Thursday, January 26, 2012
Ericsson's Buy of BelAir Heats Up Hypernet or WiFi 2.0
From GigaOm Ericcson bets on WiFi
WiFi Offload is at the core of BelAir buy (Fierce Wireless)
Wi-Fi is getting attention from the traditional mobile industry as carriers may look to relieve network congestion and mobile users may look to avoid data usage caps
Hotspot 2.0 or The Hypernet is an investing trend I have discussed several times.
an industry initiative that will use 802.11u to provide seamless automatic Wi-Fi authentication and handoff, allowing mobile users to roam between the networks without additional authentication
Roger McNamee, one of the most successful venture capitalists, defines the next wave for the Internet which he calls the "Hypernet and Hyperweb"
The deal could signal a big shift in the mindset of the big wireless vendors, which have always favored their own specialized and expensive cellular technologies to meet growing mobile data demand rather than more generic but much cheaper Wi-Fi tech.
Gartner's Akshay Sharma made this prediction for Hotspot 2.0:
" Hotspot 2.0 with FMC will be the dominant (over 50%) approach for carriers to achieve carrier grade 4G offload by 2015"
The ability for any device to switch between cell tower and wi-fi (without user having to do anything) is the next big thing for mobile...call it WiFi 2.0 or the "Hypernet".
I put together a summary of this technology/company that has the key patent for Hotspot 2.0 and which we consider a VERY RISKY "100 Bagger" opportunity.
(this company has the patents that are required to make this happen and is currently in settlement negotiations with TMobile)
The tool that turned $10,000 into $2,800,000 in 2 years. HowToFindBigStocks.com