—Silicon Valley Insider: “The big unknown: Who’s going to use Clear? The most obvious Clear subscribers are people who currently use slower, 3G laptop cards to connect to the Internet when they’re not in a wi-fi zone. More widespread adoption will take a while, as consumer electronics companies eventually build WiMax into a variety of cellphones and gadgets like portable videogame consoles, laptops, etc.”

—Julie Ask, analyst, Jupiter Research: “Google makes money from advertising - so more inventory at higher rates serves them well. Higher rates are plausible - if you add context (e.g., location) to search terms, you can charge more. Leading someone into the nearby auto dealership to buy a car is worth more than driving web traffic to gm.com. How much inventory can benefit from context including location? That’s an unknown, but likely a question Google can answer….competition for AT&T (NYSE: T) and Verizon?: “My first reaction is that I don’t believe they’ll feel threatened. The investments will certainly give Sprint a boost and make the likelihood of this network being built out higher. AT&T and Verizon (NYSE: VZ) are the market leaders in wireless as measured by number of subscribers - they are by definition less likely to take risks. Besides, they already have home (wired) + wireless plays….”