To view this week's newsletter online
http://www.4gtrends.com/emailblasts/4GTrends-051210.html
May 12, 2010: 4G TRENDS WEEKLY NEWSLETTER
Buying for a 4G future
THIS WEEK'S FEATURED ARTICLES:
- Wireless LAN Market Stays Hot, Aruba Moves Outdoors
- Three reasons why HP is buying Palm
- New markets will be key for pressurized European carriers
4G TRENDS FEATURE:
WIRELESS LAN MARKET STAYS HOT, ARUBA MOVES OUTDOORS
By Zeus Kerravala, Distinguished Research Fellow, Yankee Group
This has been a busy year for the wireless LAN (WLAN) market with several
vendors making major moves to jockey for leadership in an increasingly crowded
market. The year started off with the IPO of Meru Networks. This gives some
much needed credibility and capital to a company that has been struggling over
the past few years. Time will tell whether Meru can maintain the momentum from
the IPO but it has a punchers chance now.
Interop rolled around in May and saw Cisco release its “Clean Air” wireless
portfolio. Clean air allows the Cisco wireless solution to continually scan
the “air quality” by looking for things (microwave, camera interference, etc)
that can interfere with the WLAN operations. The solution then automatically
adjusts the configuration to ensure optimum performance. Clean air is a
significant release for Cisco as this is the best competitive feature Cisco has
had outside of its integration with the wired network.
Interop also saw long time, but recently forgotten about network vendor Nortel
release it’s own WLAN portfolio. Of course this was released under the name
Avaya, who acquired the Nortel enterprise business last year, but the
technology was all Nortel and is optimized to run on a Nortel switched network.
Despite the rapid share loss Nortel saw over the past five years, the install
base of Nortel switches is huge, about 10% of the overall install base by our
estimates.
Continue Reading…
http://4gtrends.com/?p=3582
MOBILE INTERNET TRENDS:
THREE REASONS WHY HP IS BUYING PALM
By Carl Howe, Director, Yankee Group
HP’s announcement that it is acquiring Palm for $1.4 billion ($1.2 billion
after factoring in Palm’s cash and debt) isn’t the most obvious deal in the
world. But it does offer something for, if not everyone, at least three major
players:
1. Palm gets an attractive exit. The version 1 Palm Pre and Pixi had the
unfortunate luck of being launched against the iPhone 3GS and a plethora of
second generation Google Android phones. Palm needs patient development money
to reach the point where it is as mature as those platforms, and patience is
not a virtue most venture capitalists boast. This deal lets Palm’s investors
recoup most of their money, and Palm gets to refine its software.
Continue Reading…
http://4gtrends.com/?p=3589
WIMAX TRENDS:
INDIAN 3G BUBBLE WILL HAVE KNOCK-ON EFFECT ON BWA AUCTION
By Caroline Gabriel, Contributing Editor, 4G Trends
The benefit of being an operator in a country that came late to 3G was supposed
to be learning from the mistakes of others. So why is the Indian 3G auction
bringing back such powerful memories of similar processes in western Europe a
decade ago, when carriers dramatically overpaid for spectrum and then spent
years scrabbling for a return on their huge outlay? Bidding for national 3G
licenses crossed the $3bn (INR134.74bn) mark on Monday, the twenty-sixth day of
India’s auction, prompting fears that operators were creating a new 3G bubble -
in a country where mobile tariffs are the lowest in the world.
Continue Reading…
http://4gtrends.com/?p=3595
UPCOMING EVENTS:
STAY AHEAD OF THE INDUSTRY - KEEP CURRENT
Evolving Service Provider Business Models
Webinar: Tuesday, May 25, 2010
11:00 AM - 12:00 PM EDT
Learn More
https://www2.gotomeeting.com/register/647887403
If you no longer wish to receive these emails, go to the following link to
unsubscribe:
http://web.yankeegroup.com/lp/yankeegroup/UnsubscribePage.html?mkt_unsubscribe=1&mkt_tok=3RkMMJWWfF9wsRonu6rPZKXonjHpfsX66OUvWKag38431UFwdcjKPmjr1YEI.
