The San Jose Business Journal looks at cut backs at Trapeze and Vivato, referring to the setbacks as "leaks in the Wi-Fi bubble": The story also looks at Cometa's scaled down ambitions and is the fist place I've seen a Cometa spokesperson note that the company's original plans were overly optimistic. Cometa has gotten some flack for delivering on a slower pace but not admitting that its plans had changed.
The story also notes that Vivato has 40 customers, which is more than I thought.
I think the piece unfairly picks on Trapeze for requiring customers to use its proprietary APs--all the WLAN switch vendors require customers to use their APs. Otherwise they couldn't offer all their whiz-bang features.
But ultimately those whiz-bang features may not be worth it for customers who don't want to replace existing APs or who don't like to feel forced to buy only a certain AP. I keep reading about increasing sales at companies like Bluesocket and Reefedge which both offer beefed-up security solutions to customers regardless of the APs they use.