I have regularly expressed the opinion that VoIP and VoWiFi is a compliment to cellular companies. Now an analyst firm in the UK says VoWiMax is a threat to them.
I tend to agree since the new companies in the WiMax game will not initially be the same companies. This is all about competition. Eventually the existing global players will acquire the WiMax companies. In some cases they will be the same, but different divisions. This is how cellular began, especially in the USA.
I personally see new players using new and emerging technologies as good for competition, and of benefit to the enterprise and the end user, especially if it drives prices down to commodity pricing levels.