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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: Gib Bogle who wrote (12604)7/13/2003 6:39:00 PM
From: Dexter Lives On  Read Replies (1) of 12823
 
Hi Gibbogle,

The industry is still in the early stages so I would wait to see which systems developers get to market first. I believe that China will be the first major adopter so I would look for signs of market penetration there.

In the chip making segment, I would look at Atheros as the early leader in W-OFDM chips, but they probably won't go public for another 12 months (total guess).

The prudent thing to do if you wanted to get in early would probably be to buy a basket of the companies that meet your other investing criteria, after closer examination.

Good luck! Regards, Rob
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