Opportunities and Challenges for Broadband Wireless and WiMAX in the USA, 1st Edition

1. KEY FINDINGS

2. EXECUTIVE SUMMARY

3. REGULATORY ENVIRONMENT FOR BWA/WiMAX IN THE US

• 3.1 Overview
• 3.2 Regulatory Bodies
  • 3.2.1 Federal Communications Commission (FCC)
  • 3.2.2 Recent Decisions
  • 3.2.3 National Telecommunications and Information Administration (NTIA)
  • 3.2.4 Rural Utilities Service (RUS) of the United States Department of Agriculture (USDA)
• 3.3 Government Initiatives
  • 3.3.1 RUS Broadband Grant Program
  • 3.3.2 RUS Broadband Loan Program
• 3.4 Congressional Initiatives
  • 3.4.1 Recent or Pending BWA/WiMAX Legislation
• 3.5 Key Advocacy Groups and Mission
  • 3.5.1 WiMAX Forum
  • 3.5.2 Wireless Communications Association International (WCAI)
  • 3.5.3 National Telecommunications Cooperative Association (NTCA)
  • 3.5.4 National Rural Telecommunications Cooperative (NRTC)

4. KEY BWA/WiMAX SPECTRUM FOR THE US

• 4.1 Overview
• 4.2 Glossary
• 4.3 Definitions of WiMAX and BWA
• 4.4 Current Wireless Regulation in the US
• 4.5 Spectrum Characteristics Impacting Range and Penetration
  • 4.5.1 Frequency Characteristics
  • 4.5.2 Licensed Spectrum Channel Size and Power
  • 4.5.3 Technology Choice (WiMAX Advantages)
• 4.6 Network Design and Spectrum Purpose
  • 4.6.1 Cellular Bands
  • 4.6.2 1.7 GHz and 2.1 GHz Bands (Recent AWS Auction)
  • 4.6.3 Auction 66 Spectrum Winners
  • 4.6.4 WiMAX Potential
  • 4.6.5 2.3 GHz Band
  • 4.6.6 2.5-2.7 GHz Band
  • 4.6.7 3.5 GHz Band and Experimental Licenses
  • 4.6.8 3.65 GHz Band (3.650 to 3.700 GHz)
  • 4.6.9 4.9 GHz Band
  • 4.6.10 700 MHz Band
  • 4.6.11 Upcoming 700 MHz Upper Band Auction 73
  • 4.6.12 700 MHz Auction Participants
  • 4.6.13 700 MHz Band Valuation
  • 4.6.14 Point-to-point Service Bands Including 5.8 GHz, 6 GHz, 11 GHz, 18 GHz, 23 GHz, 24 GHz, 28 GHz, 39 GHz, 60 GHz, and 70 GHz

5. OVERVIEW OF THE US TELECOM MARKET

• 5.1 Overview
• 5.2 Background
  • 5.2.1 Breakup of the Baby Bells
  • 5.2.2 US Telcos
  • 5.2.3 US Competitive Local Exchange Carriers
  • 5.2.4 Effect of IP Voice and Data Services on the US Telecom Market
• 5.3 State of the Telecom Market
  • 5.3.1 Market Value as a Whole
  • 5.3.2 Mobile Sector Technology Fragmentation
  • 5.3.3 Fiber to the Home Initiatives

6. INTERNET MARKET IN THE US

• 6.1 Overview
• 6.2 Internet Access - A Maturing Market
  • 6.2.1 Market Segments of Wireline Strength
  • 6.2.2 Dial-Up Lifecycle and Decline
  • 6.2.3 Cable Penetration
  • 6.2.4 DSL
  • 6.2.5 Fiber to the Home
  • 6.2.6 Satellite and Broadband Wireless
  • 6.2.7 Disparities in Coverage
  • 6.2.8 Mobile Data Services

7. US MARKETS AND APPLICATION SERVICES

• 7.1 Overview
• 7.2 Defining Rural and Urban America
  • 7.2.1 Typical County Size
• 7.3 Application and Service Drivers
• 7.4 Key Audience Segments
  • 7.4.1 Consumer
  • 7.4.2 Small and Mid-Size Business
  • 7.4.3 Enterprise
  • 7.4.4 Public Safety
  • 7.4.5 Education
  • 7.4.6 Health Care
  • 7.4.7 Government
• 7.5 IP Services
• 7.6 Mobile Data Services
• 7.7 Economic Development
• 7.8 BWA/WiMAX Providers Value Proposition and Opportunities
  • 7.8.1 Value Proposition Versus Cable, DSL, Satellite, and Fiber
  • 7.8.2 Opportunities for BWA/WiMAX in the US

