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

To: Dexter Lives On who wrote (9682)	1/3/2004 11:50:51 AM
From: JAPG	Read Replies (1) \| Respond to of 16863

Hi KHL, I don´t think Wi-Lan needs VYYO anymore because the cash problem has been solved. But more importantly, VYYO´s market value today is twice its book value which makes it an expensive way to acquire cash (which -IMHO- is VYYO´s only valuable asset). Also, IMHO Wi-Lan doesn´t need VYYO to do business in China. I think that M&A activity could be in the area of concrete technology pieces to enhance Wi-Lan´s overall product. Again, I hope that minimal cash is used in these deals (stock is OK)and that the acquired company doesn´t hinder Wi-Lan´s profitability. Take care JAPG