Proxim Corporation (PROX) Message Board

CISCO's interest in AIRO is, simultaneously, an
informed and sophisticated opinion that the sector is and
will be a high growth sector.

PROX is a
formidable force in the wireless LAN sector.

It is
true that a rising tide lifts all ships.
Prox will
benefit from growth of the sector.

I had a nice
ride with AIRO - after experiencing that very large
move, I bought some PROX because I felt it
underperformed what AIRO was doing. After the morning
announcement, I bought PROX on the opening. I do not trade -
this is a long term committment to hold and grow as
the wireless LAN sector grows. And I will most likely
add to the stock.

It helps that the stock
broke through a double top - it is technically on its
way for a large move.

Because of the AIRO
acquisition, PROX will also be a target for a takeover. It
would appear that if AIRO is a fit with CISCO, LU (I
would bet) will have to look at PROX.

Comment
is invited.

Could it be that Airo as part of CSCO now has the
limited horizons of a large, diversified company that
will do great, but whose acquisition puts an upper
limit on the price--aproximately .6 of a CSCO
share?

Whereas, for Prox, we now have rumor and positive
uncertainty.

Something: like way up on rumor, not so way up on
news.

Lot's of consternation and feeling ripped-off on the
AIRO board. Posters feel sold out and missing what
they were sure would be a two or three bagger. On the
other hand, one poster said that AIRO and CSCO could do
the math better than anyone, and that the price must
be a fair estimate of AIRO's intrinsic
value.

Talk about insider selling by the AIRO management!