To: Dexter Lives On who wrote (12606 ) 7/16/2003 5:01:46 PM From: Rob S. Read Replies (1) | Respond to Atheros? They have no current 802.16a development that I am aware. The WiMAX Forum group lists members which include the chip and equipment companies that have announced so far (www.wimaxforum.org). Alvarion has partnered with Intel to help them develop their WiMAX ICs in a timely fashion. ALVR is their symbol. Wi-Lan has contributed patented technology and is working with Fujitsu to develop ICs. Airspan (AIRN) has recently started work to develop WiMAX systems. Nearly broke Proxim has shifted some attention away from selling WiFi junk at a loss to start development of WiMAX systems. If they survive and don't cripple shareholders with debt or more dilution PROX could be a speculative play. Alvarion is my favorite. It has gone up a lot recently but so has almost everything in techie wonderland. The valuation on ALVR on an operations basis is no longer cheap but if you think WiMAX/802.16a will be a hit and a small company working closely with Intel adds some leverage, then it makes sense to buy at any time.
