I met with Green Packet's CEO once. Back then I was a blogger (now passive). He invited me and a couple of people to his office in PJ, where he told us how great the WiMax technology was.

The problem is: if you want to buy smart phones, you pretty much have to subscribe to 3G service. (Unless you are content with Wifi connection.) Your iPhone or Samsung Galaxy S II can't run on WiMax.

Which is why the company decides to build an LTE network. LTE has two types of technologies - FDD & TDD. American carriers (Verizon, AT&T) use FDD, while Chinese carriers will deploy TDD. If Apple eventually makes iPhone for LTE TDD, Green Packet will benefit from it too.

So, GPACKET may be OK for long term investment. But short-term wise, I can't say

I also believe FDD or TDD not an issue. Not sure whether WiMAX operators will be allowed to offer LTE service...

spectrum license =/= LTE license

Now 9 companies have been awarded the 2.6GHz spectrum, but maybe only 3 or 4 LTE licenses will be issued. Companies which do not have LTE license must either sell their spectrum or be acquired. What can you foresee?

P1 merge with YES? P1 acquires Redtone? DiGi merge with U Mobile?

This post has been edited by river.sand: Feb 27 2012, 05:18 PM

From The Star...

To date, P1 claims it has captured a 34% market share of the Malaysian broadband market based on a 50% population coverage, thus giving it an extrapolated market share of 68%.


http://biz.thestar.com.my/news/story.asp?f...92&sec=business

Sure boh