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Gold/Mining/Energy : Meteor Technologies

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To: The Barracuda™ who wrote (1259)2/26/2000 7:10:00 PM
From: The Barracuda™  Read Replies (3) of 2127
 
Listening to Larry Ellison CEO of Oracle (part 2)

So what does this mean for MMI/Thoughtshare?

Let us assume that the TS tech becomes the standard for wireless Internet data transmittal and surfing.

Let us assume that TS licensees its software and charges $1 (one dollar) per unit per month or $12/yr/unit subscription fee.

And since TS is the "standard" it will have almost 100 % penetration in the new Internet phones

Here is the math

Larry Ellison's 1 billion Internet phone users * $12/yr/unit

= $12 billion/yr. revenue to MMI/TS

How will the market discount THAT repeating revenue stream?

How will the market discount the other uses for this tech?

Here is a hint

Microsoft has revenues est of $23 billion and they are growing at about 22%. MSFT has a maket cap of $480 billion

Feel free to take pot shots, the above seems awfully hype-e to me.
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