Mobile-over-WLAN startup Kineto Wireless gets $35m
By Elizabeth Biddlecombe, for Total Telecom
11 June 2004
Six investors take part
in Series C round but commentators query business model.
A company selling gear that enables cellular traffic to
run over wireless LAN (WLAN) infrastructure announced
earlier this week that it has received a US$35 million
Series C investment.
Oak Investment Partners led the round, though five
existing investors including 3i and Mitsui & Co. Venture
Partners, also put forward money. Kineto Wireless has
received more than $59 million since its inception in
2001.
Kineto Wireless is focused on selling its Kineto
INC-5501 product, which liaises between mobile and fixed
wireless networks whether they be GSM, CDMA, second or
third generation, 802.11b, 802.11g or even Bluetooth.
It means that customers can make voice calls and use SMS,
MMS and IM over the WLAN infrastructure without noticing
the difference and their mobile phone can become their
primary communications device.
Kineto promotes this concept to independent mobile
operators as a way of increasing revenue by encouraging
greater in-building use, reducing churn by providing
better indoor service that includes today's data
services, and lowering costs by using existing WLAN
networks rather than 2.5G or 3G cellular networks.
It also sells the concept to landline operators as a
means of integrating fixed and mobile services in a more
effective manner that allows them to capture more of the
consumer's budget, ensuring they are less likely to
churn.
Kineto is yet to convince any operators to buy any of
its gear but according to Ken Kolderup, VP of marketing,
there are a number of trials underway with both fixed
and mobile operators in Europe and the U.S. He said this
number could rise to six in the next couple of months.
Kolderup said the company is hoping to have its gear in
commercial deployment by the end of the year or the
beginning of next.
David Walrod, general partner at Oak Investment
Partners, described Kineto in a press release as "the
recognised leader behind the convergence of mobile
networks and wireless LANs‚" with "enormous growth
potential".
And former president and CEO of Ericsson, Kurt Hellstrom,
was announced as a board member earlier this week.
But despite these endorsements, Roger Entner, program
manager, Wireless/Mobile Services, at the Yankee Group,
couldn't articulate why any operator would want to
embrace the business proposition being put forward by
Kineto and others.
"[The idea] has a chance but it doesn't need to be a
good chance [from the investors‚ point of view]," he
said, noting that venture capitalists only need one or
two ideas out of 10 to be successful.
Lawrence Spiwak, president of the Phoenix Center for
Advanced Legal and Economic Public Policy Studies,
pointed out that in the U.S. at least, the major
national mobile operators are linked to fixed-line
carriers. "Why sell them one product when you can sell
them two?" he asked.
Spiwak also questioned whether consumers would want to
get rid of their fixed-line phone altogether, even if
the majority of their usage is on their mobile phone.
But Bryan Zidar, spokesperson for T-Mobile USA, put
forward an independent operator's viewpoint. "Compared
to the other carriers we don't have an RBOC parent," he
said. "Attacking the wireline market is something we're
interested in doing."
T-Mobile is not yet planning to introduce a WiFi-enabled
phone, though it is happy for its WLAN customers to make
VoIP calls from hotspots since they still need to pay
for access.
The concept of fixed-mobile convergence received a major
shot in the arm this week with the announcement of the
Fixed-Mobile Convergence Alliance, initially between
British Telecom, Brasil Telecom and Korea Telecom. BT
spokesperson Giles Deards said that while he couldn't
comment on behalf of the Alliance, since it is yet to
inaugurated, "all sorts of platforms" are under
consideration.
Nevertheless WiFi expert Nigel Ballard, wireless
director for Oregon-based Matrix Networks, questioned
whether a network-based solution such as that put
forward by Kineto is necessary given the one-bill
roaming and secure EAP-SIM card solutions that are
coming onto the market.