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'.