8. MUNICIPAL NETWORKS IN THE US

• 8.1 Overview
• 8.2 Deployments by City and Network Type
• 8.3 Equipment Vendors and Carriers
  • 8.3.1 Carriers
  • 8.3.2 Vendors
• 8.4 Recent Deployment Announcements
• 8.5 Business Models
• 8.6 Municipal Network Struggles
• 8.7 Maravedis Assessment

9. 4G CONVERGENCE- ANALYSIS OF MARKET IMPACTS AND HARMONIZATION

• 9.1 Acceleration and Convergence of LTE
  • 9.1.1 False Premise of "Long Term Evolution" vs. WiMAX
  • 9.1.2 Key Distinctions Between WiMAX and LTE
• 9.2 Are WiMAX and LTE Competitive or Complementary?
  • 9.2.1 WiMAX for Alternative Operators
  • 9.2.2 3G-LTE: Pushes to "Embrace and Extend" Technologies and Virtues of WiMAX
• 9.3 WiMAX Pushes to Ramp the Race for Innovation and Adoption
• 9.4 Which Best Fits the Next Generation for Wireless?

10. BRS/EBS BWA/WiMAX SERVICE PROVIDER ANALYSIS

• 10.1 Overview
• 10.2 Sprint Nextel
  • 10.2.1 Overview
  • 10.2.2 Spectrum Position
  • 10.2.3 Partnering
  • 10.2.4 Primary Competitors
  • 10.2.5 BWA/WiMAX Target Markets and Philosophy
  • 10.2.6 Network Size and Configuration
  • 10.2.7 Services, Products, and Pricing
  • 10.2.8 Financial Performance
  • 10.2.9 Future Plans
  • 10.2.10 Threats and Primary Challenges
  • 10.2.11 Q&A
• 10.3 Clearwire
  • 10.3.1 Overview
  • 10.3.2 Corporate Background
  • 10.3.3 Spectrum Position
  • 10.3.4 Partnering
  • 10.3.5 Primary Competitors
  • 10.3.6 BWA/WiMAX Target Markets and Philosophy
  • 10.3.7 Network Size and Configuration
  • 10.3.8 Services, Products, and Pricing
  • 10.3.9 Financial Performance
  • 10.3.10 Future Plans
  • 10.3.11 Threats and Primary Challenges
  • 10.3.12 Q&A
• 10.4 DigitalBridge Communications
  • 10.4.1 Overview
  • 10.4.2 Corporate Background
  • 10.4.3 Spectrum Position
  • 10.4.4 Partnering
  • 10.4.5 Primary Competitors
  • 10.4.6 BWA/WiMAX Target Markets and Philosophy
  • 10.4.7 Network Size and Configuration
  • 10.4.8 Services, Products, and Pricing
  • 10.4.9 Financial Performance
  • 10.4.10 Future Plans
  • 10.4.11 Threats and Primary Challenges
  • 10.4.12 Q&A
• 10.5 Kite Broadband / Gobility, Inc. / MobilePro
  • 10.5.1 Overview
  • 10.5.2 Corporate Background
  • 10.5.3 Spectrum Position
  • 10.5.4 Partnering
  • 10.5.5 Primary Competitors
  • 10.5.6 BWA/WiMAX Target Markets and Philosophy
  • 10.5.7 Network Size and Configuration
  • 10.5.8 Services, Products, and Pricing
  • 10.5.9 Financial Performance
  • 10.5.10 Future Plans
  • 10.5.11 Threats and Primary Challenges
  • 10.5.12 Q&A
• 10.6 Plateau Telecommunications
  • 10.6.1 Overview
  • 10.6.2 Corporate Background
  • 10.6.3 Spectrum Position
  • 10.6.4 Partnering
  • 10.6.5 Primary Competitors
  • 10.6.6 BWA/WiMAX Target Markets and Philosophy
  • 10.6.7 Network Size and Configuration
  • 10.6.8 Services, Products, and Pricing
  • 10.6.9 Financial Performance
  • 10.6.10 Future Plans
  • 10.6.11 Threats and Primary Challenges
  • 10.6.12 Q&A
• 10.7 Cutthroat Communications / TransAria
  • 10.7.1 Overview
  • 10.7.2 Corporate Background
  • 10.7.3 Spectrum Position
  • 10.7.4 Partnering
  • 10.7.5 Primary Competitors
  • 10.7.6 BWA/WiMAX Target Markets and Philosophy
  • 10.7.7 Network Size and Configuration
  • 10.7.8 Services, Products, and Pricing
  • 10.7.9 Financial Performance
  • 10.7.10 Future Plans
  • 10.7.11 Threats and Primary Challenges
  • 10.7.12 Q&A
• 10.8 Evertek
  • 10.8.1 Overview
  • 10.8.2 Corporate Background
  • 10.8.3 Spectrum Position
  • 10.8.4 Partnering
  • 10.8.5 Primary Competitors
  • 10.8.6 BWA/WiMAX Target Markets and Philosophy
  • 10.8.7 Network Size and Configuration
  • 10.8.8 Services, Products, and Pricing
  • 10.8.9 Financial Performance
  • 10.8.10 Future Plans
  • 10.8.11 Threats and Primary Challenges
  • 10.8.12 Q&A

