& cplSiteName &

Airespace Creates Turbulence

Light Reading
News Analysis
Light Reading

In the wake of Cisco Systems Inc.'s (Nasdaq: CSCO) planned $450 million acquisition of wireless LAN switch firm Airespace Inc., the startup's closest rivals -- Aruba Wireless Networks and Trapeze Networks Inc. -- are rumored to be in a "horse race" to partner up or maybe even find a buyer, according to sources.

Aruba is being linked with networking giant Juniper Networks Inc. (Nasdaq: JNPR) by some. One source even tells Unstrung that Juniper has made an offer of $210 million for the firm, but that Aruba is looking for more moolah than that.

Juniper hasn't yet returned calls for comment.

Analysts have long wondered about Juniper's corporate wireless LAN strategy, especially following the firm's acquisition of enterprise security firm NetScreen. Aruba could actually prove to be a complementary buy in this sector, with its increasing focus on wired and wireless enterprise network security (see Juniper's Wireless Hole).

But Aruba's flambuoyant communications director, David Callisch, refused to comment on the rumor, except to say that the firm isn't plotting "an acquisition-based exit strategy." Another source says that Aruba is currently casting its net wide for potential technology partners. "I'm hearing they're all over town right now," says a source.

Airespace's current lineup of OEM partners could turn out to be lucrative bedfellows for either Aruba or Trapeze, especially now that Cisco's acquisition has helped to put a dollar value on the market. Airespace has said that the deals with Alcatel SA (NYSE: ALA; Paris: CGEP:PA), NEC Corp. (Nasdaq: NIPNY; Tokyo: 6701), and Nortel Networks Ltd. (NYSE/Toronto: NT) are currently "under discussion." (See Cisco's Airespace Program.) But it seems unlikely that any of these incumbents will want to rebadge products from their largest rival.

"I think there's going to be a horse race between those two," says a wireless whisperer.

"We're open to partnerships, but they've got to be beneficial to us," says Aruba's birthday boy Callisch, while declining to name any of the potential suitors the firm might be talking to.

Trapeze has been somewhat overshadowed by Airespace and Aruba recently, but we will likely see more of it this year. Trapeze's partnership with 3Com Corp. (Nasdaq: COMS) is now kicking in, and the firm is rumored to have just closed another round of venture funding.

Trapeze hadn't returned calls for comment by press time.

— Dan Jones, Site Editor, Unstrung

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Featured Video
From The Founder
Light Reading founder Steve Saunders recently visited the University of North Carolina Charlotte (UNCC) where Cisco's Tetration application is providing data center analytics, simplifying SDN, helping with cloud migration and overseeing white-list security policy.
Flash Poll
Upcoming Live Events
March 20-22, 2018, Denver Marriott Tech Center
March 22, 2018, Denver, Colorado | Denver Marriott Tech Center
March 28, 2018, Kansas City Convention Center
April 4, 2018, The Westin Dallas Downtown, Dallas
April 9, 2018, Las Vegas Convention Center
May 14-16, 2018, Austin Convention Center
May 14, 2018, Brazos Hall, Austin, Texas
September 24-26, 2018, Westin Westminster, Denver
October 9, 2018, The Westin Times Square, New York
October 23, 2018, Georgia World Congress Centre, Atlanta, GA
November 7-8, 2018, London, United Kingdom
November 8, 2018, The Montcalm by Marble Arch, London
November 15, 2018, The Westin Times Square, New York
December 4-6, 2018, Lisbon, Portugal
All Upcoming Live Events
Hot Topics
AT&T Likens DoJ Suit to Shaved Persian Cat
Mari Silbey, Senior Editor, Cable/Video, 3/12/2018
Trump Blocks Broadcom's Qualcomm Acquisition
Dan Jones, Mobile Editor, 3/12/2018
Rumor Mill: SoftBank Still Eyeing Charter
Mari Silbey, Senior Editor, Cable/Video, 3/12/2018
Eurobites: BT Hires Sherman as Strategy Tank
Paul Rainford, Assistant Editor, Europe, 3/14/2018
Animals with Phones
Live Digital Audio

A CSP's digital transformation involves so much more than technology. Crucial – and often most challenging – is the cultural transformation that goes along with it. As Sigma's Chief Technology Officer, Catherine Michel has extensive experience with technology as she leads the company's entire product portfolio and strategy. But she's also no stranger to merging technology and culture, having taken a company — Tribold — from inception to acquisition (by Sigma in 2013), and she continues to advise service providers on how to drive their own transformations. This impressive female leader and vocal advocate for other women in the industry will join Women in Comms for a live radio show to discuss all things digital transformation, including the cultural transformation that goes along with it.

Like Us on Facebook
Twitter Feed