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Technology Stocks : Wi-LAN Inc. (T.WIN) -- Ignore unavailable to you. Want to Upgrade?

To: SurfForWealth who wrote (978)	11/10/1999 11:28:00 AM
From: r.edwards	Read Replies (1) \| Respond to of 16863

Interesting Post..... Surf - First, I want to emphasize that this is pure speculation on my part. When I got into WIN, I would read Hatim's posts on SI regularly. Some of his plans led me to ask "How is little Wi-LAN going to accomplish these things?" This was with respect to references to Asia, and in particular, entry into the States, going up against some real heavyweights, on their own turf. Again, on the question of NASDAQ, Hatim said on SI, that it will be "event driven". He has made references as to how the LMDS model would work, with a fiber backbone terminating on a wireless network... "Wi-LAN executives played down the competitive angle. In most cases, they said, broadband WLL will serve as a campus or multiblock access service for a system such as LMDS. Indeed, Wi-LAN has completed some I.WiLL demos in conjunction with an LMDS system. But, Zaghloul added, "it can also be used with fiber or coaxial as a backbone, and right now we're asking ourselves whether LMDS is interesting or not." techweb.com Those who have done their DD know that Telia is going to want to implement their ingress at the greatest speed, and the least cost - and one aspect of the "value added" features they contemplate would have to be wireless access. Hatim has previously commented on wireless spectrum space being the Gold Rush of the 90's - in the States, there's no cheap spectrum left. With respect to international plans, it makes sense that Telia and Wi-LAN would extend their existing model. The end of the Philips exclusivity will be next year, at which point, Wi-LAN will be looking to outsource ASIC production to further cut per-unit transceiver costs (even though no one is now restrained from producing ASICs that don't complete with Philips). (Check out the Philips site - they have plans, though!) OKAY! (Tying this together) so now put yourself in Telia's shoes... they want to enter the States, and they want to do it down and dirty, quick and easy. They'll need value-added services, and they can't afford to buy bandwidth (the ISM band is free). They will want to entice customers with bleeding-edge wireless technology (WOFDM) with superior throughput. And Wi-LAN will be looking for the "event-driven" time to list on NASDAQ. What better time? So, I think that's roughly how it will go, give or take a few months, and barring any serious problems with ASICs. And that's why I think we'll be on NASDAQ before next year is out. But this is all circumstantial evidence. I repeat, this is all speculation on my part. Take it for what it's worth. Best to all, Jim << Previous Thread Next Thread >>