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The
WLAN marketplace was busy in 2004. Several startups merged or passed away
while the industry's giant, Cisco Systems, and its consumer-oriented
subsidiary, Linksys, have been busy consolidating their market share.
Despite the growth of Cisco and Linksys, the WiFi industry is still
dynamic and this industry will see even more change in 2005.
The selection process for the 2005 Fierce 15 was not easy. There were
many companies to choose from, and many fine products caught my eye. This
year's list should be taken as indicator of trends and developments in the
WLAN market. In this spirit, I have selected companies which offer
solutions and products addressing the following areas: Network
infrastructure and architecture; orienting silicon toward WLAN
infrastructure applications; intelligent APs, or thin APs with intelligent
switches; extending the range of existing WiFi technologies; network
performance optimization; network security; and roaming between WiFi and
cellular networks.
I also took note of companies addressing more general needs: allowing
communication among various protocols (WiFi, RFID, GPS); helping WiFi
hotspot operators make money; and companies active in two emerging
technologies -- Ultrawideband and RFID.
So without further comment, here is this year's FierceWiFi Fierce 15.
Keep your eye on them. These companies are the future of this industry.
-
Ben Frankel
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AeroScout
San Mateo, CA
www.aeroscout.com
Why It's Fierce: AeroScout develops innovative positioning
technologies for short-range wireless devices. The company's solutions
enable connectivity between Bluetooth and 802.11 devices. The AeroScout
WLAN location system enables outdoor and indoor location-based
applications and bridges the gap between WiFi, RFID, and GPS. In early
May, AeroScout and Airespace announced that Airespace will integrate the
AeroScout active WLAN RFID tag with Airespace's Wireless Location services
(AWLS) package. The addition of an active 802.11 RFID transceiver to
Airespace's platform would allow for a complete end-to-end location
tracking system, providing businesses with more powerful inventory
management, auditing, and security capabilities. The company most recently
raised $5.7 million in second round funding in February 2004.
What to look for: The AeroScout/Airespace collaboration aims to ride
the wave of RFID popularity, and there is every reason to believe that the
two companies have it right. Expect Aeroscout to offer more RFID
applications to expand the usability and appeal of its solutions. |
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Airespace
San Jose, CA
www.airespace.com
Why It's Fierce: As WLANs move more aggressively into the
enterprise, the management and security of large networks with numerous
access points becomes a more pressing issue. The company's enterprise WLAN
platform has won many awards, including honors from Network Computing and
Network World. Airespace has also jumped on the RFID bandwagon and offers a Wireless Location Services (AWLS) product suite, which combines
location services with active 802.11 RFID tagging to allow IT staff to
track and monitor mobile devices for asset management and resource
accounting.
What to look for: Airespace is eyeing new markets such as mesh
networking. Also look for the company to continue to expand its sales
channels by partnering with major systems integrators. Expect the company
to increase its presence in branch office systems, creating products to
link APs with larger central switches installed on enterprise networks. |
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Airgo
Networks
Palo Alto, CA
www.airgonetworks.com
Why It's Fierce: The growing importance of WLANs in the
enterprise also means that these networks carry an ever larger and
heavier amount of traffic. Airgo's innovative technology, known as
multiple-in, multiple-out -- or MIMO -- takes advantage of computing power
to send a number of signals from closely spaced antennas, in the process
squeezing and transmitting out more data than conventional wireless. Airgo
is thus on the forefront of the shift to smart antennas, an approach now
mimicked throughout the wireless networking world. MIMO technology has
other applications besides computer communications: it is ideal for very
high-speed wireless such as data connections for HDTV television sets and
other home appliances. Airgo has to date raised a total of $52 million in
venture capital.
What to look for: Airgo's MIMO antennas are perfectly suited for
heavy enterprise and home-entertainment wireless traffic. The
specifications of the forthcoming 802.11n are still being debated, but the
two major proposals for the standard have one thing in common: MIMO
technology. Expect Airgo's technology to become even more prevalent as
802.11n is ratified and as home networking proliferates. |
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Alien
Technology
Morgan Hill, CA
www.alientechnology.com
Why It's Fierce: Thanks in part to Wal-Mart and the US
Department of Defense, the RFID market is growing by leaps and bounds.
