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Technology Stocks : Openwave Systems (formerly Phone.com & Software.com) (OPWV)

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To: TraderXx who started this subject8/27/2001 4:17:05 PM
From: Kevin McKenzie  Read Replies (2) of 184
 
This is in response to a question posed on the Amazon thread (but regarding OPWV).

Message 16265537

The question is "Who are OPWV's competitors?"

My initial response is taken directly from OPWV's 2000 annual report

biz.yahoo.com

We expect that we will compete primarily on the basis of price, time to market, functionality, quality and breadth of product and service offerings. Our current and potential competitors include the following:

Wireless equipment manufacturers, such as Ericsson and Nokia;

Microsoft;

Wireless Knowledge, a joint venture of Microsoft and Qualcomm, as well as a similar European joint venture of Microsoft and Ericsson;

Systems integrators, such as CMG plc, and software companies, such as Oracle Corporation and iPlanet, a Sun/Netscape alliance;

Wireless network operators, such as NTT DoCoMo;

Providers of Internet software applications and content, electronic messaging applications and personal information management software solutions; and

Providers of unified messaging products and services, such as Comverse and Critical Path.

In particular, Microsoft Corporation has announced its intention to introduce products and services that may compete directly with our UP.Link, UP.Browser and UP.Application products. In addition,
Microsoft has announced that it intends to enable its Windows CE operating system to run on wireless handheld devices, including wireless telephones. Microsoft has announced its own browser, called
Mobile Explorer, for these devices. Furthermore, Nokia is marketing a WAP server to corporate customers and content providers. This WAP server is designed to enable wireless telephone subscribers to
directly access applications and services provided by these customers, rather than through gateways provided by network operators' WAP servers. If Nokia's WAP server is widely adopted by corporate
customers and content providers, it could undermine the need for network operators to purchase WAP servers. Many of our existing competitors, as well as potential competitors, have substantially greater
financial, technical, marketing and distribution resources than we do.


I'm currently long OPWV, but very cautiously optimistic.
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