Overall, Pacific Growth is predicting that the broadband wireless access market will swell by at least 40 to 60 percent per year during the next three years.
Most analysts predict that the new 802.16d fixed-wireless standard, which will be commercialized under the WiMax moniker, will be a main market driver (see WiMax Spec Ratified).
Noel says that Alvarion -- and, to a lesser extent, rival Airspan Networks -- should win some actual contracts this year.
"We think there will be plenty of business for Alvarion and Airspan... even before WiMax products ship in 2005," he says.
Noel is particularly bullish about the prospect of Alvarion winning some business from the Chinese governement, saying that the firm's "E1 line-oriented backhaul" offerings are particularly suited to Chinese requirements.
"We should see contracts in the next few months," Noel opines.
Below is a table laying out the stock performance of the players in this market:
Table 1: Broadband Wireless Access Stock Price Performance
|Company||Ticker||Market Cap (6/30/04)||Price Change
(Yr. to 6/30/04)
|Airspan Networks Inc||Nasdaq: AIRN||$209M||Up 232%|
|Alvarion Ltd.||Nasdaq: ALVR||$672M||Up 194%|
|Proxim Corp.||Nasdaq: PROX||$142M||Down 32%|
|SR Telecom Inc.||Nasdaq: SRXA||$63M||Down 51%|
|Ceragon Networks Ltd||Nasdaq: CRNT||$125M||Up 93%|
|Harris Corp.||NYSE: HRS||$3,340M||Up 64%|
|Source: Unstrung Stock Quote|
— Dan Jones, Site Editor, Unstrung
For more on this topic, check out:
- The Heavy Reading report:
Next-Generation Wireless Infrastructure: A Heavy Reading Competitive Analysis.
For further education, visit the archives of related Light Reading Webinars: