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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: engineer who wrote (99710)5/22/2001 11:49:59 PM
From: arun gera  Read Replies (1) of 152472
 
Engineer:

Even if we assume that the cost of operating a Wireless LAN is 10 times what PCSTEL, some industrial and commercial settings can see ROI on wireless LANs. For example in warehouse management, wireless LANs can increase productivity. Norand, Telxon, Symbol have been serving industrial markets for a while.

I have been watching the Wireless LAN space since 1993, but I sense that there is suddenly a greater awareness of its possibilities since last year. Cisco buying Aeronet from Telxon seemed like a good leading indicator. (The remainder Telxon merged with Symbol)

But it is cutthroat business. Norand and Telxon always struggled with gross margins. Symbol did a little better but they rely a lot on scanner sales. Intersil does not have very high margins either. Proxim is smaller and riskier play.

Was watching Charlie Rose interviewing Michael Dell (among others) the other day. Dell was asked what he saw as the Next Big Thing. Dell said Wireless. He did not specify which wireless, but I am guessing he was thinking of Wireless LANs, which will be built around Dell Home server, similar to the configuration that PCSTEL may have.

In anycase, Dell may benefit by selling some more PCs, some servers and wireless LAN cards to home users. But the wireless LAN equipment is going to be like modems and ethernet cards - low margin business. Do you see any winners?

Arun
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