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.
I agree with that.
Tom DeReggi
RapidDSL & Wireless, Inc
IntAirNet- Fixed Wireless Broadband
----- Original Message -----
From: "Matt Liotta" <[EMAIL PROTECTED]>
To: "WISPA General List" <[email protected]>
Sent: Tuesday, October 17, 2006 3:42 PM
Subject: Re: [WISPA]CovadExpandsBroadband
WirelessNetworkWithDataFloAcquisition
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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