Sierra Wireless' lead in the 4G space won't be for long if San Diego based Novatel has anything to say about it. Word is leaking out that they have a 4G MiFi in the works.
The idea of a true 4G pocketspot is salacious, as my experience with the Cradlepoint in Las Vegas varied by location. As more towers get added in the Clearwire markets, the throughputs and quality of connections will only improve. Being able to share a connection adds further opportunity for better mobile connectivity in a fixed position. And, unlike 3G devices, from what I have experienced, Mobile WiMax doesn't suffer from the same "Totem Pole" effect as 3G over GSM does.
While it's unclear how soon more of California will see Clearwire, the future seems bright for them. This also means that for Novatel and others in the Pocketspot market, that things will be getting clearer too.