Canada is about to get its first WiMAX service, since Craig Wireless plans to launch WiMAX in Vancouver this spring. The services will be similar to those offered in the U.S. by Sprint and Clearwire, and in fact, there are hopes in Canada that Craig will secure roaming agreements with the U.S. providers, which would create what we think would be the first WiMAX roaming anywhere.
As a related issue, Clearwire reported better than expected revenues and its subscriber numbers were impressive. This adds up to some WiMAX momentum, and it means that WiMAX may pose a credible alternative to LTE, particularly if operators either delay LTE to manage their migration costs or link the model too tightly to voice services rather than migratory data applications. For WiMAX, data applications are finding success.