“2009 will see WiMAX find its place in the spectrum of radio technologies.”

So says Richard Windsor, analyst at Nomura Bank, but he adds it will be in fixed access (voice and internet) – using the 802.16d standard and later mobile WiMAX (802.16e) – that WiMAX will make most headway. (Although called mobile WiMAX, the 802.16e standard can provide a better fixed access performance than 802.16d.)

“Fixed-Mobile [802.16d] has seen the vast majority of deployments to date and is the only application that I think WiMAX will be used for in the long-term,” says Windsor. “In mobile, WiMAX is up against LTE where the only advantage it has is its commercial maturity. I have long believed that real demand for 4G is unlikely to materialise much before 2014/2015 and by then WiMAX will have lost this edge.”

Windsor further argues that as the level of commitment to LTE is high among tier one operators, it will have a substantial scale advantage over WiMAX when it comes to cost.

“This, combined with handset availability, is likely to mean that mobile WiMAX networks will quickly migrate to LTE once the LTE technology matures,” says Windsor. “This leaves only the fixed-mobile access market available to WiMAX, substantially reducing long-term expectations”

Nomura says the total WiMAX market is forecast to be $8bn by 2012 but removing mobile reduces that to $4bn. The market in 2008 was around $1bn. “A substantial lowering of forecasts could easily trigger further consolidation [Nortel and Alcatel-Lucent have already exited],” adds Windsor.

Windsor sees a potential upside for Israeli-headquartered Alvarion, however, if a further shakeout among major WiMAX suppliers occurs. “I think this would move the market more in favour of Alvarion, which is the market leader in WiMAX RAN,” he says. “The company is adjusting its cost base and should be in good shape to make money even with no revenues from mobile. Alvarion is a small cap [$233m] but I think it will do well once the above scenario has crystallised. Before that time it runs the risk of suffering as long-term market expectations halve.”

Source: here

It’s been years that Malaysian commercial ISP subscribers have ben crying for a fast and steady connection. Being new in the Market as well may simply buy over subscribers from previous ISP’s. Therefore breaking the TmNet monopoly? Well, we would have to wait and see.

Re: I don’t think P1 will surpass TmNet, in Malaysia all lines are backbone with them (TmNet), and they control ACPN2 and SMW not 100% lolz, while P1 just start to open business.

No Crap on Fair Broadband Policy (not yet, hopefully)

I posted a while ago on regards of TmNet’s Broadband policy which simply sucks. Well for all P2P fans and torrent downloaders, it’s a bliss for them. You would be surprised with the number’s turning out to be huge.

Re: Internet is not free even they control them, both Inbound and Outbound, why they create this Policy, because they want keep the money as long they want to, thats it. – Refer to TmNet, P1 service is priority 1

No Phone Lines Needed, Wireless Connectivity

Wireless connectivity. That’s a relieve or headache? I’m not too sure. But everyone’s making a great hype over it. Well I guess it benefits on using it as places with no phone line connection or so but what about wireless receptions? That’s sill to be put to test. Will modem’s pick up the wireless broadcast if there are too much obstacles around? We still need a wireless router for the modems in order to work with any WiFi compliant hardware. Well I hope PCI WiMaX card slots are sold soon. I guess they do. Need to look into that soon. When that happens, then that’s pure wireless connectivity.

Re: P1 have it, but the limited is there, because TmNet is their business successful and control over it.

Price Is The Main Contributing Factor

If reasonable prices are provided or even if its slightly higher then Streamyx, I’m pretty sure people would hop over to P1. But this is what we need to wait for. According to a press statement, P1 has acknowledge to announce the packages prices on August the 19th. That’s not too far long. Hope for a good start price. I’m not surprised if the starting prices are high.

Re: Yes, for sure P1 is paying half their profits to TmNet for giving them the line access…

Social Media Marketing

I’m not making it up! There are tons of people like me, who have already been talking a lot about P1 even though its not commercialized yet. The people’s recommendations, well that’s the superior of marketing. Word of Mouth at its best. At least I hope that P1 would listen to tweets.

Re: I’m not with it, but marketing in P1 is the quality mean to it, but TmNet is the boss just making the money into their pocket, not quality…

Still I would like to express that P1 is most valuable company because they have the experiencing WiMax since 10 YEARS ago. I respect to their successful todays, with more than 1k customer, most of them are 90% are positive on this company service quality.

Source: here