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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: 16yearcycle who wrote (49302)11/11/1999 10:46:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
OT SPYG

The way I see it is SPYG is a misunterstood company. They were once in the PC browser wars, and got crushed by MSFT. They had great technology, but was one of the copythem and then kill them MSFT victims. They have now taken their Browser technology and adapted it to Wireless, and appliance devises. We know how huge that market is! They are also using their software skills in a consultont fasion.
They have made major relations and JV's with Xerox, Toshiba,Sony, and about 30 other big time companies. They are providing SOFTWARE FOR Wireless applications for these companies. I have looked high and low for a company that is still small(relativly)to their piers in wireless(like Q once was). I think SPYG is it. They actually make money now, and trade at a 500 million MKTCAP. There is a tiny 16 million float. If compared to LIBRTE or PHCM(not exactly the same) this company is about 200-300% to cheap!! The achilles heel, is I dont know how good their products are and how they differ from comp's. I have been trying to find out with some Technophilles. I think that their JV partners validate their products, but would like a technichal's opinion. In my mind SPYG is a good speculative play in wireless that still is very very cheap compared to peers. I think this a pure specultive bet. It has already movey 200% in a month.