Notify Technologies (fka NTFY)

[scopina1]

The major competitor in their eyes is "Good Technology". They have the most similar product offerings and are a bit out in front of them in regards to gaining traction. The main adavnatge they have over everyone else is that they are a hosted solution or "cloud" based platform which does not require any in house hardware or servers setup.

(I personally see this as the biggest x factor as it is much easier for companies to subscribe or start the service) They figure they have a 1-2 year window before the other companies catch up.

They are not sure if they will file quarterly or just yearly financials going forward.

They will continur to issue press releases as any publicity only helps the product launch.

This notifyMDM gives them access to a much much much bigger market then they currently operate in. If they are lucky enough to carve out a niche they will definitely crush it. Subscription based software has huge margins.

Their inital focus it sounds like are the second tier size companies. They can handle the fortune 500 companies but feel there is significant opportunities in the medium size business industry.

A good sign will be if costs jump huge compared to the income. Income gets realized over a 12 month period while sales commissions and inital joining expenses are incurred right away.

I have no position.