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Proxim Corporation (PROX) Message Board

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  • tbpatter tbpatter Nov 15, 1999 4:21 PM Flag

    compaq+proxim=

    Licensing would be a very good strategy. It helps
    propigate the technology and, as you mentioned, has huge
    margins.

    Overall it looks like PROX is
    experiencing some resistance at the 65 level. I think that if
    it breaks through we'll be on our way to dot-com
    heights.

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    • much over 65. The Compaq news is an attempt to
      position against the recent Compaq 802.11 announcements.
      Seems thin.

      I also can't see a big player
      wanting PROX, since they're so proprietary. We've now
      seen Nortel gobble up Netwave, Cisco buy Aironet,
      Symbol is a vertical solutions provider unto themselves,
      and Lucent as well. All these are 802.11 plays and
      there are one or two more to come that are not PROX. I
      think Intermec is their only hope for a buyout. Intel?
      Not likely, they love standards. Microsoft? No way.
      Motorola? Possible, but not likely.

      Any other
      thoughts, and why?

      Thanks

      • 2 Replies to AggGrow
      • >>The Compaq news is an attempt to position
        against the recent Compaq 802.11
        announcements.<<

        I don't know how you can say that. This wasn't just
        PR from Proxim. It was a joint announcement. They
        won a deal (and apparently the one you thought they
        lost to Aironet a few weeks ago).

        At the same
        time, I think the market is reacting the same way I
        did: "About bloody time!" Frankly, this is par for the
        course for a market leader.

        >>I also can't
        see a big player wanting PROX, since they're so
        proprietary.<<

        I also don't think a takeover is likely, but don't
        they publish their stuff via OpenAir?

      • Did you read the press-release and other
        write-ups? This is huge for Proxim. It confirms their
        technology, it generates name recognition, and it will create
        potentially very large rev. streams.

        As far as
        takeovers that is anybody's guess. Remember, though, that
        PROX is a player in both W-Lan and W-HomeNetworking.
        They are the world leader in both, and the Compaq news
        further attests that fact.

 

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