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CANADIANS CUT THEIR WIRES |
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WiFi takes to the Streets |
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July
2003 - IGB Grant +1 514 849 3508
& Brian Sharwood +1
416 413 9381
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KEY HIGHLIGHTS: |
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- We expect WiFi products and services to grow
in Canada to a $800M per annum market by 2007.
- WiFi is a disruptive technology – despite
several (legitimate) objections by IT leadership, the significant advantages
of WiFi overwhelm the perceived weaknesses – we forecast a major
shift in enterprise network deployment in the Canadian market.
- This is a consumer-led revolution. The battleground
upon which this war was fought wasn’t the leading edge, high-security,
firewalled, performance focussed enterprise space – it was the ‘cheap
and cheerful’ residential user that led the way.
- Wireless-at-Home has driven the first adoption
phase, we are in the Wireless-at-the-Office phase; Wireless-on-the-Road
is next. Bell Canada has recently extended its AccessZone™ WiFi
trials – the result of phase 1? Bell says, in a word, “delight”.
Those users that came across the Bell AccessZones were appreciative of
the convenience and they wanted‘ more’. Bell gave them more,
with the expansion of the pilot onto ViaOne trains – an example
of converging technologies using ExpressVu’s satellites and Mobility’s
1x network. There will be more to come, from both Bell and other providers
offering marriage of both home and away.
- Public hotspot provision business models are
still unclear. We note that most businesses do not really need to charge
usage-fees to see a benefit from making the service available: We refer
to this as the ‘air-conditioning’ model. In hot weather businesses
that offer air conditioning see greater custom, but nobody charges AC
as a line item on a customer’s bill.
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