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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (528)	3/2/2006 12:06:23 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 20435

Taro, Re: ATHR and "My bag is limited to the technical/commercial side seen from inside the product as well as seen from the outside market. Quality of management obviously being key and much of that based on how they behave, what they say, does it make sense or not...for all of that is complex enough and also, I have a full time real job to take care of. Maybe that sounds more like Vodoo to you." Not at all. All are very important and I assume ATHR passed those "screens" for you. Re: Quality of Management, I imagine you've followed their management long enough to have a favorable opinion as well. Can you site any detail here? As an EE, I imagine you understand the technology much better than most. I believe Broadcomm and Marvel are competitiors in 802.11n, with ATHR being the smaller. I'm not impressed by BRCM's management. Any thoughts on how ATHR stacks up against the competition. Would appreciate your further thoughts when you have the time. TIA- jim