull the trigger on an strategy that involves LightSquared, which just inked network-sharing deal with Sprint but still faces regulatory uncertainty. (See Sprint's $13.5B Jump to LTE With LightSquared.)

Moffett says "it's all but inconceivable" that the Federal Communications Commission (FCC) will approve LightSquared's use of the lower L Band without further testing. LightSquared has expressed some hope it would gain FCC approval by mid-September.

"That sounds like wishful thinking," Moffett says, noting recent Federal Aviation Administration findings that GPS services will still face significant interference in the L-Band, despite LightSquared's revised plan. The situation "really ties the FCC's hands," the analyst adds. (See LightSquared Submits Plan to FCC and LightSquared Claims It Has Answer to GPS Problem.)

It's not LighSquared's fault that GPS receivers operate outside their allotted band, but that's the cards it's playing with. And it's that kind of uncertainty that could give cable pause.

That much was evident last week during TW Cable's second-quarter earnings call. MSO CEO Glenn Britt was noncommittal about what TW Cable might do with its AWS holdings, and isn't exactly pleased about WiMax subscriber growth, calling it "not terribly exciting." Comcast's next best chance to address its wireless future is Wednesday morning, when it reports second-quarter numbers. (See TW Cable Stays in Wireless Holding Pattern.)

Cablevision, meanwhile, has been enjoying success with its Wi-Fi deployment, but hints that it's considering other mobile strategies for voice and other types of mobile broadband services emerged even before the rumor spread that the MSO was in talks with LightSquared. (See Cablevision Trademarks Mobile, RS-DVR Brands.)

— Jeff Baumgartner, Site Editor, Light Reading Cable

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
From The Founder
Following a recent board meeting, the New IP Agency (NIA) has a new strategy to help accelerate the adoption of NFV capabilities, explains the Agency's Founder and Secretary, Steve Saunders.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Interviews
EdgeConneX on Industry Headwinds & Tailwinds

5|26|17   |   2:41   |   (0) comments


At Light Reading's Big Communications Event 2017, EdgeConneX CTO Don MacNeil discussed the value of partnerships in the digital world.
LRTV Documentaries
4 Steps Toward a Higher Network IQ

5|26|17   |     |   (0) comments


At the Big Communications Event in Austin, Texas, EXFO CEO Philippe Morin explains how sensors and analytics can boost a network's intelligence and enable on-demand customer experiences. Find more BCE 2017 coverage here.
LRTV Interviews
BT's McRae Sheds Light on 4K Strategy

5|25|17   |   4:45   |   (0) comments


At Light Reading's Big Communications Event 2017 in Austin, Texas, BT Group's Chief Network Architect Neil McRae talks about what it took for BT to broadcast live sports in 4K. Catch up with all our BCE coverage at http://www.lightreading.com/bce.asp.
From the Founder
How the NIA Aims to Advance NFV

5|25|17   |   08:07   |   (1) comment


Following a recent board meeting, the New IP Agency (NIA) has a new strategy to help accelerate the adoption of NFV capabilities, explains the Agency's Founder and Secretary, Steve Saunders.
LRTV Custom TV
Better Solutions That Address Growing Scale

5|25|17   |     |   (0) comments


For Comcast, the X1 rollout and 17-fold increases in broadband speeds in the past 16 years are among factors driving the need for Energy 2020 solutions that reduce cost and consumption, says Mark Hess.
LRTV Custom TV
Ethernity Network Delivers Instant Offloading of Network Functions With All-Programmable Intelligent NIC

5|25|17   |     |   (0) comments


David Levi, CEO of Ethernity Networks, explains that programmability of the hardware makes the company's All-Programmable Intelligent NIC uniquely beneficial for communications service providers that need advanced data appliances with agile support of virtualization. Utilizing the company's patented network processing technology, Ethernity offers data path ...
LRTV Documentaries
BCE 2017: Vodafone Gets Obsessed With Cloud-Native

5|25|17   |     |   (0) comments


Vodafone's Matt Beal updates us on Project Ocean and explains why simple virtualization isn't enough of a goal for network transformation. Catch up with other BCE 2017 keynotes and news at http://www.lightreading.com/bce.asp.
LRTV Documentaries
BCE 2017: Intel's Take on Network Transformation

5|24|17   |     |   (0) comments


In this BCE 2017 keynote, Lynn Comp discusses Intel's vision for areas such as analytics, automation and service assurance. For more videos and BCE coverage, see http://www.lightreading.com/bce.asp.
LRTV Documentaries
Order From Chaos: The Steve Saunders BCE Keynote

5|24|17   |   17:27   |   (0) comments


Kicking off BCE 2017, Light Reading founder Steve Saunders lays blame for NFV's slow ramp-up and urges telecom to return to old-fashioned standards building and interoperability testing.
Think of this as the video sequel to the recent columns he's written about NFV and the prospect of a telecom app store. (See

LRTV Documentaries
Service Provider Panel: Partnering in the Digital Era

5|22|17   |     |   (0) comments


Coopetition has always been part of telecom, but the ecosphere now includes data centers, vendors, apps developers, cloud service providers and Internet content providers. This BCE 2017 panel explores the new attitudes among network operators as to the value and variety of ...
LRTV Interviews
Site Demo: AT&T's IoT Flow Platform

5|19|17   |   04:25   |   (0) comments


At AT&T's R&D center in Tel Aviv, Israel, project leader Eyal Segev talks about the operator's Flow platform and how it helps to prototype IoT applications.
LRTV Documentaries
Agent of Change: A Q&A With AT&T's John Donovan

5|18|17   |     |   (0) comments


Carol Wilson talks with the man leading AT&T's transformation efforts about the challenge of change.
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
Cities Clamor for More Clout at FCC
Mari Silbey, Senior Editor, Cable/Video, 5/23/2017
What's Blocking 4K TV Today
Alan Breznick, Cable/Video Practice Leader, Light Reading, 5/22/2017
Sonus & Genband Finally Combine to Form $745M Company
Dan Jones, Mobile Editor, 5/23/2017
Apple Looking to Cook 5G Test Devices
Dan Jones, Mobile Editor, 5/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
TEOCO Founder and CEO Atul Jain talks to Light Reading Founder and CEO Steve Saunders about the challenges around cost control and service monetization in the mobile and IoT sectors.
Animals with Phones
What Brogrammers Look Like to the Rest of Us Click Here
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.