Many Wi-Fi Hotspot providers have come and gone in the last 3 years.

Mobilestar shut down in Sep 2001 after lighting up the first 300
Starbucks.  Their assets were picked up by VoiceStream, which was
subsequently acquired by Deutsche Telekom to form T-Mobile USA and
resulted in the T-Mobile Hotspot service.

AirWave, an Idealab! incubated venture, had 30 hotspots that were sold
to HereUare in early 2001 and rebranded Wi-Fi Metro.  HereUare, a
back-office Wi-Fi billing provider shut doors in mid 2002 and the Wi-Fi
Metro network was picked up by IKANO and rebranded Hotspotzz.

Joltage, not a hotspot operator per se, but more an access control
software and hosted back-office service provider, wound down in late
2002.

Sputnik, who entered the hotspot market with the intention of lighting
up locations soon changed their model to WLAN security and still operate
in that sector today.

Working Wild Networks built a solid regional network of hotspots in
Arizona and New Mexico, but quietly disappeared in mid 2003.

Toshiba's hotspot venture, SurfHere, claimed "3,000" hotspots in
September 2002.  But by early 2004 they had only actually connected 120
of them in real locations.  Having failed to gain the McDonald's
contact, competing agains Cometa Networks and Wayport, they announced
cessation of operations in the spring 2004 and a letter of intent to
pass the SurfHere network over to Cometa.

Cometa Networks, who had $40 million in VC funding from Intel, IBM,
AT&T, 3M and Apex, came from nowhere in late 2002 claiming that they
would have 20,000 hotspots up and running by end of 2003.  By early 2004
they had 150 hotspots up and running, mainly in Washington not including
their McDonald's trial locations.  Although they were set to take over
the Toshiba SurfHere network, they also lost out on the McDonald's deal
and withing weeks announced a cessation of operations, claiming an
inability to raise further funds.


Without a doubt the Wi-Fi industry has been heavily reviewed, speculated
upon, hyped and littered with casualties, some splendiferous in their
burnout.

Throughout all this though, some smaller independent hotspot operators
have kept their heads low, their belt tight and continued to operate
under a few simple assumptions: hotspots are a slow growth, low margin
business.  Success is bootstrapped.  

There is demand for commercial hotspots, but it is similar to the demand
for Internet kiosks.  It's not an easy business and it's not a goldmine.
Survival requires patience and a certain amount of humility.

We see a continuing trend towards lower cost hotspot access, mainly
driven by the plethora of free access.  But this trend is countered by
the millions of new Wi-Fi enabled laptop owners entering the market each
month.  Whether this increase in demand for Wi-Fi access will counter
the effects of price erosion remains to be seen.




-----Original Message-----
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Sent: Wednesday, June 23, 2004 5:11 PM
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Subject: [SOCALWUG] WiFi sales a challenge


http://www.azcentral.com/arizonarepublic/business/articles/0623wifi23.ht
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