Hi to all,
$27.65, small price of big partnership? It was official in the morning, it is unofficial now. Nokia's pavilion was exhibiting IW's WAP applications, no sign of pavilion or WAP applications as of this moment. It appears that Infowave has more aggressive strategy than its daily trading, in getting together with those who are the big players of the industry. BellSouth, Bell Atlantic, Phone.com, Nokia, Wireless Knowledge(Microsoft & Qualcomm), Sierra Wireless, Glenayre.
Is your head spinning yet?
On February @ in France IW and PHCM will exhibit on GSM Show:
"As Infowave enters into the GSM market, the wireless division will begin to focus more on GSM related conferences and exhibitions".
OK, we have a product and we are entering the market. Not only Mobitex, CDPD, but Sierra's deal for CDMA and Phone.com's workings for GSM, is this cornering the
market? You bet. CDMA product is probably ready as well, so don't expect a long wait neither.
How about WAP?
WAP applications with Nokia are beautiful things as WAP is the name which is bringing huge attention. Driving to my work I have seen a poster from Ericsson about WAP, just a bit smaller than Nokia WAP phone builder. You see, Ericsson made a deal just about 4 days ago with company called Extended Systems and if you read this you will find it very interesting:
biz.yahoo.com
and this fragment:
"To initiate the agreement, Extended Systems will provide its XTNDConnect PC mobile data synchronization and management software to bundle with select Ericsson phones, the first one will be Ericsson's WAP-phone R320.
XTNDConnect PC provides mobile knowledge workers with the ability to synchronize and manage information such as
contacts and schedule between personal computers and Ericsson mobile devices. XTNDConnect PC supports
synchronization of applications such as Microsoft Outlook, Lotus Notes, Lotus Organizer, Symantec's Act!, NetManage Ecco Pro, and Goldmine with Palm Computing, Windows CE and Ericsson mobile devices."
Infowave is more defined and more oriented in specific direction, but if one can speculate analogy, I wouldn't
mind see IW as a companion of choice made by Nokia in the area of Outlook alone. XTND is worth about $587.7M US which is about $822M Cdn. They also deal with Motorola:
biz.yahoo.com
Nice, but guess what? Symmetry does similar things for any pager out there. If IW was to match "Extended" valuation, $35.00 per share would be in order, noting Symmetry and future Nokia's collaboration only. |
