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Technology Stocks : Netro Corp - (NTRO)
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To: Mark Oliver who wrote (674)3/14/2000 7:45:00 PM
From: Bernard Levy  Read Replies (1) of 792
 
Hi Mark:

It's a good article. I think Fred Dawson assesses
the competitive landscape well. Ensemble Communications
seems to have taken the lead in the development of
the IEEE 802.16 broadband wireless standard.
Presumably it is hoping to leverage standard compliance
into market acceptance (this path proved very important
for ADSL and ADSL-lite). Given that Ensemble has been
funded by DMIC, ADCT and Intel, either DMIC or ADCT
might be tempted to take it over to fill in its
product line (DMIC missed completely the P-MP boat).

Best regards,

Bernard Levy
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