11. WCS SPECTRUM BWA/WiMAX SERVICE PROVIDER ANALYSIS

• 11.1 Overview
• 11.2 AT&T/BellSouth
  • 11.2.1 Overview
  • 11.2.2 Spectrum Position
  • 11.2.3 Partnering
  • 11.2.4 Primary Competitors
  • 11.2.5 BWA/WiMAX Target Markets and Philosophy
  • 11.2.6 Network Size and Configuration
  • 11.2.7 Services, Products, and Pricing
  • 11.2.8 Financial Performance
  • 11.2.9 Future Plans
  • 11.2.10 Threats and Primary Challenges
  • 11.2.11 Q&A
• 11.3 Horizon - Wi-Com
  • 11.3.1 Overview
  • 11.3.2 Spectrum Position
  • 11.3.3 Partnering
  • 11.3.4 Primary Competitors
  • 11.3.5 BWA/WiMAX Target Markets and Philosophy
  • 11.3.6 Network Size and Configuration
  • 11.3.7 Services, Products, and Pricing
  • 11.3.8 Financial Performance
  • 11.3.9 Future Plans
  • 11.3.10 Threats and Primary Challenges
  • 11.3.11 Q&A
• 11.4 NextWave Wireless
  • 11.4.1 Overview
  • 11.4.2 Corporate Background
  • 11.4.3 Spectrum Position and Strategy
  • 11.4.4 Standards Activity
  • 11.4.5 Partnering
  • 11.4.6 Primary Competitors
  • 11.4.7 BWA/WiMAX Target Markets, Products, and Philosophy
  • 11.4.8 WiMAX Outlook
  • 11.4.9 Financial Performance
  • 11.4.10 Future Plans

12. AWS SPECTRUM SERVICE PROVIDER ANALYSIS

• 12.1 Overview
• 12.2 Verizon Communications
  • 12.2.1 Overview
  • 12.2.2 Spectrum Position
  • 12.2.3 Primary Competitors
  • 12.2.4 Financial Performance
  • 12.2.5 Future Plans
• 12.3 T-Mobile
  • 12.3.1 Overview
  • 12.3.2 Spectrum Position
  • 12.3.3 Partnerships
  • 12.3.4 Primary Competitors
  • 12.3.5 Future Plans

13. SATELLITE PROVIDER ANALYSIS

• 13.1 Overview
• 13.2 WildBlue
  • 13.2.1 Overview
  • 13.2.2 Spectrum Position
  • 13.2.3 Partnering
  • 13.2.4 Primary Competitors
  • 13.2.5 BWA/WiMAX Target Markets and Philosophy
  • 13.2.6 Network Size and Configuration
  • 13.2.7 Services, Products, and Pricing
  • 13.2.8 Financial Performance
  • 13.2.9 Future Plans
  • 13.2.10 Threats and Primary Challenges
  • 13.2.11 Q&A

14. 700 MHz BWA/WiMAX SERVICE PROVIDER ANALYSIS

• 14.1 Overview
• 14.2 QUALCOMM
  • 14.2.1 Overview
  • 14.2.2 Markets Served and Philosophy
  • 14.2.3 Spectrum
  • 14.2.4 Markets Served
  • 14.2.5 Product Lines
  • 14.2.6 IPR Position
  • 14.2.7 Primary Threats and Challenges
• 14.2.8 Q&A
• 14.3 CTC Telcom (Chibardun Telephone Cooperative)
  • 14.3.1 Overview
  • 14.3.2 Spectrum Position
  • 14.3.3 Partnering
  • 14.3.4 Primary Competitors
  • 14.3.5 BWA/WiMAX Target Markets and Philosophy
  • 14.3.6 Network Size and Configuration
  • 14.3.7 Services, Products, and Pricing
  • 14.3.8 Financial Performance
  • 14.3.9 Future Plans
  • 14.3.10 Threats and Primary Challenges
  • 14.3.11 Q&A

