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To: goldpanini who wrote (2678)12/29/2000 4:50:35 AM
From: unclewest  Read Replies (2) | Respond to of 3076
 
gold,
opwv has a role in wireless infrastructure...it is a software company. i generally do not invest in software companies so i do not follow them closely.

i do believe the phcm part has enormous potential.

i would expect a lot more consolidation in this area and opwv may be the one to do it.
getting listwin from csco to be ceo of this merger was a major coup. that certainly gives them increased stature...he has good tools to work with, but it remains to be seen if he can make this company profitable.

the key to success and future growth may be the barriers to entry for competition...i have not looked at that...have you?
jmho
uw