Futzing the Protocol
While most of the people I’ve spoken with are adamant that Meru has violated both the 802.11 standard and the WiFi spec (I doubt the latter, but I’m checking), I’m going to reserve judgment for the moment, and we should most certainly give Meru the benefit of the doubt until all of this is resolved. It’s certainly possible that a given enterprise, for example, might operate a Meru-only environment, and this problem, if it is one, would never really show up. There’s certainly no violation of FCC or other regulatory rules. But there’s a more important issue afoot here.
If one really wants to boost one’s access to the airwaves, why not just use 802.11e, AKA WMM? Just set your priority to high for everything, and, voila, really great throughput until everyone else does the same thing. So, one of the key benefits of .11, playing nicely with other WLANs, is also a source of potential trouble down the road.
I personally find it hard to believe that any vendor would be so dumb as to intentionally fudge the protocol, since it’s so easy to prove this should it be the case. But stay tuned -- there will be more on this issue shortly. In the meantime, monitor those airwaves.
— Craig Mathias is Principal Analyst at the Farpoint Group , an advisory firm specializing in wireless communications and mobile computing. Special to Unstrung
Business sense mandates Meru must have obtained or filed for a patent for their secret sauce, if they have any, that explains their "advantage." In the absence of patents (or patent filings) it is more likely their secret sauce is cheating.
I don't see any patent filings from them that explain their secret sauce. And, if they had any patents or patent filings in the works wouldn't Juniper or Cisco have jumped at the opportunity to buy them out to obtain that intellectual property?
Those bigger questions obsolete the need for any further diligence on Meru. Companies with troubled genetic histories die early; some, in a growth market, might flail around and eventually die off. Meru may have made it this far in a thus-far growing Wi-Fi market. What follows will confirm their flawed genetic history and lead to what the market has concluded about Meru: it is a stink bomb.
What transpired at Meru for the ex-CEO and "co-founder", Ujjal Kohli, to leave abruptly and not even mention his Meru experience or affiliation at his new job as CEO of Rhythm New Media? Check his profile on www.rhythmnewmedia.com.
What explains the simultaneous departure of ex-CFO and "co-founder", Nicholas Mitsakos?
What business relationships did they have in addition to Meru?
What do executives that left Meru have to say about Ujjal Kohli or Nicholas Mitsakos?
Wht do entrepreneurs and others in companies where they invested have to say about UK and NM?
What does Ravi Sethi, a business partner of UK and NM, have to say about them?
What are the non-business relationships between the ex-CEO, Ujjal Kohli, and his VP, Kamal Anand?
What explains the departure of the most recent CFO and VP-Eng?
Which startup in Silicon Valley has a VP-International Sales and another VP for Worldwide Sales?
Which has a VP for Corporate Strategy who also performs as the above mentioned VP-International Sales?
With a genetic history as bad as Meru has, their future can't be promising. Sure, they'll get the occasional bone missed by Aruba and Cisco and others. Let's see how long that can continue.