Hi all,
IW hits 25.40 yesterday and today closes at 20.00. Well correction, consolidation whatever you want to call a profit taking has taken a large part of today's trading. Volatile trading in IW is not a new thing, we have seen it all before. What is important fundamentally nothing has changed, or let me rephrase this everything got better. Today couple of things caught my eye. First Bell has announced new service which appears to include IW offering,
biz.yahoo.com
Later on today Bell released some numbers which clearly state that they are number 2 provider in US. Add to this Vodafone AirTouch and GTE Mobilenet which should soon be one(as per mergers announced to date) and IW as I said before may run in to over time supplying their software. Symmetry got also a beautiful release. In most simple yet profitable way every AccessLink II pager will have it ready to go. We can expect a number of carriers to be coming out with this pager in offers to their customers. Pagemart and PageNet and I believe MCI's Skytel are having them on display already.
On another front sale channel has been opened through Compaq which is a nice touch. Touch which can turn into a huge punch if the depth of the arrangements were known in all details. Last but not least in article Nokia and Phone.com was mentioned with IW. As per writer IW uses Nokia phone browsers, which still at the same time allow IW to build applications in collaboration with Phone.com. Obviously time of TDMA and CDMA Infowaves for Net and Exchange is near, the Merlin will be for those networks what Symmetry is for Reflex and pagers.
Vodafone has also rounded up some big players today for their wireless business. The names Sun Microsystems, IBM, Erricson , Nokia, Palm Computing and Psion.
It would be interesting what BEL/Vodafone can cook up for IW. As I wrote before benefits will be enormous, IW is not a stranger neither to Nokia's or Erricson's work, IBM for some reason doesn't fit in my opinion, but wireless is way of the future, nobody wants to miss it, I guess. John Karidis, an industry analyst at Commerzbank in London, noted that Vodafone lags behind other firms in the race to
develop mobile e-mail and other Internet services. BEL Mobile seems to be not having those problems as their offer covers all e-mail methods including Exchange. It remains to be seen if IW can be found by Vodafone, logically I speculated in December, yes it can. Since Psion is there and Palm Computing is there, Windows Powered or Pocket PC are not a first choice of OS, Microsoft wasn't even invited. Would this prevent such a connection because IW works exclusively works on Windows? Maybe. Nobody really knows what R& D is working on these days. The momentum has been placed on sales channels and partnership, for sure nobody can tell that it would be impossible. Sal Visca was appointed a CTO in December, he worked for IBM for 12 years. Maybe IBM presence is not as surprising in line with Vodafone after all since IBM former lead architect, strategist program manager and development manager became Infowave's CTO. Again time will tell. |
