Take a strong look at UBNT, low cost, disruptive technology. Users love it, company had a hard time keeping up with orders last qtr. Hands down a better investment. They turn a good profit with great guidance and still have a low PE for an up and coming company.
You might like the video "Hotspot 2.0 and 802.11u Discussed at the Wi-Fi Mobility Symposium" that you could find at vimeo slasshh 35707083 Then you'd find some excellent material doing a search at Youtube for: ruckus victor shtrom More broadly you may find of interest a search of Youtube for Stephen Foskett (who hosted that Mobility Symposium and many other highly informative events. My understanding is that Ruckus has, for now at least, the highest quality equipment (relative to high-end competitors HP, Aerohive, Cisco/Meraki, and Aruba). Ubiquiti with its ultra-low sales/marketing costs is always a threat to come in with disruptive price/performance though I wouldn't expect them to compete effectively with Ruckus any time soon in quality or, relatedly, sales to telecom/cable providers.