SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Phone.com [PHCM]
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jay King who wrote (541)9/30/1999 5:58:00 AM
From: Mark Oliver   of 1080
 
<I visited PHCM's booth at the recent PCS Show. They said that they offer the handset SW for free, and get money from the carriers.
Does anyone know they collect revenue? Do they get money each time someone accesses the Internet from the phone, or do they just charge a one-time fee for the Base Station software that the carrier's pay for.>

Handset sellers pay a one time fee, but no fees on numbers. The big money comes from the network operators. They charge operators a one time fee, plus a fee for every subscriber on a variety of packages starting with the Up.link server software. This is going to mean they will have growing incomes from each new user the operator signs. Many operators have no special fees to use Internet services which means their phones will come automatically ready to use these services. So, you can expect phone.com to gain very rapid user numbers.

Operators will also have to pay for software version updates. They also have services coming online called MyPhone, and provisioning services which allow operators to change the service capabilities of a phone remotely as well as communicate the users account information.

Currently, I believe phcm has signed 31 operators and they have collected something like 38 million dollars in unrecorded royalties. These royalties are recorded as new subscribers sign on.

There was a SEC doc filed yesterday. It describes their business. It's really a pretty strong position. It's no surprise that the market is wild over this company. Sorry I don't have any URL, but it should be easy enough to find.

Regards,

Mark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News