SPECULATION of what's to come...
Richard,
Someone on Yahoo posted that "Apple is the wild card"....got me to thinking perhaps Apple *is* still interested in a strong partnership, if not outright buyout, of GVIL...but didn't want the "baggage" that came with the "old" GVIL....namely the modem business.
Makes sense that Apple could ill-afford to buy a modem reseller in the now-limited Mac market...to do so would instantly alienate all other [what few are left] Mac-OS modem developers (Supra, Hayes, Megahertz, etc), and in essence stifle all further development if not outright kill the niche. Mac owners and Apple would suffer without doubt to not have a thriving modem segment developing innovative products for Mac owners. Er, uh...not to mention selling modems isn't immensely profitable these days, and Apple doesn't need more unprofitable divisions.
So...they entice [or coerce] GVIL to sell a now-hopelessly commoditized old-paradigm business to birth a debt-free business now free to explore the next wave, perhaps with that unnamed new partner.
I am not privy to these new entertainment & network "boxes" I keep hearing rumors about, but this is the only rational spin I can give today's events.
I do not own shares in GVIL, however...but hope their quality product stays around. Heck - I bet I've got 50 or more of their modems in inventory as I write this.
c-man |
