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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (44616)	7/18/2001 8:52:42 AM
From: Eric L	Read Replies (2) of 54805

Tinker, re: Openwave Systems Inc. (OPWV - NASDAQ) << Having just purchased Open Wave, a stock that was discussed here maybe a year ago, >> I hope the investment works out well for you. I'd sure like to see an updated project hunt on this company, which is increasingly referenced. I followed Unwired Planet pretty closely through the phone.com IPO. I really have not followed OPWV as closely as I would have liked to, I could never really get enough of a grasp on the business model of phone.com to pull the trigger on a purchase. I also thought that WAP had a short window but it looks like WAP 2.0 will breathe new life. On the server platform side Nokia seems to be a distant 2nd to OPWV. I saw a comment on one of the Qualcomm threads questioning why Openwave was necessary with BREW out there in the world, and I think that the answer is that you need a powerful, flexible (and secure) platform to distribute and control the life cycle of BREW apps, and of course since Openwave and WAP are technology agnostic they play across the whole spectrum of the wireless data tornado we think is coming. I've meant to look at them closer. Think I will. - Eric -

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