Thieves or Masters of Illusion?Not sure what label to pin on Intel and Alvarion, since any WiMax certified equipment is dependent upon Wi-Lan, not Alvarion, Intellectual Property. Its not a piece of cake to get those patents that Wi-Lan has, and if you believe that they are valid (and nobody has proven they aren't), then this is a pretty fair speculative buy, despite what anyone on this board has to say about it.
I suspect that Intel will match the Fuji deal and call it a day, since the price is hardly onerous. Alvarion will too, especially once Cisco loses or settles - an outcome just on the horizon now.
Not to mention the positive times coming with the Fuji SOC launch in a few weeks.
Exciting time to own Wi-Lan stock!!