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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: Bernard Levy who wrote (5844)11/4/1999 1:18:00 PM
From: P2V   of 12823
 
Bernard, I have been following your comments closely,
and value your opinions.

The question in my mind is - Will the Clarity/CSCO's VOFDM system products collide with Philips/Wi-Lan WOFDM system
products ? And,if so, in what marketplace would this collision occur ?
I assume that you are already aware of Wi-Lans recently
extended agreement with Telia, and wonder if you think
that Clarity/Cisco would create a threat to that agreement
as well.

Also, Aironet appears to be quite successful with their
IEE 811 products, but they are basically against
a 11 megabit/second brick wall at this time.

I have assumed that they would logically progress toward
Wi-Lan's recently introduced 30 Megabit/second Access Unit
when they feel the need to scale that brick wall.

Or do you feel that they would prefer to use the
Clarity/Cisco product instead ?

Best Regards,
Mardy Marshall
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