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Wi-Fi Stocks: Too Fast, Too Furious
With all the hype over WiFi, some are worrying that people are creating a WiFi bubble in the stock market. The article correctly points out that the companies that directly benefit from WiFi might not be such good buys, and have little pricing power. This is a situation where the indirect benefits greatly outweigh the direct benefits. The article suggests that the true beneficiaries of WiFi may be computer makers who sell more WiFi-enabled machines, rather than anyone directly selling WiFi infrastructure, equipment or services.
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