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DISH's intentions related to wireless are becoming clearer with its deal with regional wireless carrier nTelos to test a 50Mbps fixed wireless broadband service. DISH could use its spectrum along with that from CLWR (if successful in their acquisition bid) to develop a viable broadband platform. This would help DISH to remain competitive with other MVPDs that increasingly offer broadband packages that enable advanced services such as VOD, home monitoring, cloud storage, etc. This is in line with our belief that DISH will try to transition towards IPTV using its wireless infrastructure.
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In this column I address the third major consumer economic trend, moving from an ownership to a rental society. As with the prior two, this trend will first be prevalent primarily in the developed world and then spread globally in a decade or so.
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