C'mon Keith, step up to the plate and give us your lowdown.
Being an insider, there is much that I cannot legally say. But I already have said much in this thread, which you can review. What do you want to know, specifically?
The point I make relating to cellular phones is that we are giving away our browser, but making money on the servers, services, hosting, partnerships, and advertisements.
But in general, we are generally poised to do very well, and I believe that we are undervalued relative to the search engine companies. Of course, many people are arguing that the problem is that they are overvalued, not that we are undervalued. In any case, I believe that the parts of our company dealing with enterprise and ecommmerce software and services are very much discounted when evaluating us. All of the debate out there still seems to be about browsers, which is so passee. |