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Re: Zeev Hed post# 27422

Friday, 09/20/2002 10:33:59 AM

Friday, September 20, 2002 10:33:59 AM

Post# of 704049
Zeev, any thoughts on ISIL as a pure play on 802.11 .... or do you think that INTC will 'eat them alive'? (the reason ISIL has recently sold off)

Today, Warburg put out a strong buy recommendation on ISIL, target $23, saying that it is their belief ISIL will be the exclusive 802.11b chipset provider to MSFT's 3 new WiFi products.
Some insiders have recently sold ISIL, which to me signals 'caution'.


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