lancer
12-19-2005, 05:57 PM
What do some of you think about the emerging WiMax technology to replace WiFi. Cramer talked about this i think about a month ago and mentioned Alvarion (ALVR) as a strong play as well as being cheap. Now my question for anyone that knows anything about it is what is really a better play on WiMax....Alvarion who is the world leader in this segment or Intel who provides their chips and would likely supply chips to any other company wanting to get into the WiMax act......and with Intels already strong position versus Alvarions 500m market cap and basically emerging situation is Intel a safer play or is Alvarions possible upside just way to good to pass up on....whats the better risk to reward.
thanks
thanks