RE:I dont think technology is in urgent needAveeno wrote: ... maybe obsolete completely. If not and technology is in big demand why arent companies queeing outside the door?
Until the last 1-2 years there weren't enough wireless devices in constant use to make density a real problem. Now, with 80+% of people carrying at least one or more devices, and expecting to be able to use them anywhere, anytime, AP saturation is becoming a major issue for companies, especially in large venues, government buidlings, etc.
As several people have mentioned, yes, there ARE other providers of high-density equipment out there, and Edgewater will likely do better to license IP to them, or more strategically to their competitors than to compete directly. Based on their new business model they likely realised this as well.
As for why people aren't beating down their doors; why would they? Other than the attention they've gotten on the venture market in the last 6 months, and the recent partnership with Zinwave and conferences they've attended, they've had very little press. "No one ever got fired for buying IBM" has been a common phrase in IT for years. On the networking side, you can safely replace IBM with Cisco. Thinking back, I'm pretty sure I ran into them at a conference 3-4 years ago but had no need for their product at the time. Now, I do.
There is significant consolidation in the wireless space again. Avaya has dumped their wireless product line and is OEMing again (no, not YFI, don't remember the company), HP has purchased Aruba outright which based on what happened after the Compaq aquisition doesn't bode well for the brand. Cisco purchased Linksys years ago and dlink as well as about 1/2 dozen others are all really consumer grade not enterprise. Frankly I can see Edgewater being targeted for their IP by one of the big players that doesn't currently have decent density support.
As for comments about DAS not being needed. What many people tend to forget is that carriers (including P25 for emergency and public service radio networks) only commit to 95-98% coverage up to the first exterior wall of a building. Beyond that it is up to the property owner, or emergency services to provide a system to allow communication to work inside the facility. MANY major facilities are in the process of getting quotes to upgrade existing DAS systems as many of the existing providers of the CDMA (mainly Canada) and GSM networks have gone defunct in the past 5-10 years. Doing high-density wifi on the same wire with the same antennas is a major cost saving! If you don't believe DAS is really an issue, please read the following:
https://enterprise.rogers.com/nu/en/solutions-services/network-infrastructure/network-design-build/in-building-cellular-enhancement
The next financials are likely going to be bad, and I have no idea who the F500 is. I am definitely looking forward to Q3 numbers though!
Good luck, do your DD, ignore 99.999% of the noise on this BB and GN!