Listening tearfully to the strains of “Aloha Oe”
All of which is terribly interesting, of course, but what makes it a real head nodder from the China perspective is when you consider the following:
• It’s no secret that News Corporation has long held designs on China, and that it’s recent strategic shift in the PRC is away from broadcast and toward broadband – in particular, wireless broadband – a deal secured by becoming partners with China Mobile in Phoenix TV.
• Clearwire and Craig McCaw also have ambitions in China of no less intensity than Rupert Murdoch’s.
• Clearwire will, in all likelihood, not get a license to operate is WiMax services in China as a carrier.
A match-up between Clearwire, News Corporation, and China Mobile, on the other hand, would have extremely interesting possibilities.
• Clearwire has technology but needs an operator partner in China and, probably, some content.
• News Corporation has content and an operator partner but needs new channels and thus new technologies.
• China Mobile has customers and serious political pull, but needs both technology and content to build an unassailable position for itself as G rolls out in China. As Fons points out quite correctly, it sure doesn’t seem to be going anywhere in its global expansion efforts.
The call in the Hutong: if NewsCorp signs a deal with Clearwire in the USA, the next jump for the partnership (after side deals involving Canada and Australia) will be China.