The GSM Association, a worldwide trade body made up of GSM wireless carriers, told mobile news that 4G LTE wireless will reach 100 Mbps. They are apparently in a provocative mood too, because not only do they claim 4G LTE will reach 100 Mbps, but will do so before wireline FTTH networks do so commercially. Dan Warren, GSMA director of technology tells mobile news, "Tests show LTE can produce speeds up to 186 Mbps, but obviously you never get the top speed and they vary with distance from the base station and interference.” These comments were placed in the context of European and Asian markets, but if they are indeed more than just boastful claims, competitive implications will surely be felt worldwide. Wireline broadband carriers will have some time to perfect their competitive response. Even by the GSM Association’s eternally optimistic timelines, we likely won’t see these type speeds until 2012 in Europe, and even later in the U.S.

AT&T gave a glimpse into their 4G strategy, announcing they will use their considerable 700 MHz spectrum holdings for forthcoming long term evolution (LTE) technology. It’s the clearest direction AT&T has given to date about their long term 4G plans. AT&T says its 700 MHz spectrum will cover 100 percent of the top 200 markets and 87 percent of the U.S. population, “enabling the company to better compete in a vibrant and dynamic marketplace.” RCR Wireless is reporting that AT&T will also supplement its 700 MHz spectrum with AWS spectrum they acquired in a 2006 FCC auction.

In other 4G news, Sprint announced a delay in their 4G WiMAX plans. Xohm, Sprint’s identified WiMAX brand, will not launch in April as had been previously discussed. Sprint executives continue to publicly support Xohm, and promise it will soon be a reality. Verizon Wireless is expected to announce their 700 MHz plans soon. They have previously committed to LTE, but they will offer more details on their 700 MHz plans on April 4th. All of this talk of LTE and 4G by AT&T and Verizon should put pressure on their cable MSO competitors to outline their 4G wireless strategy. Will they go it alone with their own AWS spectrum, or will the rumors of a WiMAX joint venture with Sprint come true. With LTE research and development efforts providing wireless 100 Mbps speeds, one would have to conclude that the cable industry can’t afford to sit 4G out, as they have with the first three generations of wireless.

There is speculation fueled by a Wall Street Journal article (subscription required) that Sprint and Clearwire have resumed negotiations to jointly build a nationwide WiMAX network. Of course the issue with this is money. It costs a heck of a lot of it to bring a new technology like WiMAX to market. Clearwire is not big enough to do it alone, and Sprint investors don’t have the stomach for it, considering the debacle caused by the Sprint-Nextel merger.

The Wall Street Journal reports that Intel, Google, and Best Buy have joined the discussions as possible investors. Makes logical sense for all of them – they all stand to gain should a WiMAX a nationwide network prosper. It is a risky proposition considering the other 4G alternatives that are out there, namely LTE, which both Verizon and AT&T have hitched their wagon to. WiMAX has at least one advantage if all of these identified players get there act together and get moving. WiMAX could conceivably get a head start on LTE, and Sprint might be able to get some of their “mojo” back. They’ll need it to compete over the long term with Verizon, AT&T, and even T-Mobile. Right now, they’re looking like a wounded fish in a tank full of sharks.

The migration to 4G wireless is in full swing. Verizon Wireless has announced their decision to adopt Long Term Evolution (LTE) as their 4G standard. By selecting LTE, Verizon joins their corporate partner Vodaphone who also has announced they intend to pursue the same 4G strategy. Both Verizon and Vodaphone plan to start trialing LTE in 2008. AT&T has hinted they may pursue a LTE strategy as well. Sprint has selected WiMAX, branded as Xohm, for their 4G migration. LTE is being developed by the third generation partnership project (3GPP), a global wireless standards body. The move to 4G promises to bring a true broadband experience to the wireless lifestyle, far surpassing today’s current broadband wireless services experienced through technologies like EV-DO. In theory, LTE is thought to be able to offer 100 Mbps wirelessly, although when it’s brought to market, actual broadband speeds are expected to be significantly lower.

The move illustrates the commitment of carriers to embrace broadband wireless as the future of telecom. The competitive implications are numerous. When 4G comes into prime time, it will certainly pressure wireline broadband (DSL, Cable Modem, etc.) in much the same way wireless voice puts pressure on wireline telephony today. Many subscribers may choose to ditch wireline altogether, choosing 4G for both their broadband and voice needs. Wireline’s saving grace may be video, but that might even be in jeopardy in a true 4G world. Additionally, you have to wonder where cable fits in a 4G world. Cable is already significantly behind telecom in the context of wireless. Meanwhile, developments like this one appear to increase telecom’s lead. Unless cable concedes the wireless business to their telecom competitors, which seems unlikely, they will have to step up their wireless game. Quickly. In fact, I don’t see how cable can build this type of wireless strategy organically. I think acquisition has to be in the forefront of their wireless strategic plan. Otherwise, they will be in constant catch up mode. In today’s rapidly evolving telecom landscape, constantly playing catch up could prove deadly.