Alien Technology intends to cash in on this trend with its innovative RFID
tags. The company uses Fluidic Self Assembly (FSA), a patented
manufacturing process, to create EPC class 1 tags and readers, which
are currently used in a variety of applications, including supply chain
management, logistics operations, and anti-counterfeiting. In April 2004,
the company raised $18 million in its latest round of financing. Alien
Technology is now working with Manhattan Associates and Microsoft to offer RFID-in-a-box solution.
What to look for: Thanks to the company's innovative technology
and partnerships, Alien Technology is poised for success in an RFID-hungry
market. |
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Aruba Wireless Networks
San Jose, CA
www.arubanetworks.com
Why It's Fierce: Aruba operates at the key
intersection of two of the fastest growing technology markets: wireless
and security. The company is credited with developing the industry's first
modular WiFi switching system -- in fact, some have said that Aruba's
centralized wireless security system pioneered the concept of WLAN
switching. The company's WiFi switching system offers comprehensive
security which provides physical (RF) layer security, data encryption,
VPNs, and user firewalls which protect users from other users. One example
of the regard with which Aruba's security features are held: The US
National Nuclear Security Administration's (NNSA) Sandia National
Laboratories has chosen Aruba's centralized security and WLAN management
system to build a wireless network to service hundreds of simultaneous
wireless users spread throughout the lab's large Albuquerque, New Mexico, campus. The
system will provide Sandia with rogue AP detection and destruction, AP and
station impersonation detection and prevention, ad hoc network protection,
AP DoS protection, and protection against other wireless attacks such as
man-in-the middle and MAC spoofing. Aruba has received $32 million in two
rounds of venture funding.
What to look for: WLAN switch ports showed impressive growth in
2004. This growth is expected to continue in the double digits annually
through 2007. Aruba is poised to cash in on this growth better than most
of its competitors. |
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Azaire Networks
Santa Clara, CA
www.azairenet.com
Why It's Fierce: Few trends have gathered momentum as quickly
as the convergence of WiFi and cellular networks. The demand for
convergence means a demand for mobile broadband solutions which combines
the mobility of cellular networks with the bandwidth of IP-based networks.
We are impressed with Azaire's WiFi/cellular convergence solution. The
company's Converged Network Platform (CNP) integrates onto a carrier's
existing network in a fast, non-intrusive fashion to provide in-demand
features such as multi-authentication, integrated billing, and secure
roaming. It delivers common data services and provides end users with a
unified user interface. Several carriers around the world have already
implemented Azaire's solution, among them Rogers Wireless (Canada's largest GSM operator), Mobilkom Austria, and GoMobile, one of
Malta's mobile operators. Other carriers are now testing the platform.
Investors also show confidence in the company: last month it closed $9
million in second round financing.
What to look for: The demand for seamless convergence will
grow next year. Expect more carriers to adopt Azaire's CNP as their
preferred way to integrate WiFi offerings with their cellular networks. |
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Bandspeed
Austin, TX
www.bandspeed.com
Why It's Fierce: 802.11 WLAN technologies have many advantages,
but range is not one of them. Bandspeed has developed the world's first
wireless solution enabling deployment of spatial division multiple access
(SDMA) sectorized switching inside 802.11a, b, and g WLAN APs. Bandspeed's
Gypsy APs can support an area and capacity equivalent to six 802.11 APs in
capacity mode, and provide up to 36 times the coverage of conventional APs
in range mode. Bandspeed has also developed a technology which
automatically adapts radio profiles to the surrounding RF environment. The
company's WLAN switch architecture thus allows the deployment of
multi-node networks which exceed the performance capabilities of more
traditional WLANs.
