Thursday, December 16, 2010

Will 2011 Be Decisive for Clearwire?

Among the wireless issues to watch in 2011 is what happens with Clearwire. Though in principle the company could go bankrupt if it does not raise some billions of additional funding later in 2011, a more-reasonable bet might be some "change of control" event.

Clearwire could, in principle, be bought, merge with another firm or perhaps even become a firm without a full national footprint. The last option would be complicated, but might involve Clearwire selling off assets in markets it has not built, or finished building, to another firm that would finish the construction. That would seem the least likely of all outcomes, though.

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Why "AI" is Not Like the Internet or Dot-Com Bubble

For some of us, analogies between the internet bubble around the turn of the century and a potential AI bubble often emphasize excesses of i...