Summary
1. There is further evidence that the new leadership at Clearwire is heading in the right direction. 2. The service provider has nothing really to lose by getting into deals with WiMAX carriers abroad at practically no monetary cost. 3. One suspects that there will be other opportunities to take advantage of its expertise in the technology.
Analysis
Such technology partnerships are based on rational thinking. The one with Vee Telecom is definitely a no-lose deal for Clearwire. Clearwire gets a small piece of the carrier for practically nothing. The chance for WiMAX success in Taiwan is much greater than in the U.S. Six carriers have licenses to use the technology in the country.
The deal with Global Mobile also has a lot of upside potential. The statement by company in the “Central News Agency in Taiwan that, “[w]e expect to catch up with the global technological trends through exchanges of experience and cooperation with Clearwire,” hardly seems fraught with risk. One would assume that a potential stake in Global Mobile could also be a good investment.
