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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: axial who wrote (5059)8/29/1999 1:26:00 AM
From: Tim McCormick  Read Replies (2) | Respond to of 12823
 
I read all the available online documents on Wi-LAN, And I found it interesting. I do have a few issues maybe you can resolve.
I could not find a recent audited balance sheet.
I would like to know the details of the dispute with Gibson at Wireless Inc.
I was disappointed to see they violated Alberta exchange rules.
Their head sales guy is too specialized in the energy sector-maybe the new CEO will address this.
And I looked at Proxim, and was much more impressed with their sales growth and cash balance-though not their stock price.
How much of a direct competitor is or will PROX be?
Thanks, Tim



To: axial who wrote (5059)8/29/1999 4:45:00 AM
From: elmatador  Read Replies (1) | Respond to of 12823
 
LU is a mobile player. Cisco is not. Have you noticed how ATT with One Rate Digital is gaining access to the telephony local market via mobile? That thing is exploding. Suppliers cannot cope with the demand for mobile infrastructure. That promises to continue to be big thing as data becomes mobile. Perhaps what Cisco really misses is a Ericsson/type of business. Ericsson does the part from the Mobile Switching Center (MSC) out to the terminals. Cisco does the part from the MSC into to the core. Could be an unbeatable proposition.