From infonetics Research: Alvarion overtakes ALU, MOTO.
The report is pessimistic on the prospects of Mobile WiMAX for next 12 month:
With less cash available for network rollout — and possibly less spectrum being auctioned until the current financial crisis passes — WiMAX deployment will be inhibited for the next 12 months. Infonetics expects revenue growth to return to the overall WiMAX market in 2010, with growth being driven by mobile WiMAX, as a growing number of WiMAX networks are being rolled out based on 802.16e, even if initial services will be fixed CPE-based broadband. Market leader Alvarion’s migration of its customer base from fixed to mobile WiMAX is a prime example of the preference service providers are showing for mobile WiMAX,” said Richard Webb, wireless analyst for Infonetics Research.
I still believe ALU will announce today they are going out of the Mobile WiMAX Business, as I also believe many Tier 1 will wait for LTE.
These are also good news for Alvarion, as in the long run they will benefit from this slow down, as the Big players will go out of the market, leaving the Emerging Markets to Alvarion, Airspan, Redline,…