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Gold/Mining/Energy : Infowave Wireless Messaging IW:TSE
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To: Robert Dydo who wrote (1326)2/15/2000 3:47:00 AM
From: axial  Read Replies (2) of 1690
 
Robert - Great calls! Your posts point out the flip side of the "Yawn...no revenue" argument: that is, these deals are exclusionary in nature (though not exclusive), and represent future revenue-producing "turf" that will be increasingly difficult for competitors to enter.
I keep re-forecasting the revenues, but given wireless growth predictions for 2003, and assuming that Infowave has, by then, captured 5% of each market it's in, we're looking at hundreds of millions of dollars.
Not a wild estimate, by any means - that implies market share capture/adoption rates of less than 2% per year, from now to the end of 2003.
But if, as we have suggested, Infowave becomes a standard, then those adoption rates spike up - and so does revenue.

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