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To: Saturn V who wrote (181332)	5/24/2005 3:21:13 AM
From: Amy J	Respond to of 186894

Hi Saturn, Thanks for the article and info. Saw this here: Intel's Wimax strategy: ftp://download.intel.com/intel/finance/presentations/IR-March-23-updatefinal.pdf On a different note, money.cnn.com "But perhaps the most interesting aspect of the study was that businesses don't show nearly as much loyalty to service providers as they do to the companies that make wireless devices. Of the eight firms tracked in the survey, four were named leaders: Nokia (Research), Motorola (Research), Sony Ericsson and Research in Motion (Research), which makes the popular Blackberry. ...companies care more about who makes their phones than which service they use on them. "These findings could be the wireless service providers' worst nightmare if they indicate a shift in preference to the mobile handset [manufacturers]," said Iain Gillott, president of iGillott Research, a wireless industry consulting and research firm. So with that in mind, the true telecom stock winners may not be service providers but the device makers that scored highly in customer satisfaction and loyalty. "Looking at the results leads me to say that the probability for cell phone unit sales to continue surprising experts for a third consecutive year remains very high," said Albert Lin, an analyst with American Technology Research. money.cnn.com Regards, Amy J