aurora703

The WiMax Deal Is a Disaster: How Google Got Snookered

Using your logic Wi-Fi should not only never have come about, it shouldn't work now either. Wi-Fi does of course work and is very popular, in particular because Intel put Wi-Fi chips in all it's laptop chipsets. WiMax chips will also be in all Intel's chipsets, even desktops, and WiMax, which really is just Wi-Fi on steroids, will work because the technology is sound and the backers/investors (which you mention above) have a very vested interest to see that it does. Most of your logic is otherwise very flawed. Sorry.

If We Sell on Good News, When Do We Buy?

In the previous post I meant to type "backhaul" product, not backbone, for CRNT. From some info I have researched there seems to be a concern that these 'backhaul" products are becoming commoditized and other companies may enter the market with lower prices. Also, the latest Sprint WiMax news seems it may be positive for CRNT, and definitely positive for ALVR.

If We Sell on Good News, When Do We Buy?

Mr. Cohen, I have read and enjoyed many of your articles. I own ALVR, SNDK and other companies that you have written about. I have just begun DD on CRNT. I don't know if you will read this, since the the article is now fairly old, but if you do I have a couple of questions for you. Why do you like CRNT and why do you think their "backbone" products are not more than just commodity-type products that anyone can make and what is your price target on CRNT? Thanks in advance.