Synchronoss Technologies Inc (SNCR)

[bowonwing]

Brightpoint will be bigger than you think. (from lbcamera on Yahoo mb)
The deal they have with T-Mobile is all inclusive
from what I understand. This will finally I
believe make Sncr less dependent on AT&T.

Brightpoint has a very good customer base and by them implementing Sncr within their mix, Sncr
will surely benefit.

OEM's Dell etc.. will be imbedding the Sncr
platform within their devices if I understand this correctly the end user will have to use
the imbedded platform for any services they want to use. Why would anyone want to take 2 or 3 addtional steps to add a service?

Very smart business in my mind anyway.

Sprint more automation than manual this is also a very good scenerio. Adds more to the bottom line going forward.

Sprint's most recent Quarter just reported and although they have lost paid contract subscriber growth their pre paid business more or less made up for that loss.

Reading into the transcripts on Gross Margins
will be slim very short term. R&D expense for
this coming Quarter will increase taking away from the EPS because of situations that are happening faster then they had anticipated and need to spend the money I would imagine on the software side.

This is a very young company and yes it started out with a bang Iphone related and did very well. The success story started there.

If AT&T & Aaple hadn't gotton greedy and decided to eliminate Sncr from the 3G roll out
I believe we would have a different stock price right now.

After getting screwed by AT&T I guess management woke up and lloked at all the different directions they could go in.

The have diversified into different areas and going forward I believe this story gets much better with time.

LB