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Optical/IP

Cisco WiMax: Why Not?

6:00 PM -- Hi there, broadbanders!

It turns out lots of people have an opinion about the prospect of Cisco Systems Inc. (Nasdaq: CSCO) buying its way into the WiMax market. Here chez Unstrung we've been getting plenty of commentary on our recent stories about just such a possibility.

This Blogging Stocks piece on why Cisco should buy Alvarion Technologies Ltd. (Nasdaq: ALVR) instead is pretty interesting, even if the author's fund does actually have a vested interest in Alvarion getting bought.

Meanwhile, most of the WiMax industry people that Unstrung has spoken to appear to believe that Cisco has to buy into their niche soon, simply because it gives the networking giant another IP infrastructure string to its bow that will help it stop competitors from gaining too strong a foothold in these new networks. But then, they would say that, wouldn't they?

Cisco hasn't made any official comments yet, but its going to be an interesting few weeks for sure.

— The Staff, Unstrung

FastFourier 12/5/2012 | 3:00:32 PM
re: Cisco WiMax: Why Not? http://www.cfra.com/headlines/...

so why is Chambers in Ottawa, Canada ( home of wi-lan, holder of significant WIMAX intellectual property?) rather than in Tel Aviv, home of Alvarion, historical infringer of said IP? (Alvarion recently signed IP deals with Wi-LAN)

...FF
freetoair 12/5/2012 | 3:00:31 PM
re: Cisco WiMax: Why Not? Pretty na+╗ve to think Chambers would be involved at such a low level as to visit lowly Wi-LAN or even to Alvarion. HaGă¬HaGă¬

Should Cisco buy a WiMAX BS company G㢠the answer is Găúwho caresGăą G㢠they got the money to take a flyer on anything they want. With essentially no proven market and Sprint plans on the ropes the question would be timing G㢠what urgency could Cisco possibly be feeling to venture into licensed band wireless infrastructure until there is a proven market and clear market leadership within the ranks of Alvarion, Airspan, Aperto, etc. Frankly none of them have any GăúmobileGăą experience as such. Their mobile BS products are still under development. Most are using a Freescale, TI DSP or Sequans chipset / stack and 3rd party RFGă¬so whoopee wowG㬠Agree Wi-LAN can use the legal angle to try to make some money on IP and it sure seems to be their plan and hope. I think Cisco already is paying them a license fee for some WiFi related OFDM IP.

Anyway if Cisco has an itch to scratch and wants to get into BS infrastructure I could sure think of a lot better ways to do it than buying a sad-sack company like Navini???
freetoair 12/5/2012 | 3:00:30 PM
re: Cisco WiMax: Why Not? Nortel exit on the WiMAX front?

Uh...Well what do they have for WiMAX to exit from?

They have been talking up all thier investment in the space, etc., but go to a tradeshow and see if you can find a product??? or a coherent person who can or will tell you about thier products? So while I am sure they are working on it and it was announced that they were doing a co-development with Toshiba - it all that seems futures for late 1H08 at earliest from what I surmise. Alot of M-Taiwan talk but read carefully in the context of mobile wimax and you may again see only future promises...

I could be all wrong and they may be way ahead with some advanced products and it will be all clear at some near-term commercial launch...

But otherwise I could not see Cisco buying anything from Nortel related to WiMAX except for Engineers and maybe some smart antenna technology...
lrmobile_Ziggy 12/5/2012 | 3:00:30 PM
re: Cisco WiMax: Why Not? I actually heard rumors that Nortel may be looking for an exit on the WiMAX front. Could they sell their WiMAX business like they did for their UMTS business with Alcatel?
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