Openwave Systems (formerly Phone.com & Software.com) (OPWV) Message Board

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Technology Stocks : Openwave Systems (formerly Phone.com & Software.com) (OPWV)

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To: KaiserSosze who wrote (143)	11/17/2002 10:32:10 PM
From: Lizzie Tudor	of 184

KaiserSoze, Its actually Eric L. that understands this company much more than I do. I was in for the ride and sold most of what I held too early. (no big deal though, since I moved the money into other stocks that also ran). Once opwv traded for less than cash, it was a no-brainer. Now its a little over cash... different story, The reason opwv once was $200/share was due to an assumption that they would win the "wireless browser war" based on their management and time to market. But now that looks extremely unlikely with microsoft in the fray, brew/qcom... the carriers and others creating their own platforms. Its fiercely competitive but just like with all software, you are one killer app away from dominance in the platform mkt. Right now opwv is pretty vulnerable though. The good news is they have Sprint, and that T68i camera phone so some new products are opwv. I don't know... I guess it just comes down to whether you feel lucky! Lizzie

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