Tom DeReggi wrote:
I believe in the next year there will be a hgih volume bid war for
WISPs in major markets getting top dollar.
The reason is that, the Hype of Wireless is more valuable to a large
publically traded ISP, in stock holder perception, than the network
and revenue that they are buying.
The average consumer doesn't understand jack about what wireless's
capabilty is, they just know Wireless is the next big thing, and the
providers that own the major markets have the best chance to win in
the long run.
As much as perception drives Wall Street, customers and revenue still
matter. With licensed spectrum it is easy to talk about future
opportunity and sell based on that. With unlicensed spectrum you can't
do that; you must sell on actual results.
There won't be a bidding war for WISPs because there are hardly any
worth fighting over. That's not to say that folks won't be bought, but I
think people need to get their expectations more in line with where the
market is. Unless your company has built sufficient barriers to entry
then it is hard to demand top dollar. Without that then it becomes a
simple build vs buy decision.
-Matt
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