Dronamraju Ravi Prakash

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Tuesday, September 06, 2005

Wi-fi Narrow down 


I have been looking down at the wi-fi stocks for the past few days. There are a lot of different kinds of players in this space. People who sell building blocks, people who pioneer new kinds of devices, people who manufacture and sell devices, and people who sell services. It would be wise to take a look at each section and identify dominant players. Since Wi-fi is still fairly early, it is unlikely that we have THE leader in the segment of "people who sell services". I am looking into other segments to see who'd be a good investment. While looking at "people who sell building blocks" two names stand out. Broadcom (BRCM) and Marvell communications (MRVL). While the background info looks a little different for each of this company, it might make sense to just buy both of them. Should I get both? Am I missing any other companies in this space that are a better value?

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