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Of all the wireless companies, what does everyone think is the best play right now?
For me, it's wi-Lan
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I can't just name one.
I like PUMA, RFMD, ARMHY and NOK.
--Hjelmerus
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Armhy is an incredible company, i suspect that it is unstoppable in the next five - 10 years. I agree! Not enough people know about this one...
What about smaller companies?
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This is an easy one for me.
WaveRider Communications (WAVC).
CS
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My pick would be ARTT, a wireless broadband internet service provider with connections to qwest which (along with others) invested $251M in ARTT last september.
ARTT and Qwest also has colocation agreements which enable ARTT to connect its wireless network to qwest's nationwide fiber optic network thereby effectively solving the infamous "last-mile" problem.
Its competitors are Winstar (WCII) and Teligent (TGNT)both of which have a market cap around $4B (ARTT's cap is about $800M).
Although WCII and TGNT are formidable players in this area, ARTT's focus specifically on broadband data (as opposed to data + voice) as well as the fact that its stock is trading at a discount to its peers, creates a good opportunity for investors.
prosper,
-camako
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With all the media attention to security lately, what about Certicom? This small market cap Canadian company is currently traded on the Toronto exchange (CIC.TO) and available to U.S. investors as an OTC stock with ticker CRTJF. Supposedly a NASDAQ listing is planned this year. Does anyone know of other wireless security companies??
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Wi-Lan gets my vote.
Undervalued compared to its potential. Has QCOM potential if its business plan gets executed properly and marketed correctly.
