In order to make that happen, there are challenges. Clearly, carriers have to operate on enterprise sensitivities. Nortel can drive 4G because Nortel already has a multibillion [dollar] carrier business and a multibillion-dollar enterprise business, and we understand the two of them. Clearly, for enterprises to extend their applications out into the carrier network cloud, the cost has to be right -- such as the cost for outfitting everybody in your mobile organization with data services. So $100 a month per mobile worker isn't going to work.

We also understand that you can connect machines to the network, with a machine-to-machine interface, because it will be more cost-effective with 4G. So, the idea of telematics coming from your truck fleet works. Today over cellular, it's very expensive. Imagine instead you have WiMax connectivity in every vehicle and that vehicle provides high-speed connections over this broadband wireless network. So you can have real-time telemetry from your trucks. If you are an insurance adjuster, you can stream video back to somebody to look at a car that's been in an accident.

Well the insurance adjuster sending back wireless data has been around a while, so what's new here? It's been out there as an idea, until you start to calculate today's cost with EV-DO wireless. People rarely ask what the cost is, and it's probably $100 a whack (per user per month) to send the data wirelessly. That's pretty expensive per insurance adjuster. And ask yourself, If this idea is so great, why aren't all the insurance companies doing it? What we've found is that the other ones are facing an economic barrier.

And maybe wireless network coverage is poor? The cost is too high, but more importantly, the coverage of these wireless networks is not comprehensive. 4G is cheaper access, but also cheaper infrastructure, which can give you a broader coverage area. It's Metcalfe's Law, which says the value of a network is equal to the square of the connected users. I happen to believe in that. I'm excited about 4G and WiMax because it might drive more subscribers to a bigger network, bringing in more nonsubscribers.

To clarify, WiMax is licensed spectrum that you get through a carrier? You couldn't do this as an insurance company or other enterprise on your own. It is licensed spectrum you get through a carrier. Sprint says it will have 100 million people covered in a year or so with WiMax, which is pretty dramatic. 4G to Nortel is not about any one wireless technology, because there will be wireless mesh, Wi-Fi, outdoor Wi-Fi and WiMax. They will interact through gateways.