Good morning, here is a copy of the reply, followed by my questions.
X-AIGFROM: <browe@pumatech.com>
X-AIGTO: <ghenry@pdq.net>
From: Brad Rowe <browe@pumatech.com>
To: "'ghenry@pdq.net'" <ghenry@pdq.net>
Cc: Wendy Peter <wpeter@pumatech.com>, Bruce Nakao <bnakao@pumatech.com>
Subject: RE: Investment
Date: Fri, 27 Mar 1998 09:14:25 -0800
Dear Gary,
We've developed a multi-patented third generation synchronization
engines that is OS and platform independent. So our big advantage is
that we support multiple devices and multiple applications, which is
precisely what corporate buyers want. MS already gives away free sync
conduits between CE and Outlook/Schedule+. Nonetheless, users still buy
upgrades from Puma to support these apps, due to the rich feature set we
offer, as well as the fact that we support 20+ other devices and almost
20 different applications. We are also currently opening our sync
engine architecture via an SDK that will allow a broad range of software
developers to link to our engine and connect to the growing number of
devices we support.
We do in fact license our software to OEMs directly and receive
royalties, however we do not break out pricing for competitive reasons.
We also typically sell our software retail at $69.95. And we do indeed
plan to open an office in Japan.
Thank you for your inquiry.
Best regards,
Brad Rowe
President & CEO
> -----Original Message-----
> From: Wendy Peter
> Sent: Thursday, March 26, 1998 11:11 AM
> To: Brad Rowe; Bruce Nakao
> Subject: FW: Investment
>
> I am forwarding this investor inquiry to both of you...not sure who
> wants to answer.
> -----Original Message-----
> From: henry [SMTP:ghenry@pdq.net] <mailto:>
> Sent: Thursday, March 26, 1998 11:05 AM
> To: invrel@pumatech.com
> Subject: Investment
>
> Dear Sirs,
>
> I have requested an investors packet and am looking forward to
> receiving it. I am working hard to understand your technology so
> please bear with me. My biggest concern is this, while I know that
> Puma has a big head start in your given market, could Microsoft create
> a similar technology and give it away with their CE OS, say similar to
> what they did to Net Manage and TCP-IP connectivity. I do not know how
> extensive your patten protection is and Microsoft has taken this
> approach in the past just to sell their OS. I would also like to know
> how your business model is structured. I am guessing that you have a
> royalty payment with OEM's who bundle your software, and that you are
> pushing for retail distribution as well as web based sales for
> software and upgrades. If so can you give me an educated guess at
> dollars on each OEM sale? Last of all, do you still have plans for a
> Japanese office expansion?
> Thank you
> Sincerly, Gary Henry
Jag, I feel comfortable with their lead, and cross OS & platform
capabilities. Also as I mentioned earlier the cost of hardware is
rapidly falling to a point where the public will become a buying force
as well as business, therefore the need for Puma's product should
do extremely well, hence my feeling for a great 99 and beyond.
Henry
well as business |
