Would that impede the takeup of a mobile broadband technology like IPWireless?
Yes and no. The easiest market for a new operator coming in to enter is the fixed residential broadband. Obviously if that’s already filled up with high bandwidth, then it would slow it down or make it less attactive. On the other hand, if you talk about Softbank as an example in Japan. Softbank already has DSL everywhere. What it’s looking for is mobile data. Its whole business case works around mobile data. It’s a good business case. The bit that is so confusing to everybody in this space is that, without even thinking about it, you’re pigeon-holing technology and service. When you think of wireless in the cellular sense, you think of the cell phone. When you think of broadband, you think of a DSL or cable operator. This type of technology blurs that whole lot. What would operators like SingTel and StarHub–both 3G mobile operators and broadband providers–do with your technology? Let’s think of people in cars, people in taxis wanting to have data services. 3G? Not enough bandwidth.
