Last week the news was all about Clearwire and the $3.2B spend on WiMAX with perhaps some LTE in the future, this week Verizon trumped the spend with over $9B being spent to accelerate their LTE rollout to some area in the US.
All that money going back into the network but where? The chipsets are the first thing that is talked about Sandbridge, and Qualcomm providing chips for devices on the horizon. The backbone needs an upgrade on both the backhaul and the cell towers.
And yet, if we look over at the GPON driven FIOS and the recent gaffs about 100MB to the home we can still wonder exactly what will be done?
While Verizon execs said they could deliver, based on tests 100MB to the home with FIOS, others in the company had to explain that no plans to roll out this solution as a service was in the works based on customer demand.
Which makes me wonder, if they can't find demand for 100MBs in the home, how are they going to find it for a mobile device?
Then again, speaking about the future is not the same as selling it.
Let the Market drive us forward.
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