CNBC has had all day coverage about mobile wireless stuff - What I am hearing is the hottest ticket is BANDWITH of the future. I stand by my old post. I think it is good for WRSPQ and Malone/SIRI.
Posted by: bepop12345 Date: Thursday, March 11, 2010 3:50:58 AM
Post # of 1744
What is the real payoff for Malone? He wouldn't have invested 1/2 Billion dollars in SIRI if there wasn't a huge payoff in the future. The big picture is about bandwidth and getting control of as much as possible, everything is going mobile/worldwide (WorldSpace)....etc.
Now Malone can negotiate with the big guys like AT&T (he worked for them), Apple (maybe), other Telco and Cable companies. Watch what happens when WorldSpace and Siri get going. Malone can start right away. He has such a head start nobody will be able to catch up. He will make more money, just renting out bandwidth than anything else. Deals are probably on the table already. Just my own opinion.