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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	1/27/2003 12:37:26 PM
From: areokat	Read Replies (1) of 54805

More WiFi news from BusinessWeek. -Snip- But 2003 is being billed as a year of gonzo growth--a rare bright spot in the otherwise gloomy tech landscape. European sales of Wi-Fi interface cards for PCs are expected to soar 66%, to 4.6 million units, says technology market researcher In-Stat/MDR in Scottsdale, Ariz., and the number of hot spots should quadruple (chart). At that rate, Europe could have a half-million Wi-Fi users by 2004, according to telecom consultant Yankee Group. These numbers are drawing the attention of the Continent's big telecoms. Until six months ago, most "were completely freaked out by Wi-Fi," says analyst Richard Dineen of telecom researcher Ovum Ltd. in London. They worried that the upstart technology would steal away customers from the 3G mobile services they're spending billions to develop. Now, carriers realize that the two technologies are more complementary than competitive businessweek.com Kat

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