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Technology Stocks : Stratex Networks, Inc. (STXN) -- Ignore unavailable to you. Want to Upgrade?

To: Rob Preuss who wrote (1562)	2/3/2004 12:11:01 AM
From: Peter Ecclesine	Read Replies (1) \| Respond to of 1762

Hi Rob, >>My guess is that the new Eclipse product from STXN not only puts wireless termination front and center... but that it also does a good job with land-line termination and with handling all the other functions.<< The last few years were filled with 'unified control planes' that administratively married optics and electronics - o-e-o. You can look at Millimetrix and Ceragon for Sonet regenerators that connect fiber with copper. Make wireless like fiber or make wireless like wire, or both - www.cablefree.co.uk First, best, cheapest are the three waves of products, but maybe chapter 8 of 'The Innovator's Solution' has a better analysis - do the offerings under meet the demand, or do they overshoot demand? >>>One interesting question in this battle is how much of a barrier wireless termination/linkage is to the old-line guys<<< You agree that Part 15 wireless termination/linkage is harder than Part 101?, or do you think that WiMAX will succeed in Part 15 over WiFi outdoors? ;-) How would you characterize Cisco's Aironet acquisition - as a success, or just a reaction to a lack of an internally developed WLAN product, or maybe just listening to customers and taking action? How about the Linksys acquisition? especially in terms of 'barrier wireless termination/linkage is to the old-line guys' - cheap, fast, and profitable, pick any two petere - full of questions. Tune in tomorrow after market close for answers.