I agree completely; the game is just starting for SPYG and others in this sector. The growth in information appliances is going to be astounding for the next several years. Last quarter, SPYG earned 5 percent of its revenues from a single licensing agreement with Xerox (microbrowser embedded in digital copiers). Project ahead a few years to a time when SPYG software is embedded in millions more devices made by its cast of blue-chip partners (General Instrument, Nokia, Sony, Toshiba, Motorola, Microsoft, VM Labs, etc.), and you can sense how incredibly vast the opportunity is for this company.
Anyone who thinks the Net device market isn't going to be huge is crazy. Imagine a day when all electronic games, whether playstations or wireless handhelds, are Net-enabled; when all people who use financial services have a wired gadget to manage their banking, insurance, and investing; when all business travelers carry a device to manage travel logistics and expense management; when doctors, patients, and medical facilities are tied together through networks of communications, diagnostic, and care-management devices; and on and on and on. We are talking about billions of devices that do real work and lend real value -- way beyond delivery of sports scores on low-bandwidth, WAP-enabled phones.
The information-appliance sector is by far my favorite going forward -- followed by business-to-business communications and broadband, running a distant second and third. |
