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It’s not quite clear yet how some of the cellular vendors will approach the WiMax market: Siemens recently said it would begin offering its own WiMax platform. Lucent and Alcatel will OEM Alvarion’s equipment. But other cellular vendors that have joined the WiMax Forum haven’t yet made announcements regarding their products, as Unstrung notes here. Peter Jarich of Current Analysis notes in the article that Siemens will have more to loose than Lucent and Alcatel if WiMax fails because it will have invested its own resources into developing the technology.
There’s a good chance we’ll see a lot of consolidation as it becomes clearer how WiMax will fare in the market. The cellular vendors who haven’t announced their strategies may also initially resell equipment made by companies such as Alvarion or Aperto. But once standardization kicks off and they get an indication of sales, if the going is good, they may start looking to buy the independent WiMax vendors. The interesting aspect of such consolidation is that some of the leading independent WiMax vendors may be fought after by the handful of cellular vendors that may be looking for a foothold in the market.
Posted by nancyg at February 21, 2005 2:09 PM
Categories: Vendor News
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