What to look for: Bandspeed's SDMA components and software
support its AP System-on-a-Chip (AP SOC) IC products. These
products are ideally suited for applications such as Voice-over-WiFi and
similar applications which are capacity and latency sensitive. As VoIP --
and wireless VoIP -- become more popular, Bandspeed's technology will
prove very useful. Also expect Bandspeed to play a major role in cognitive
radio (CR), a technology that the FCC is trying to promote. |
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Clearwire
Kirkland, WA
www.clearwire.com
Why It's Fierce: Clearwire was created by wireless pioneer Craig
McCaw. Clearwire's solution uses a wireless modem which can be plugged
into a desktop computer, a laptop, or a local network. A month ago Intel
and Clearwire announced they would partner to develop and install WiMax-based
networks. The new partnership is a significant validation for the growing
WiMax industry, as Intel's commitment to WiMax would benefit the
technology in the same way Intel has contributed to the growth of WiFi.
McCaw's Clearwire is ready to ride Intel's WiMax marketing blitz as it
tries to prove that WiMax will allow it do what other broadband wireless
technologies have not: take off with the consumer market.
What to look for: McCaw already owns significant wireless
spectrum across the US and is deploying fixed-wireless
broadband similar to WiMax in parts of Mexico and Canada. Clearwire
recently debuted its service in Jacksonville, Florida. Expect Clearwire to
offer its services in additional areas in the US, as well as in
other countries. McCaw's endorsement of Intel's WiMax technology could
bring significant new competition to both the wireless and landline data
markets. |
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Fortress Technologies
Oldsmar, FL
www.fortresstech.com
Why It's Fierce: Fortress Technologies has been providing
high-level security solutions since 1997, when it released NetFortress
Classic, a plug-and-play VPN solution. Fortress' AirFortress security
product was the first to meet the US government's stringent standards
for wireless network security, and is certified by the National Institute of
Standards and Technologies (NIST) and the Department of Defense. Indeed,
Fortress already has provided about 7,000 of its AirFortress Wireless
Security Gateways to the Army for use with WLANs. The devices use
FIPS-140-2-approved Triple-DES and AES encryption. Fortress has recently
signed a technology partnership for joint solutions with Ascentry
Technologies. Fortress will provide network security for Ascentry's
interoperable wireless communications system which allows secure
communications between emergency responders.
What to look for: Fortress is perfectly situated to exploit the
growing need for wireless security. Fortress recently acquired technology
and assets from the defunct switch-maker Legra Systems. Expect Fortress to
deliver models of the AirFortress product line that include the acquired
technology designs and Legra's switching innovations, offering customers a
combination of wireless switches merged with high-assurance security (FIPS
140-2 encryption plus Three Factor Authentication) and policy enforcement
capabilities.
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GlobeRanger
Richardson, TX
www.globeranger.com
Why It's Fierce: While there are plenty of vendors providing
RFID scanners and wireless tags, many large businesses are grappling with
the problem of managing all these devices. GlobeRanger provides a
software middleware solution designed to address the problems of managing
a network of RFID tags and scanners. The company's solution, iMotion,
allows enterprises to integrate new RFID systems into their existing
supply chain management infrastructure. The company has raised $22 million
to date and has forged key agreements with leading resellers including the
epcSTARS Alliance and Manhattan Associates. GlobeRanger will be at the
forefront of the RFID revolution as the US government, enterprises, and
key vertical markets continue to adopt this technology.
What to look for: Look for GlobeRanger to sign on more reseller
partners and forge partnerships with leading IT integrators. |
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Propagate
Networks
Acton, MA
www.propagatenet.com
Why It's Fierce: Propagate Networks is trying to
solve one of the most persistent problems facing WiFi users: radio
frequency interference. The company's answer is AutoCell, a layer of
control code designed to make WiFi automatic at the RF level. When
AutoCell-equipped APs are deployed, they scan or "listen" to the
environment to identify interference and other networks, and then
automatically tune to the most quiet channel. After doing that, the APs
adjust their power up or down so as to minimize interference and, if
AutoCell is loaded on the client radios, tune those optimally as well.
