Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Novatel Wireless (NVTL) -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (27)	7/11/2001 2:00:59 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 38

Rarebird - Why would NVTL promise to produce a modem that runs faster than the underlying network? Perhaps this is the case, but it is hard to believe. Was there a press release issued? If not, where did you learn of this promise? Perhaps it is easy to fault Novatel for not forseeing the problems that MCOM would encounter but if you are going to do so then please include Worldcom and Paul Allen's Vulcan Ventures among the duped. Worldcom's exposure to MCOM is something like $300 million, I do not know offhand how much Vulcan invested. What was the first product offered by Omnisky? A Minstrel V. YadaYada? A Minstrel V. To say that NVTL "ignored" the Palm market is just wrong. Also, how is it that SprintPCS automagically wins if NVTL goes under? I'm not following that one. Sierra Wireless possibly, but SprintPCS? Certainly many, many people have not correctly forseen how exactly the wireless landscape would develop. That "myopia" is hardly unique to NVTL.