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

To: axial who wrote (7092)	5/22/2001 4:44:11 PM
From: Cush	Respond to of 16863

Not much of note in the house positions today, IMO. It is unusual to see that one, large order on the sell, at the close, was through House 2, Dominion Securites (which is also Royal Bank's Action Direct). 22,600 shares offered at $6.49 Otherwise, rather nice day for Wi-LAN. Cush

To: axial who wrote (7092)	5/23/2001 8:21:34 PM
From: Rob S.	Read Replies (1) \| Respond to of 16863

I agree. Wi-Lan appears to have early and important IP but as a practical matter that is only as good as it is enforceable. Looking at the company from an operations standpoint isn't as exciting at this point because of the sorry state of affairs in the telecomm and Internet infrastructure industries. Even where the business case for WBB makes perfect sense the financial backbone of the surviving companies often does not support near-term growth. Just how important and how much force Wi-Lan can muster to fight for acceptance of their IP position remains to be seen. Even if they have a "basic" patent position does not necessarily mean that their competitors or communications chip companies will gladly fall into line to pay royalties without a very painful fight. Keep in mind that Wi-Lan is small. How much Philips would be willing to help enforce patent claims and how important these claims prove to be in light of the evolving body of technology remains to be seen. Wi-Lan should forge as many alliances as possible during this formative period in order to create momentum behind their standards and help to ensure patent acceptance without expensive litigation. I'd like to see more sales and better profitability as well as neat technology. The other thing I'd like to see is for Wi-Lan to get a NASDAQ listing. I am following the company strictly because they are in the FWBB and OFDM technology sector as I can't trade the stock easily here in the U.S. It's time they get a listing on an exchange with other tech companies.

To: axial who wrote (7092)	5/26/2001 1:06:01 PM
From: Rob S.	Read Replies (1) \| Respond to of 16863

Following up on multi-modulation as the next step beyond 2nd generation FBWA, I find new companies that offer adaptive antenna arrays and software that can be used in conjunction with exciting PCS and FWB systems to enhance bandwidth and QOS. Arraycomm is one company of interest: arraycomm.com Three major areas for FBWA development over the next several years will be: 1] basic modulation schemes and standards - primarily centered around OFDMA developments. 2] Wireless IP protocols and software management systems. This must be designed toward seamlessly fitting with Internet infrastructure and provide such features as VOIP, network management, provision and QOS management. 3] Making use of adaptive array antenna technology to extend bandwidth and improve QOS and provisioning capability. Beamreach, IoSpan, Malibu Networks, AT&T and others plan to introduce what might generally be called multi-modulation systems that have a primary benefit of targeted adaptive array antenna technology. Increased emphasis is also being placed on the network management aspect in order to accommodate VOIP and QOS provisioning. A reason I am interested in MM and adaptive array is because I want to understand what effect the entry of the new OFDM MM companies will have on Breezecom, Wi-Lan, NextNet, etc. and how readily these companies may find it to take advantage of MM/adaptive array capabilities in the future. It appears to me that these companies can make use of targeted adaptive array antenna and MM by incorporating Arraycom systems into theirs. Of course, Wi-Lan, BRZE and Wi-Lan have already incorporated some aspects of MM already but how much of a commercial advantage the new entrants will have remains to be seen. It seems to me that Wi-Lan and others must be able to show a migration path from currently viable systems to the enhanced systems in order to win over arguments of these new entrants.