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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: GVTucker who wrote (181217)	5/19/2005 8:03:09 AM
From: Amy J	Read Replies (1) of 186894

"His comments made me think that the vendors like IPWireless and Flarion might pose more of a threat to WiMax than the WiMax camp might perceive. This is a pretty significant European mobile operator I spoke with and if that’s how his company feels about WiMax, others might too. If the vendors like IPWireless and Flarion manage to attract enough customers, the price of their equipment will drop, just like the price of WiMax equipment will drop with volume. The operators may gamble on which equipment will drop faster. " By Nancy Gohring wimaxnetnews.com (Carl, Thanks for the link to Euro blog.) It sounds like Flarion's success is catch-22: equip $ drops only if there's sufficient volume. What does VentureOne say about their valuation? Regards, Amy J

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