15. PROMINENT HYBRID NON-LICENSED SERVICE PROVIDERS

• 15.1 Overview
• 15.2 Towerstream
  • 15.2.1 Overview
  • 15.2.2 Spectrum Position
  • 15.2.3 Partnering
  • 15.2.4 Primary Competitors
  • 15.2.5 BWA/WiMAX Target Markets and Philosophy
  • 15.2.6 Network Size and Configuration
  • 15.2.7 Services, Products, and Pricing
  • 15.2.8 Financial Performance
  • 15.2.9 Future Plans
  • 15.2.10 Threats and Primary Challenges
  • 15.2.11 Q&A
• 15.3 Covad Wireless
  • 15.3.1 Overview
  • 15.3.2 Spectrum Position
  • 15.3.3 Partnering
  • 15.3.4 Primary Competitors
  • 15.3.5 BWA/WiMAX Target Markets and Philosophy
  • 15.3.6 Network Size and Configuration
  • 15.3.7 Services, Products, and Pricing
  • 15.3.8 Financial Performance
  • 15.3.9 Future Plans
  • 15.3.10 Threats and Primary Challenges
  • 15.3.11 Q&A
• 15.4 AMA/TechTel Communications
  • 15.4.1 Overview
  • 15.4.2 Spectrum Position
  • 15.4.3 Partnering
  • 15.4.4 Primary Competitors
  • 15.4.5 BWA/WiMAX Target Markets and Philosophy
  • 15.4.6 Network Size and Configuration
  • 15.4.7 Services, Products, and Pricing
  • 15.4.8 Financial Performance
  • 15.4.9 Future Plans
  • 15.4.10 Threats and Primary Challenges
  • 15.4.11 Q&A
• 15.5 Mesa Networks
  • 15.5.1 Overview
  • 15.5.2 Spectrum Position
  • 15.5.3 Partnering
  • 15.5.4 Primary Competitors
  • 15.5.5 BWA/WiMAX Target Markets and Philosophy
  • 15.5.6 Network Size and Configuration
  • 15.5.7 Services, Products, and Pricing
  • 15.5.8 Financial Performance
  • 15.5.9 Future Plans
  • 15.5.10 Threats and Primary Challenges
  • 15.5.11 Q&A

16. PROMINENT BWA/WiMAX VENDOR PROFILES

• 16.1 Overview
• 16.2 Alvarion
  • 16.2.1 Overview
  • 16.2.2 Market Activity in the US
  • 16.2.3 Future Plans
  • 16.2.4 Q&A
  • 16.2.5 Maravedis Assessment
• 16.3 SOMA Networks
  • 16.3.1 Overview
  • 16.3.2 Financial Performance
  • 16.3.3 Future Plans
  • 16.3.4 Primary Threats and Challenges
  • 16.3.5 Q&A
  • 16.3.6 Maravedis Assessment
• 16.4 Airspan
  • 16.4.1 Overview
  • 16.4.2 Markets Served
  • 16.4.3 Primary Threats and Challenges
  • 16.4.4 Q&A
  • 16.4.5 Maravedis Assessment
• 16.5 Motorola
  • 16.5.1 Overview
  • 16.5.2 Markets Served and Philosophy
  • 16.5.3 Product Lines
  • 16.5.4 Financial Performance
  • 16.5.5 Future Plans
  • 16.5.6 Primary Threats and Challenges
  • 16.5.7 Q&A
  • 16.5.8 Maravedis Assessment

