Light Reading
If it involves LightSquared, don't expect MSOs to pull the trigger until after the regulatory clouds hovering over the LTE startup lift

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
Flash Poll
LRTV Huawei Video Resource Center
Network Solutions Help the Philippines Jump Ahead

9|17|14   |   2:59   |   (0) comments


In the past, the Philippines has under-invested in technology. Now, the CEO of Softshell talks about how Huawei products help the Philippines jump ahead as the economy improves.
LRTV Huawei Video Resource Center
VCS Observation for Safer Cities in the Netherlands

9|17|14   |   5:20   |   (0) comments


Holland's VCS Observation has been operating for 22 years. Its main goal is to get cities safer. CEO Wim van Deijzen tells us some of the challenges his company faces and how Huawei is helping to overcome these challenges.
LRTV Huawei Video Resource Center
A Conversation With Serbia's Ministry of Interior

9|17|14   |   4:38   |   (0) comments


At HCC 2014, the Assistant Minister of the Ministry of Interior of the Republic of Serbia talks to us about his projects and corporation with Huawei. Solutions like Safe City and E-Government and services like cloud computing are just some of the areas his department is interested in.
LRTV Huawei Video Resource Center
IHS Analyst Discusses eLTE at CCW 2014

9|10|14   |   7:09   |   (0) comments


Thomas Lynch, associate director of critical communications at IHS Technology, talks about broadband in critical communications.
LRTV Huawei Video Resource Center
TCAA on Huawei eLTE: A Broadband Solution for Mission-Critical Communications

9|10|14   |   2:29   |   (0) comments


At CCW2014 in Singapore, the TCCA's Phil Kidner talks about the importance of broadband data for critical communications.
LRTV Custom TV
Spotlight on Cisco: SDN for Optical Networks

9|8|14   |   9:27   |   (0) comments


Cisco's Greg Nehib talks OpenFlow and more on the 'Software-Defined Networking for Optical Networks' panel at the Big Telecom Event in June 2014.
LRTV Custom TV
Cisco's Evolved Programmable Network (EPN)

9|8|14   |   4:05   |   (0) comments


A look at the various demos Cisco showed at Light Reading's Big Telecom Event highlighting Cisco's EPN innovation and how SDN and NFV technologies are enabling a variety of new services.
LRTV Huawei Video Resource Center
The Future of Ultra-Broadband, With Kevin Kelly (UBBF2014)

9|5|14   |   1:13   |   (1) comment


If you think the technological changes we've seen up to now are astounding, just wait until you see what the future has in store. Discuss upcoming breakthroughs with Kevin Kelly, Founding Executive Editor of Wired Magazine, at the Huawei Ultra-Broadband Forum on September 24.
LRTV Huawei Video Resource Center
The Inaugural Optical Innovation Forum in Nice

9|2|14   |     |   (0) comments


More than 170 attendees from network operators, service providers, analyst firms, and component companies from around the world convened in Nice in June for the inaugural Optical Innovation Forum, co-produced by Huawei and Light Reading.
Wagner’s Ring
Data Centers Drive Telcos Into the Future

8|28|14   |   2:20   |   (2) comments


Data centers are at the heart of key trends driving telecom -- network virtualization, the drive for increased agility, and the need to compete with OTT providers.
LRTV Custom TV
Why SPs Should Consider Cisco's EPN

8|27|14   |   5:40   |   (0) comments


Sultan Dawood from Cisco discusses Cisco's EPN, which enables SPs to build agile and programmable networks delivering new network virtualized services using Cisco's Evolved Services Platform (ESP).
LRTV Huawei Video Resource Center
Huawei’s Showcase @ Big Telecom Event 2014

8|26|14   |   2.56   |   (0) comments


SoftCOM is Huawei's framework for telecom business and network transformation. Haofei Liu, Solution Marketing Manager, Carrier Business Group, Huawei, showcases Huawei's SoftCOM architecture in this video.
Upcoming Live Events!!
September 23, 2014, Denver, CO
October 29, 2014, New York City
November 6, 2014, Santa Clara
November 11, 2014, Atlanta, GA
December 2, 2014, New York City
December 3, 2014, New York City
December 9-10, 2014, Reykjavik, Iceland
June 9-10, 2015, Chicago, IL
Infographics
A survey conducted by Vasona Networks suggests that 72% of mobile users expect good performance all the time, and they'll blame the network operator when it's not up to par.
Today's Cartoon
Vacation Special Caption Competition Click Here
Latest Comment
Hot Topics
Glimpsing the Self-Driving Car
Dan Jones, Mobile Editor, 9/12/2014
AT&T to Launch WiFi Calling in 2015
Sarah Reedy, Senior Editor, 9/12/2014
AT&T: We'll Bundle Fixed Wireless & DirecTV
Mari Silbey, Independent Technology Editor, 9/15/2014
New NFV Forum Focused on Interoperability
Carol Wilson, Editor-at-large, 9/16/2014
NFV & The Data Center: Top 10 Takeaways
Sarah Reedy, Senior Editor, 9/18/2014
Like Us on Facebook
Twitter Feed