Hi, Rob - "I think it was during the FY00 CC that Bill Hews indicated they had just completed a network covering Shenzhen. Perhaps this is related."
I don't recall that one. I do remember a statement to the effect that, at that point, sales had been made, but that they were small enough as to be considered non-material.
As of last year, I was actively discounting any China rumors, because of the above statement, and the proclivity of investors to get stars in their eyes whenever "China" is mentioned.
I recall posts by Scada, Arc, and myself where we pointed to the difficulties and uncertainties involved in setting up business in China.
So on the whole (perhaps in self-protection) I have been inclined to minimize any potential there.
However, with the addition of the Ministry of Information Industry China to the OFDM Forum...
www2.cdn-news.com
...and the apparent success of WinComm Communications in
ShenZhen...
Message 15634812
Message 15634886
...and the wild popularity of Wi-LAN's Advanced Wireless Ethernet bridges...
...and finally, the specific mention of ShenZhen in the article...
Message 15657272
...I believe there is room for cautious optimism, no more.
Such optimism as I have is based on the fact that Wi-LAN's products have apparently been recognized as best-of-class, that Wi-LAN has evidently been (a perhaps unwitting) part of a new Chinese technology initiative, that Canada has long had a good relationship with China, and that therefore, Wi-LAN has an early start at being considered and evaluated for providing future high-capacity coded OFDM networks. This, in spite of the fact that the equipment provided at ShenZhen is not coded OFDM.
But there's a long way to go, and my hopes are guarded.
Best,
Jim |