• Exhibit 1: Sine curve example - 2D
• Exhibit 2: Sine curve example - 3D
• Exhibit 3: Wavelength-to-frequency conversion formula
• Exhibit 4: Power-to-dBm conversion formula
• Exhibit 5: Relative dBm power levels
• Exhibit 6: 800 MHz spectrum bandplan
• Exhibit 7: 1.9 GHz PCS spectrum band plan
• Exhibit 8: Top AWS auction winners
• Exhibit 9: 1.7 & 2.1 GHz BEA zone map
• Exhibit 10: 1.7 & 2.1 GHz CMA zone map
• Exhibit 11: 1.7 & 2.1 GHz REAG zone map
• Exhibit 12: AWS spectrum auction bid valuations
• Exhibit 13: 1.7 GHz and 2.1 GHz spectrum advanced wireless service band plan
• Exhibit 14: 1.7 GHz and 2.1 GHz spectrum advanced wireless service band plan - detail as of 20 April 2006
• Exhibit 15: US REAG and MEA boundaries
• Exhibit 16: US REAG, MEA, and EA listing
• Exhibit 17: Current WCS ownership
• Exhibit 18: Horizon Wi-Com LLC WCS license block
• Exhibit 19: 2.3 GHz WCS spectrum band plan
• Exhibit 20: WCS spectrum bid values, circa 1997
• Exhibit 21: 5 GHz BRS/EBS spectrum band plan
• Exhibit 22: 3.65 GHz spectrum band
• Exhibit 23: Original lower 700 MHz spectrum band plan
• Exhibit 24: Lower 700 MHz top bidders
• Exhibit 25: Revised current complete 700 MHz (lower and upper) spectrum band plan
• Exhibit 26: Distribution of broadband service by type among computer owners
• Exhibit 27: US fixed subscribers by operator
• Exhibit 28: US telephone subscribers
• Exhibit 29: Telecom revenue by service
• Exhibit 30: US mobile market
• Exhibit 31: US residential web connection speeds
• Exhibit 32: US workplace web connection speed trends
• Exhibit 33: Internet subscribers by technology
• Exhibit 34: US affluent Internet users, 2006-2011
• Exhibit 35: Total US high-speed lines
• Exhibit 36: High-speed lines
• Exhibit 37: Advanced service lines
• Exhibit 38: High-speed line breakdown - includes fixed and mobile wireless
• Exhibit 39: Verizon FiOS pricing
• Exhibit 40: AT&T fiber pricing
• Exhibit 41: ZIP codes served
• Exhibit 42: Changes in nonmetro and metro status, 1993 and 2003
• Exhibit 43: Rural-urban continuum codes, 2003
• Exhibit 44: US population in 2000
• Exhibit 45: Two types of nonmetro counties, 2003
• Exhibit 46: Residential dealer channel revenues
• Exhibit 47: US enterprise employment size
• Exhibit 48: WiMAX application class requirements
• Exhibit 49: WiMAX service types
• Exhibit 50: US wireless market data revenues
• Exhibit 51: Numbers and types of municipal deployments, 2005-2007
• Exhibit 52: US cities and counties with municipal deployments
• Exhibit 53: Percentage of muni deployments in US by carrier, 2007
• Exhibit 54: Percentage of muni deployments in US by vendor, 2007
• Exhibit 55: Nextel 2.3 GHz WCS licenses
• Exhibit 56: Sprint Nextel BRS/EBS transition map
• Exhibit 57: Sprint announced XOHM target markets
• Exhibit 58: Clearwire service and pricing tiers
• Exhibit 59: DBC pricing bundles
• Exhibit 60: DBC Service Bundles- BridgeMAXX Silver and BridgeMAXX Gold
• Exhibit 61: DBC Service Bundles- BridgeMAXX Platinum
• Exhibit 62: DBC Service Bundles- BridgeMAXX Student
• Exhibit 63: WAZMetro, Kite Broadband, and Sprint Broadband Direct footprint
• Exhibit 64: Plateau BWA pricing structure
• Exhibit 65: Plateau DSL pricing structure
• Exhibit 66: Evertek residential and commercial service and pricing tiers
• Exhibit 67: Evertek additional services
• Exhibit 68: AT&T and BellSouth 2.3 GHz licenses
• Exhibit 69: AT&T fiber pricing
• Exhibit 70: AT&T 2.3 GHz pricing tiers in southeast US
• Exhibit 71: Horizon Wi-Com WCS A-Block spectrum
• Exhibit 72: Horizon Wi-Com planned speed tiers
• Exhibit 73: NextWave 2.3 GHz licenses
• Exhibit 74: Verizon consolidated results, Q3 2007
• Exhibit 75: Verizon revenues by division and total debt
• Exhibit 76: Verizon wireless customers and revenue
• Exhibit 77: Verizon broadband customers and retail ARPU
• Exhibit 78: T-Mobile financial performance (as of Q3 2007)
• Exhibit 79: T-Mobile subscriber and ARPU trends
• Exhibit 80: T-Mobile USA net income and revenue
• Exhibit 81: WildBlue service and pricing packages
• Exhibit 82: Towerstream pricing
• Exhibit 83: Covad Wireless service and pricing tiers
• Exhibit 84: AMA/TechTel voice and data bundle packaging
• Exhibit 85: AMA/TechTel speed plans
• Exhibit 86: Mesa Networks city size distribution
• Exhibit 87: Mesa Networks residential pricing
• Exhibit 88: Mesa Networks business pricing
• Exhibit 89: WiMAX and BWA subscriber forecasts in the US, 2008- 2014