Tipped by the independent 2/01/2004

........."And so to our traditional "wild card". Pipex Communications, formerly known as GX Networks, is a telecoms company created by one of the entrepreneurs behind Ukbetting, Peter Dubens. It has been assembled from six smaller players. The ambitious company is generating cash for the first time but is still not widely followed in the City. It could be an undiscovered gem".

Courtesty Tradx from the other side

Should any underestimate the bandwagon that is now wi-max as a global influence then you only have to search the web for news on wi-max to understand what the implications are...

wi-max will be on-board as an embedded device in laptops based on an intel chipset from end of q4 or early q1 2007...the same will be true of hand-held devices shortly thereafter. So instead of buying a 3G add in card for your laptop or device as you have to today to achieve true portability and 'always/sometimes' on connections you will have the facility 'embedded' - all you have to do then is take out a subscription contract with a wi-max service provider.....hmmm, I wonder how many there are in the UK??!! LOL!!

And of course at that point battery time for a laptop will be not far short of mobile phone capabilities...and so anyone delivering VOIP via SIP will win big time...

Of course there will be competition in the form of 3G.....but, you pays your money and make your choice.

The significance of this first step is enormous - the value of this 'hidden' asset has simply not been factored in by the analysts - when it is (And it will be) then the re-valuation here will be extremely robust..

There are only two providers this makes it a high value target for anyone that can see value before the private equity vulture boys take pxc out, and imho they are looking very very closely!

all of course imho!

And another one, to somebody who doubted the benefits of wimax

If you cannot see why wi-max has the potential to change the broadband connectivity landscape then I suggest you re-visit all of the published material in regard to wi-max. Convergence with '4G' may or may not happen.

I would also ask you to factor in and properly consider the effect of Intel. Intel, have done, and still do enable and make new technology markets, and true mobility is one of their prime infrastructure goals; they will enable this market, just as they did with wi-fi.

Pipexs' announcement about a tie-up with Intel shows that they have already forged a direct relationship, that in it self should make it's competitors think very carefully about what they are going to be confronted with in due course.

Wi-fi chips are now embedded in almost all new decent laptops, exactly as will be the case with wi-max, the frustration of 'mobile' solutions is just that; extremely frustrating and with poor QOS.

BT have tested and made work wi-max upto 50Kilometres; the costs of deployment are in relative terms to other technologies such as 3G (and the new '4G') cheap...There is a reason for BT's blue phone, an dit is the same reason that BT re-entered the mobile market. What we are seeing is only the beginning of a maasive IP/mobile future that they are betting the companies future on.

The cost of enabling a roll-out by Intel Capital and other interested partners and players would be easily met. Pipex are one of two with a national licence, which could make a single sign-up with no need to roam a massive plus point.

BT have recently announced they are slowing their SDSL upgrades through lack of demand as the solution is so expensive...there is method in this madness, as there always is with BT...

Pipex are at least in the game - whereas their competitors are nowhere...

let's see how this unfolds.

Stratford-on-Avon joins the WiMax world
Voice over WiMax comes to the Midlands

By Jo Best - Silicon.com

Published: Wednesday 24 August 2005

Another area of the UK is set to get a taste of WiMax this year - the Midlands will be the next region to trial the long-range wireless broadband technology, it has emerged.

The six-month pilot will be run by ISP Pipex with kit from Airspan in Stratford-on-Avon. The pair are hoping the experiment will give them a better idea of which services and equipment work best with WiMax connectivity.

The trial will be broken down into two phases. The first phase will see the companies carrying out technical service tests, the second will involve 20 to 50 users undertaking residential trials of the WiMax service.

The two companies will also be using the trial to examine consumer reaction to the WiMax technology. Users will be expected to install their own modem and will be able to route their voice calls over the WiMax connection.

Should all go to plan with the Stratford-on-Avon project, Pipex and Airspan will start to look at new uses for WiMax, including using the technology with laptop data cards and landline and mobile handsets. An Airspan spokesman said no timeframe is set for the next phase of the project.

The Midlands rollout will create the second WiMax network in England. The first, set up by Telabria, was piloted in the Canterbury area earlier this year.

Telabria announced today that the company has secured more than 1m of funding, which the company will use to expand its WiMax offerings for southeast England.

Checked out the article Niels...

I have issue with this line at the end...

"I think the key issue there is for WiMax to rationalize itself with cellular standards somehow, and I think if that works out it will be fairly big," Crupi says."

Disagree....once we have "IP in the Air" so to speak then the is one standard....IP...IP for voice and IP for Data. SO..?

Also....us humans want ever increasing amounts of information where we are at any time.....so....WiMax is the answer is it not?.......I don't care about Intel and all the others we need to keep focused on what it means for Pipex in providing the ISP aspects. i.e. cost effective, 100% reliable, flexible connectivity.
With Telebria and Pipex head to head testing WiMax in the UK...then its who gets there first with the QOS and gets the customers signing up.

Who will sign up......I'm at the fron of the queue. :-)

Now lets dream of the future...
I'm sitting in my car and I want to access the internet as I would at home.
I flick down a 7" LCD, pull out a bluetooth tiny keyboard and access Internet Browser to surf at instanenous speeds.

OR

I have a handheld and I'm sitting in the middle of London lost.. I simply bring up a map of London and with GPS enabled helps me...

OR

I wish to catch up on email, my intranet, remote access to my business, home etc...all from laptop, handheld or other device....but with little or NO latency.

Not only that what about Sykpe! All communication methods coming over one standard.

Bandwidth is everything right now and the future. Most other european countries have 6 and 8 MB to homes and business and greater.

The UK needs to get on with it!

Views?

To add:

Timeline for us as investors....well....perhaps 1 year of testing and another year for revenue to hit the bottom line.....what do you think?

You'll have pulled into a lay-by of course.

Andrew, yes the more I look the better it gets. I just don't want to wear blinkers like the YOO guys. :)

Airspan is a $5 company on the Nasdaq so hopefully they are a good company to get into bed with. Not had much to do with their products.

What do we know of Telebria, are they a thorn where Pipex are concerned?

If there are only 2 licences...how many forthcoming?

Whats BT and C&W up to?

I very keen to see next set of annual accounts. This stock will be a steady up and onwards and may well be a 2 to 3 yearer!

Someone selling?

10m dumped

more to come?

thought it was only worth about half a % of total shares on issue.

Found this recent talk by Otellini from Intel:

Video on WiMax and Intel plans

Now, does any of you know if the Pipex license allows for "cell handover"?

Another 11m dumped.

Looks like it may have been a buy. the price dropped. Interesting?

Results due soon

yep, 8th sept results day. i'm out for the time being tho. will read the results on thurs and see.

Very interesting

http://www.theregister.co.uk/2005/08/30/pipex_wimax_trial/

Good article Troy. Well spotted.

I just think its up to Pipex in getting a useable product out as soon as!

Will wimax compete with what the cellular people will provide or will it replace it???
Maybe thats why the mobile phone carriers are being aggressive defensive over Wimax rollouts and looking perhaps at ensuring WiMax is used in a bandwidth which is not so good. Not sure if I fully understanding the technologies being used here.

However, Independent comment points at this WiMax stuff being good to excellent for Pipex.

The key question here is "cell handover"; this is not permitted in some European licenses making WiMax a non starter as a competition to truly mobile devices in Germany and France. There's also the minor problem that it only works at less than 100 Km/h.

Niels...

Is that speed your referring to or celluar coverage?

I think you write about "Cell Handover" for true nomadic connectivity.
How do we find that out for sure?