Keep an Eye on Alvarion as WiMAX Picks Up Steam

WiMAX is back in the headlines again. This technology takes two steps forward and two steps back on Wall Street, thus the pundits in downtown Manhattan have concluded that WiMAX is going nowhere. This is simply isn’t true on Main Street. In the real world it is becoming increasingly apparent that WiMAX is still officially the next big thing in data transfer over broadband networks. Apparently an increasing number of experts are claiming that in the coming months WiMAX will begin to take its rightful place in data transmission.

The announcement by Alvarion (Nasdaq: ALVR) that it would be expanding its product range to 2.3GHz and 2.5GHz, caused quite a stir in the wireless communications world, since the 2.5GHz spectrum is the only one currently approved by the Federal Communications Commission [FCC].

According to the team at online newsletter “The Bull Market Report” (subscription required) which recently reviewed WiMAX, Alvarion stands to benefit from the developments, and in particular from the competition that Intel Corporation (Nasdaq: INTC) will face from Philips’ new subsidiary. The “Bull Market” team believe that Alvarion and Sprint Nextel Corp (NYSE: S) are two companies in the wireless field that are worth watching next year.

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[CrossProfit_:]

Airspan (AIRN) apparently has 39% of the market and a broader product range. For a while AIRN was playing ‘catch up’ in technology to ALVR but it now looks as though AIRN has caught up and perhaps surpassed Alvarion. AIRN has firm orders and a Q4 delivery schedule whereas ALVR is still developing. This ‘three horse race’ seems to be getting more interesting all the time.

See: biz.yahoo.com/iw/06101...

Disclosure: This comment was submitted by a CrossProfit analyst and may not reflect the opinion of CrossProfit.com. Members of CrossProfit and relatives have recently opened substantial long positions in AIRN.
www.crossprofit.com

2006 Oct 11 06:45 AM

[CrossProfit_:]

All AIRN positions closed during December 2006 @$3.72.

Disclosure: Comment submitted in adherence with Seeking Alpha disclosure requirements.

2006 Dec 30 06:18 AM