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Dear CLS Shareholders, Couldn't help noticing that millions of CLS shares have changed hands just over the past week, mainly in response to risks associated with the CEO's departure and with Merrill Lynch's downgrade. Whether you are an existing shareholder, are just surfing, are a previous shareholder, or perhaps one that's just wisely lightened, CLS shares have not performed badly overall and Celestica is truly a fine company. That said, Sparky here urges you to take a look at Tiger Telematics (TIGR), the company behind a kickass feature-packed mobile gaming machine that was just unveiled, thanks at least in part to Celestica (see related CLS news releases), at the 2004 Consumer Electronics Show in Las Vegas. GAMETRAC is this machine's name and it's about to very-effectively lock horns with, and promptly steal market share from, the likes of Nokia with its gaming cell phone N-Gage, Tapwave with its pricey Zodiacs, Sony with its not-until-2005 PSP, and Nintendo with its late-2004 dual screen DS. And unlike any of the above, Gametrac utilizes a Microsoft Windows CE.NET operating system, which is one reason why it does so much more. Microsoft is understandably excited about its relatively-new embedded Windows CE.NET software and would obviously love a big old chunk of the mobile gaming market; but it has no entry vehicle! The way Sparky here sees things, the only way big old Microsoft's going to capture so much as even a sliver of this exploding mobile gaming market near term is to promptly cut some sort of a deal with TIGR. And, since MSFT is a zillion times bigger than TIGR, Sparky thinks those owning TIGR shares will be very, very well rewarded. So, to those who have liquidated some CLS, or are about to, think of this; with TIGR shares at 23 cents you can probably buy around 7500 shares for every 100 shares of CLS sold. Sparky PS - No offense at all intended to CLS or its shareholders by this posting. Sparky here is simply a huge fan of TIGR and wishes to point out that Celestica, as a TIGR partner & shareholder, is also very well positioned to directly benefit from Gametrac's success. | ||||||||||||||
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