Finally, when everything is connected, AutoCell balances the load of
traffic across APs, significantly improving network performance. To date,
Propagate has raised about $14 million in venture funding. The company has
recently convinced Chantry Networks, Bluesocket, ReefEdge, and Netgear to
adopt its technology, which is still in the beta phase. Others will likely
follow suit.
What to look for: The frequency problems Propagate Networks
solves are only likely to increase in volume and severity as the number of
wireless devices increases and demands for wireless connectivity climb.
Expect the company to convince enough of the important WLAN players to
adopt its technology so that deploying and managing -- let alone using -- WLANs will get much simpler. |
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Pulse~LINK
Carlsbad, CA
www.pulse-link.net
Why It's Fierce: Ultrawideband promised to change the WPAN and
home media markets. Pulse~LINK owns a growing body of more than 200 issued
and pending patents covering UWB wireless and wired communications
technology. The company is moving across a wide swath of the UWB front,
pursuing UWB communications applications in areas such as WLANs, but also over wired media such as cable television. In September 2004, Pulse~LINK demonstrated its RF ASIC capable of simultaneous transmission
of UWB communications across several platforms, inluding: 750 MHz cable
television networks, electrical wiring, WiFi, and Bluetooth. All of these
were demonstrated in simultaneous operation from a single chip. Pulse~LINK
recently concluded a $30 million Series D funding round.
What to look for: UWB will reach the market toward the middle of
the year, and the pace will steadily increase thereafter in conjunction
with the growing trend toward networked homes. Expect the company's
technology to be incorporated into many home networking appliances.
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ReefEdge Networks
Fort Lee, NJ
www.reefedge.com
Why It's Fierce: Any enterprise faces communication challenges,
but those enterprises operating in geographically dispersed locations face
additional problems. These locations vary by size, business function, and
wireless connectivity requirements, and they may also include a variety of
legacy wireless devices, wireless clients, APs, and switches. ReefEdge's
technology gives enterprises a multi-site WLAN platform capable of
centralized configuration, monitoring, and RF management of remote
locations. The company's solution also supports security and ongoing
operations of the remote sites despite the cost and potential instability
of the WLAN links. ReefEdge's attention to the problems of multi-site
enterprises already gives it a specialty niche where demand is likely to
grow.
What to look for: Expect ReefEdge's solutions to be adopted by more
and more enterprises with multi-site management needs.
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Staccato Communications
San Diego
www.staccatocommunications.com
Why It's Fierce: Staccato Communications is
leading the industry's development of the first all-CMOS, single-chip UWB
silicon. The company's technology promises to deliver low-cost,
high-data-rate wireless connectivity for emerging wireless USB and
wireless 1394 applications. Staccato is an energetic company: it has
agreed with NEC Electronic to jointly develop 480 Mbps wireless UWB
products, and has strategic partnerships with Samsung and Intel. The company
is a leading member of the Multiband OFDM Alliance (MBOA) Special Interest
Group (SIG). The company has to date raised a total $27.5 million in
funding.
What to look for: Despite the standards bottleneck in the IEEE,
companies
will bring UWB to market in 2005. Staccato's
technology will be in many of these early UWB products.
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Tatara Systems
Acton, MA
www.tatarasystems.com
Why It's Fierce: Tatara's public WLAN system might help the
hotspot sector finally make some money. The company's WiFi Service
Delivery Platform allows retail and wholesale service providers such as
mobile operators, wireline carriers, aggregators, ISPs, and cable
operators to support roaming relationships without sacrificing security,
control, advanced capabilities, or profitability. The solution allows
access to critical WiFi service data such as usage and performance
information (information is collected even while customers are roaming on partners' networks). The company also offers SIM-based authentication,
roaming, and service delivery solutions for both aggregators and GSM
operators. This information helps hotspot
operators tweak and recalibrate their business model -- or roaming
agreements -- and improves their chances of success in a tough market.
What to look for: Tatara's architecture gives service providers
control over services, usage, network quality, and security using one
centralized platform. Watch for large service providers and mobile
operators to select Tatara to provide components for WiFi roaming and
mobile convergence.
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FierceWiFi
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