WiMAX Has Potential to Transform Telecom Markets is a report from inStat. I've been holding back on WiMax coverage but plan on looking at it more closely.
I think WiMax has significant transformational potential for telecom, especially for rural areas in the USA that are greatly under-served by the broadband providers.
The idea of a mesh like canopy of always on will lead to all types of advances in the ways people communicate, but at the same time spur the need for less server intensive application processes. Things like voice mail storage, file sharing and file transfer will be what first happens. Just like VoIP, it will be the applications which drive the acceptance of WiMax. For companies like Qualcomm, WiMax is a direct threat to EVDO and CDMA. With the current consolidation in wireless going on not only in the USA, but around the world, the opportunity for new players to enter the game is larger now than ever before. That said, if the cable MSOs could grasp the potential of WiMax they would have a very significant market offering that allows them to be head to head with the telcos on end to end communications in an always connected universe
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