YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Jibacoa who wrote (4043)	1/4/2004 1:43:54 AM
From: Jibacoa	Read Replies (1) of 23958

As I mentioned, I was watching to see if ALVR could get to test its Dec.23 H of 10.65 since I was still long some shares. It has done that and I have increased my position. There have been further reports on Intel's plans to accelerate its WiMAX roll-out schedule. An as I have mentioned, ALVR was Intel’s first equipment partner when it previously announced its WiMAX silicon roadmap.<g> Some excerpts from a recent article: rethinkresearch.biz WiMAX ‘hotspots’: Alvarion announces the first hotspot platform for carriers using WiMAX as backhaul. The next generation of its BreezeAccess GO hotspot, co-developed with Pronto, will use WiMAX as backhaul and will be available early next year. Although WiMAX base stations have the potential, especially once commodity silicon brings the prices down to under $15,000, to act as super-hotspots in their own right, initially they are expected to provide a low cost alternative to T1 or DSL for backhauling Wi-Fi – in the same way as some proprietary fixed wireless solutions are now. Alvarion is the biggest player in this proprietary sector, and has been very swift to outline its migration strategy to standards and the lower deployment costs they will bring. It was Intel’s first equipment partner when the chip giant announced its WiMAX silicon roadmap earlier this year. I still like the chart.<g> siliconinvestor.com siliconinvestor.com Especially the long term one and the incresaing OBV.<g> siliconinvestor.com Bernard

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