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U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum

U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum. February 17, 2000 Presented By: Peter Jarich & James Mendelson. The Strategis Group Broadband Information Services. Telecom Information Services Since 1964 Global Presence Publications in All Fields Wireless Broadband

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U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum

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  1. U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum February 17, 2000 Presented By: Peter Jarich & James Mendelson

  2. The Strategis GroupBroadband Information Services • Telecom Information Services Since 1964 • Global Presence • Publications in All Fields • Wireless Broadband • Internet User Trends • Branding & Bundling • Competitive Telephony & Convergence • Consumer, Financial, Technology Focus • Online News Services

  3. WHAT? What Is Fixed Wireless? Why Is It Important?

  4. The Wireless Local Loop? • Fixed, not mobile. • Not simply voice. • All you need is spectrum!

  5. The Spectrum? • Three emerging technologies. • Individual characteristics. • Individual costs.

  6. The Importance? • New Technologies • Living Examples • Major Carriers • Real Drivers

  7. WHY? What is the Fixed Wireless Business Model?

  8. 80% Labor Cost vs. 80% Equip. Costs “Backhoes Don’t Obey Moore’s Law.” - Tren Griffin VP Strategy, NEXTLINK Fixed Wireless Cost Structure

  9. Service Control Profit Margins Fixed Wireless “Control Structure” On-Network • Facilities Competition is the only option! • Profit Control • Service Control • The Reality of the 14 Points Unbundle Local Loop Unbundle T-1 Resale

  10. Bundling Take Rates 35% 35+% 25% Wireless = Bundling (Practice) Wireless Exceeds Expectations!

  11. 5-10 mi 60 - 70 mi MMDS Cell Site Migration Cell Site Migration • Macro to Micro-cellular deployments. • More spectrum per end-user. • More bandwidth per end-user.

  12. WHO? Who has Launched Broadband Wireless Services and Where is it Available?

  13. HighSpeed.Com NEXTLINK Local Multipoint Distribution ServiceHype Becoming Reality • Urban & Rural • Major & Minor Players

  14. MMDS - Wireless CableFollowing the Cable Model • One-Way & Two Way • Urban & Rural

  15. Operational Non-Operating MMDS - Wireless CableSprint & MCI WorldCom Battle AT&T with Nationwide Coverage • ~200 Markets • Rural & Urban

  16. Multipoint Unlicensed Spectrum BroadbandThe Early Winner? • 200+ Markets • Rural Deployment

  17. HOW MUCH? What Revenues will Wireless Broadband Earn?

  18. Forecast Assumptions • Internet as Key Driver • current emphasis • local phone service is ubiquitous • new technologies and mission-critical voice • Scope of Total Internet Market • 2003 Business Penetration = 74.1% to 91.8% • 2003 Residential Penetration = 83.6% • 2003 Access & Transport Revenues = $34.1 Billion • Target Markets • 2000 - 2001 Launch Dates

  19. Network Coverage - Business

  20. Network Coverage (Households)

  21. Broadband Wireless SubscribersBusiness Subscribers

  22. Broadband Wireless SubscribersResidential Subscribers

  23. Millions, $ Service RevenuesBy Technology 2003 Total: $3.4 Billion

  24. Broadband Wireless Market ShareBy Service

  25. WHAT DOES IT ALL MEAN? What Conclusions Can We Draw?

  26. U.S. Wireless Broadband Perspectives • Wireless Broadband Is Here Today • Wireless Is Not Just Voice • Wireless Meets End-user Demand For Bundles • Wireless Meets Operator Demand For Revenue And Service Control • Revenues Are Growing Quickly And Will Be Substantial!

  27. U.S. Wireless Broadband: LMDS, MMDS and Unlicensed Spectrum Price: $2,400 (pdf/html) $2,900 (print) To Purchase: Tim Riordan (202) 530-7591 triordan@strategisgroup.com Further Questions: Jamie Mendelson (202) 530-7589 jmendelson@strategisgroup.com

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