The new iPad HD is rumored to support 4G, yet sales numbers tell you that the 3G-capable iPads were far outsold by the WiFi-only iPads. Mobile companies will continue to charge a fortune to everyone who wants to regularly stream or download HD video for every on of their future Apple products! That's why everyone will instead stream or download HD content over WiFi anytime and anywhere they can get WiFi access. Boingo is PERFECTLY positioned to support the growing business of HD content streaming and downloads! It wouldn't surprise me if tomorrow's pending iPad HD announcement from Apple is one reason that WIFI is green today in a very red market. Boingo to the moon! :-)
Looks like the wi-fi players that own their own networks (WIFI, TWER) have been the near term winners along with a wi-fi consolidator/network owner (IPAS), while the equipment manufacturers are lagging, ALVR ARUN MERU PROX AIRO with the exception of UBNT, a recent IPO making new 52 wk highs.
I'm sure I missed a few, anybody else have a list of wi-fi stocks to monitor?
I think same concept applies even more to TWER. Boingo (wifi) is having a great day. TWER will start cathing up nextr week.The earthquake will be high in the Richter scale. The waves of the occean after that might not be very healthy for naysayer, doubter, shorts, put holders..