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April 29, 2005

The Shape of Future Consolidation

By Nancy Gohring

CNN/Money takes a look at which companies might profit from WiMax: While some of the facts in this story are a bit shaky, it generally does a nice job of looking at the risks and the potential of WiMax. I’ll be interested to watch how the vendor community changes over the next couple of years. As the article notes, some of the big vendors are reselling gear from the likes of Alvarion and Airspan. But what this author misses is that some of the same bigger vendors that are reselling such gear have already announced that they’ll make their own versions to comply with the mobile WiMax standard. In February, Alcatel, which resells Alvarion products, said it would work with Intel on the development of mobile WiMax equipment. Siemens, which resells Alvarion gear, also recently introduced its own line of WiMax products. But companies including Ericsson and Nokia which haven’t done much in the WiMax space will surely want to sell WiMax equipment so they could be potential buyers for the likes of Alvarion, Airspan, or any of the other many WiMax vendors.

Posted by nancyg at April 29, 2005 9:14 AM

Categories: competitive landscape

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