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Strategies & Market Trends : The New Economy and its Winners
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To: Bill Harmond who wrote (12677)7/12/2002 12:16:49 PM
From: damniseedemons  Read Replies (1) of 57684
 
ISIL is going to grow because WLANs are growing super fast. but pricing pressure will get ugly at some point in 2003 and they will slam into the wall as hard as GNSS did.

Also, on the higher-volume PC-card side, ISIL isn't getting many design wins in laptops. many laptops will be shipping with integrated WLAN and isil better get that biz. huge issue.

the good thing is that unlike gnss, isil isn't an expensive stock because people have been [prematurely] worrying about competition for the last year.
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