Survivor's Guide to 2005: Companies to Watch: Page 3 of 4

Mobile and Wireless

• Airgo Networks:
  Pioneer in the development of MIMO technology that will serve as the basis
  for next-generation WLANs.
• BelAir Networks:

  The outdoor Wi-Fi market may explode, or it may fizzle. BelAir may be a bellwether.

• Cisco Systems:
  With more than 40 percent market share in the enterprise WLAN market and
  the resources to develop or acquire new technologies, Cisco has to be on your wireless radar.
• Intel:
  Whether it's Centrino or WiMAX, Intel is a force that has lagged its competitors but has the potential to drive industry directions.
• Sybase IAnywhere:
  Sybase has always had solid database technology, but it just may be betting
  its future on mobility.

Digital Convergence

• Cisco Systems:

  New 2800 and 3800 Series Integrated Services Routers deliver onboard digital signal processing, QoS, and VoIP survivability with IOS 12 and an embedded Call Manager Express 3.2.

• Interactive Intelligence:
  Driving the cost of VoIP and UM solutions down while improving quality
  with SIP.
• Microsoft:
  Istanbul aims to integrate, e-mail, IM, videoconferencing and telephony; Live Communication Server 2005 will add presence management to applications, such as SharePoint Services and partner applications like Vignette Business Collaboration Server.
• Open Text:
  Livelink MeetingZone adds real-time, Web-based meetings to collaboration; Livelink Touchpoint includes IM, presence management and more.
• Polycom:
  Bringing videoconferencing out of the boardroom onto desktops with the new VSX 3000 supporting H.264 and ViaVideo II products.
• Siemens:
  The 800-pound gorilla within the VoIP and unified messaging space, Siemens' HiPath 8000 doesn't slip on SIP.
• Sony:
  Aims to shake up Polycom and Tandberg in the videoconferencing market
  with the new PCS-TL50 for the desktop and PCS-G70 for the boardroom.
• Xten Networks:
  Bringing VoIP and video to the desktop.

Storage and Servers