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To: axial who wrote (5294)11/18/2000 1:07:00 AM
From: jimbopost   of 16299
 
Patents & standards are essence of Wi-LAN's future.eom

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To: SurfForWealth who wrote (5283)11/18/2000 2:27:52 AM
From: glenn_a   of 16299
 
Hi Surf.

((Those descriptions about manic markets and investment strategies are perfect, aren't they?))
... Yup. :)

Also, your comments about Ericsson investing directly in tower/site infrastructure, as opposed to just selling equipment to carriers ... you know, I never really thought of that even after reading the article ... but I believe you are right, it is a bit of a different niche for them.

I wonder if Ericsson senses a possibility to extend its influence further down the 'channel' in delivering wireless services to the masses? And if Wi-LAN and Ericsson are somehow strategic partners in this process?

One other thought, regarding DTSX's acquisition of Telcor, and Wi-LAN's obvious green-light to proceed with the acquisition ... I believe I read somewhere that Telcor would, at least in part, evolve into a service force supporting Wi-LAN W-OFDM technology in the U.S. At the point at which WIN's WFA W-OFDM technology ramps up, could the Telcor purchase not be seen as a necessary and strategic acquisition in this regard?

Just some random thoughts. Comments welcome.

Best,
Glenn :)

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To: P2V who wrote (5284)11/18/2000 2:41:06 AM
From: glenn_a   of 16299
 
Thank-you very much for the MCOM clarification Mardy.

Interesting, I had previously appreciated 'right of way' purchase, for instance along railroad lines, for fiber buildouts, but had not really appreciated the same possibilities for wireless relay towers, if this is indeed MCOM's intention.

Best,
Glenn :)

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To: axial who wrote (5294)11/18/2000 3:17:38 AM
From: glenn_a   of 16299
 
THE PATENT QUESTION - Reply

Hi Jim.

Just wondering, you commented 'there is no question in my mind that Wi-LAN is enduring significant difficulties, some ... perhaps not so innocent.' Could you please elaborate further on this statement - that is, anything that is not of a confidential nature.

I agree with ScadaBoy's sentiment of openly discussing concerns re: Win's patent and its defensibility.

That being said, my sentiment going into such discussion would be that this is Wi-LAN's most defining public statement since the announcement of the formation of the OFDM forum. And once more, it would appear that CISCO forced Wi-LAN's hand. And like the last time, I am confident that it is not Wi-LAN's hand alone that is being forced, but rather an entire alliance of interests of which we are likely only dimly aware - however, with a strong suspicion that Ericsson would not likely be a disinterested by-stander ;) .

And, as with Cisco's formation of its V-OFDM forum, I suspect Cisco's recent purchase of Radiata may well have accelerated Wi-LAN's timetable - this time wrt a formal patent defense. I have every hope that this action is as well-considered and strategically viable as Wi-LAN's formation of the OFDM forum.

I think it is very likely that the 'middle game' that you earlier spoke is rapidly crystalizing ... perhaps quicker than many anticipated. The stakes are very high at this point I would think. And I feel it likely that any discussion we might have of this issue, while perhaps informative, could not possibly take into account deep undercurrents of which we cannot possibly know of, let alone decipher.

Just my thoughts. But it should be a fascinating time. I look forward to learning much about the intricacies of high-stakes business strategy. I hope Hatim as been reading a LOT of chess "How to" books lately! Well, that or the histories of great military battles. LOL!

All the best all!

Glenn :)

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To: glenn_a who wrote (5300)11/18/2000 6:16:45 AM
From: ddl   of 16299
 
Am I right here in guessing that Radiata has the right to sell in Autstralia, but if bought by an north american co. and then sold through n. american ownership, in n america, it infridges on win's n american patent rights?

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To: ddl who wrote (5301)11/18/2000 7:40:05 AM
From: JAPG   of 16299
 
ddl,

we are in the same wavelength. As far as I can see from Radiata´s website, they are a chip manufacturer. Their first 2 products are 2 IC to design 802.11a products for home/LAN networks. I don´t see how they can bring these 2 products to the North American market without infringing on Wi-LAN´s patents.

IMHO the lawsuit maybe against Radiata in Canada (soon after in USA). But this is just my speculation.

Take care

JAPG

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To: axial who wrote (5294)11/18/2000 10:15:43 AM
From: JAPG   of 16299
 
Jim,

I don´t think we can avoid talking about patent issues. It is at the heart of our investment.

Actually I believe it will be good for the price of the stock. I believe that much of the price drop is caused by FUD regarding Wi-LAN´s intellectual property. These doubts need to be dispelled.

Take care

JAPG

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To: axial who wrote (5294)11/18/2000 10:15:46 AM
From: P2V   of 16299
 
Jim & All .. On the Patent Question.

In my view, Wi-Lan's Press Release, regarding a Law Suit,
is essentially a "Shot Across the Bow".
After the shot has been fired, reasonable folks will wait
(perhaps a few weeks in this case) to see if their potential
adversary has sense enough to "turn away" or negotiate.


As shareholders, we are allowed to sit on deck, and watch
the action.
I do not believe that we should take up our weapons and
start our own mini-battle.

I will sit back in my deck chair, sip a bit of Newfy Screech, and wait (impatiently) for the next scene.

Best Regards,
Mardy.

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To: JAPG who wrote (5302)11/18/2000 11:18:57 AM
From: JayPC   of 16299
 
Hi JAPG

IMHO the lawsuit maybe against Radiata in Canada

This could be interesting. One thing that I do find strange is that a company was not named in the press release. Lawsuits are a matter of public record in Canada. I would imagine the name will come out shortly, perhaps in the Post.

Secondly, these are nervous times. A win in this lawsuit and our hopes of QCOM type revenue generation become more real. A loss and our money invested will shrink rapidly.

Regards,
Jay

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To: ddl who wrote (5301)11/18/2000 11:27:04 AM
From: glenn_a   of 16299
 
Hi ddl.

Unfortunately, I am not well-versed in patent law, however may become much more conversant over the next couple of months! :)

Your assessment sounds reasonable, but will have to see how things unfold.

I look forward to any contributions by SI WIN forum members on the intricacies of WIN's patent situation as things unfold.

Best,
Glenn :)

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