Table of Contents
The Wireless Outlook - Dealing with decline
Executive Summary 12
Market position & overview 12
Technology directions 12
Market directions 13
Evaluating the WLAN case 15
Selected product analysis 16
Selected vendor analysis 16
Chapter 1 Market Position & Overview 20
Summary 20
Introduction 20
Handhelds decline 22
Opportunities in WLAN 24
Chapter 2 Technology Directions 28
Summary 28
Introduction 29
Location-based services 31
Relative accuracy 32
Terminal availability 33
Infrastructure technology and vendors 33
Interoperability issues 34
The beginnings of market consolidation 36
Microsoft steps in 38
Putting LBS to work in the enterprise 39
The end of the OS phony war 42
The status quo 42
MNOs fight back 43
Enter Microsoft 44
Start high then go low 46
The importance of software 48
More ARPU now 50
Mobile salesforce automation 51
Systems approaches 53
Connectivity and device options 55
New web-based alternatives 58
Conclusion 59
Chapter 3 Market Directions 62
Summary 62
Introduction 63
Corporate or consumer? 63
The challenge of next-generation wireless 64
Experience so far 64
The corporate market 65
Wirelessly enabling the desktop 67
The role of application vendors 67
The vertical market opportunity 68
Conclusion 71
Will wireless computing win out? 72
Wireless integration 73
Life expectancy 75
Functionality debate 76
Individual need 77
User interfaces hold the key 79
The return of wireless email? 84
In search of the killer application 85
Enter RIM's Blackberry 88
Shaping the future 89
Opinion 90
The state of mobile payment 91
i-Mode unassailable? 91
Europe in the back seat 92
The failure of Internet payments 93
Standards battles 95
The practical realities 97
Chapter 4 Evaluating The WLAN Case 100
Summary 100
Introduction 100
A foundation for the wireless enterprise 101
The importance of 802.11 102
Wi-Fi: the cornerstone of the wireless enterprise 104
The future of 802.11 106
WI-FI 5 arrives 109
G brings higher speed in lower bandwidths 110
Adding security and QOS to WLAN 112
Conclusion 114
An introduction to wireless VPNs 114
Technology issues 115
Key vendors 119
Market dynamics 121
Opinion 123
Public WLAN hotspots 124
So what's a hotspot? 125
Roaming 127
The U.S. hotspot experience 128
WISPs and aggregators 129
The aggregator - Boingo Wireless Inc 130
Tariffs 133
The WISP - Wayport Inc 133
The end of the beginning of the U.S. hotspot market 136
Europe follows suit in hotspots 137
Europe's structured PWLAN opportunity 138
Europe’s HSOs 140
Conclusions 146
Chapter 5 Selected Product Analysis 150
Summary 150
IBM WebSpere Everyplace Suite (WES) 150
Products 151
Content handling 155
Security 155
Optimization 156
Subscriber and device management 156
Base services 156
Platforms 157
Opinion 157
Strengths 158
Weaknesses 158
Conclusions 159
mm02 XDA/Microsoft Pocket PC Phone Edition 159
Introduction 159
Market dynamics 161
Pocket PC Phone Edition 163
Device capabilities 164
Messaging 164
Interface 165
Other applications 166
Device specifications 166
Pricing 167
Conclusions 167
RIM Blackberry/mmO2 168
Technical specifications 169
Hardware 169
Dimensions 170
Interface 170
Memory 171
Battery 171
Radio support 171
Voice support 171
Alarms 172
Power management 172
Client software 172
Desktop synchronization 173
The MMO2 and RIM wireless email service 173
Push email 173
Attachments 174
Security 174
SMS 175
Web browsing 175
Price and availability 175
The GPRS network 175
Positioning and pricing 176
Opinion 177
Chapter 6 Selected Vendor Analysis 180
Summary 180
Alvarion Ltd 181
Competitive strategy 183
Main activities 184
Financial performance 185
Key deals 186
Key channels 187
Opinion 187
Contact details 187
AppForge 188
Competitive stance 189
Financial performance 190
Main products 190
AppForge MobileVB 191
AppForge Booster 191
Future strategy 192
Key deals 194
Key executives 194
Key partners 194
Key channels 195
Opinion 195
Contact details 196
AvantGo 196
Market dynamics 196
Competitive stance 196
M&A strategy 198
Key partnerships and alliances 199
Current positioning 200
Future strategy 202
Financial performance 203
Key deals 204
Market sector interests 204
Opinion 206
Intel Corporation 206
The Intel Communications Group 207
Laptop ambitions 208
Redesigning the mobile processor 209
Intel as a device maker? 210
Opinion 213
Contact details 214
Metrowerks Inc 214
Competitive stance 214
Financial performance 216
Main products 216
Cross device tools 217
Wireless and PDA platform tools 217
Palm OS development tools 217
Symbian OS development tools 218
Development tools for other handset, PDA or consumer-oriented device 218
RTOS and Embedded processor tools 218
Desktop and server platform tools 219
Macintosh development tools 219
Solaris development tools 220
Linux development tools 220
Game platform tools 220
Antecedents/history 220
Future strategy 221
Key executives 222
Key partners 223
Key channels 223
Opinion 223
Contact details 224
mmO2 224
Current positioning 225
Competitive stance 227
Financial performance 229
Acquisitions 230
Future strategy 232
Opinion 233
Contact details 233
Orange SA 234
Financial performance 237
Opinion 239
Key deals 241
Red-M Ltd 242
Current positioning 245
Main products 246
Genos 246
Genos and security 248
Genos five-layer security model 249
Device layer 249
Link layer 249
User layer 250
Firewall layer 251
VPN layer 251
Genos as application platform 251
Hardware 251
Red-M 3000AS Application Server 252
Physical specification 253
Red-M 1050AP 253
Red-M 1000AP 253
Red-M Blades 254
Financial performance 254
Key executives 255
Opinion 256
Contact details 258
Symbian Ltd 258
Competitive stance 260
Financial performance 268
Current positioning 269
Symbian OS v7.0 269
User interfaces 270
Features and support 271
Technical discussion 274
Current devices 276
Future strategy 278
Key deals 278
Key executives 279
Key partners 280
Key channels 282
Acquisitions 282
Opinion 282
Contact details 284
Symbol Technologies Inc 284
Key markets 285
Competitive stance 286
Main activities 288
Financial performance 289
Main products 289
Handheld computers 290
Industrial devices 290
Generic platform devices 291
Future strategy 291
Key executives 293
Opinion 293
Contact details 294
Appendix 295
Index 295
List of Tables
Table 1.1: Worldwide handheld device shipments, Q1 2002 23
Table 6.2: Alvarion Ltd Financial Information 186
Table 6.3: Alvarion Ltd contact details 188
Table 6.4: AppForge Inc contact details 196
Table 6.5: AvantGo Inc contact details 206
Table 6.6: Intel Corporation major acquisitions 213
Table 6.7: Intel Corporation contact details 214
Table 6.8: MetroWerks Inc contact details 224
Table 6.9: mmO2 contact details 233
Table 6.10: Orange SA mobile operations 241
Table 6.11: Red-M contact details 258
Table 6.12: Symbian Ltd contact details 284
Table 6.13: Symbol Technologies contact details 294
List of Figures
Figure 1.1: Worldwide mobile phone sales (millions of units) 21
Figure 1.2: 802.11x wireless handset shipment forecast 24
Figure 5.3: IBM WebSphere Everyplace Suite products 153
Figure 6.4: mmO2 customer numbers in key markets, 2002 226
Figure 6.5: Orange SA corporate structure 240