Godot re: WIFI
I have some tickers but too few of analysis here..
WIFI equipment makers and compoenents: CLTK, maybe ANAD, ISIL, (MRVL), MRM, ANEN, ETS, NOIZ, PROX, AGRa
don't forget another "indirect" WIFI opportunity: since WIFI is a "partial substitute" for 3G Wireless (UMTS), and it's superior for Internet access solutions over UMTS when fixed wireless suffices, I do expect many 2.5G holders that have not bid up for the expensive 3G UMTS licenses to install OVERLAYS of WIFI hotspots in their coverage area. This means it could be an interesting idea to look for those wireless carriers in metro and even better suburb town segments that DID NOT spend their hard $$$ for UMTS licenses.. No tickers here, just a thought..
best rgrds
CROSSY |
