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

To: Dexter Lives On who wrote (6654)	4/13/2001 3:22:47 PM
From: axial	Read Replies (1) \| Respond to of 16863

Hi, Rob - "I think it was during the FY00 CC that Bill Hews indicated they had just completed a network covering Shenzhen. Perhaps this is related." I don't recall that one. I do remember a statement to the effect that, at that point, sales had been made, but that they were small enough as to be considered non-material. As of last year, I was actively discounting any China rumors, because of the above statement, and the proclivity of investors to get stars in their eyes whenever "China" is mentioned. I recall posts by Scada, Arc, and myself where we pointed to the difficulties and uncertainties involved in setting up business in China. So on the whole (perhaps in self-protection) I have been inclined to minimize any potential there. However, with the addition of the Ministry of Information Industry China to the OFDM Forum... www2.cdn-news.com ...and the apparent success of WinComm Communications in ShenZhen... Message 15634812 Message 15634886 ...and the wild popularity of Wi-LAN's Advanced Wireless Ethernet bridges... ...and finally, the specific mention of ShenZhen in the article... Message 15657272 ...I believe there is room for cautious optimism, no more. Such optimism as I have is based on the fact that Wi-LAN's products have apparently been recognized as best-of-class, that Wi-LAN has evidently been (a perhaps unwitting) part of a new Chinese technology initiative, that Canada has long had a good relationship with China, and that therefore, Wi-LAN has an early start at being considered and evaluated for providing future high-capacity coded OFDM networks. This, in spite of the fact that the equipment provided at ShenZhen is not coded OFDM. But there's a long way to go, and my hopes are guarded. Best, Jim