Joe,
Thanks for the comments. The Windows CE devices will only get better. The HPLX is a DOS only device without the level of synchronization built into Windows CE <-> Win95. Currently the level of synchronization is file, contact and scheduler. This will broaden to applications as well. Very important for the vertical application marketplace. ISVs are already building applications to take advantage of this feature. I suspect that within 12 to 18 months PSION, Pilot, Zaurus and others are on-board with Windows CE or their markets will be close to gone.
Now, let me respond to some of your concerns:
1) Motorola should have never gotten into the Marco or Envoy. Who needs proprietary OS' with difficult development tools? Microsoft has proven that it takes a large following of developers to create a market for an OS. Motorola has never been able to write software, and their corporate culture doesn't allow for it. These products were "still born" from the very beginning.
Nothing new about Motorola's statement regarding paging. They own the paging device industry for belt pagers and the newer high speed FLEX protocol. However, the data paging business is not just devices. The data paging market takes software, software and more software. If Martin and David didn't get this point across, they should have.
2) Socket's technology lead or advantage is in supplying a total solution for the data paging market. The hardware device is only 20% of the game. Motorola is interested in only selling devices. Their model is to make a pager and sell it to a carrier. This model does not work for the data paging business. That is why Motorola got out of the data paging business, and Wireless Access now makes only silicon. Software is the key, along with developer tools, LAN/WAN expertise, vertical market knowledge and many other things.
In additon to all of this, we do not need to sell hundreds of thousands of units to be successful......Motorola does. We can be very successful selling tens of thousands.
3) Shareholder dilution is a major concern, and it is a fact Socket needs additional funding. The "runway" for wireless is long, and it takes capital and resources to make it successful. I can only say we continue to work on the funding issue, and I have confidence that we will make it happen.
Stay tuned, and thanks for coming to presentation by Martin and David.
My five cents........
Mike Gifford |
