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Technology Stocks : GWRX Leader in Smart Phone Market
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To: Forrest Coile who wrote (863)1/21/2000 9:16:00 AM
From: Mark L.  Read Replies (1) of 960
 
If you don't like this stock tell us exactly what you don't like.

I think the price is being dictated by people who have an unrealistic view of the challenges facing GWRX. GWRX will face enormous pressure not to pursue their licensing claims beyond a more modest level (the platform fees, not the company fees--which I think no one will object to). First of all, GWRX is not the only intellectual property rights holder for WAP. There are three others. My reading of the Protocol makes me think that GWRX represents, at best, 1/3 of the Protocol's IP. If the three other IP holders were to charge fees similar to GWRX, then that would start mounting up and would more significantly increase the cost of the phones than people would like. GWRX is subject to substantial pressure from Ericcson, who is an important customer, and thus someone whom they would have to listen to (I assume that the situation is close to a wash for Nokia so Nokia wouldn't care one way or the other). PHCM carries enormous weight in the WAP group and presumably would object strenuously.

If the opposition gets heated, then there will be significant patent litigation. What GWRX is claiming in their press release as their IP seems exceptionally broad. I'd like to know why HTML or Windows 98 or any OOP interface does not supposedly fall under their patent, given their claims. The only IP claim that looks special to me is the use of hints.

Even the most bullish of investors, such as the analyst who just upgraded the stock and appeared on RadioWallStret yesterday said that he's expecting $1.50 per share of extra REVENUE by 2004. And that's assuming everything goes according to GWRX's current pricing plan.

In summary, I don't think GWRX is a bad company, and I think its future is brighter than its past. The future is just not as bright as the current stock price would indicate.
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