Different target markets - similar business model

Associate Press put out a good story on our competitor, Towerstream - wireless links give businesses an option

It talks about how they target business customers requiring high-capacity circuits, and describes their strategy as "getting rooftop rights on tall buildings, set up antennas, and start calling all the offices it can see".

While there are similarities between what we do (i.e. targeting high-cap business customers, where higher revenues cover equipment costs), there are also a couple of major differences.

Towerstream focuses on major metropolitan markets (e.g. New York, Chicago, Los Angeles, etc.), whereas NextPhase focuses on secondary and tertiary markets, with our rationale being that there is less competition / more demand in these markets, with lower costs for roof rights, etc. Also, instead of relying on large sales teams to win new customers, our strategy is to identify markets that we wish to enter, acquire traditional wireline B2B ISPs in those markets, and then proceed to overlay a wireless footprint and migrate those customers.

Why am I comfortable talking about a competitor. Because our real competitors are the incumbent telcos, who currently offer business customers few options between a 1.5Mbps T-1 and a 45Mbps DS-3. That is the target market for NextPhase and Towerstream, and right now, it's more than big enough for both of us.