Stock_peeker... all their scanners work on Android, Windows, and Apple already. Today's announcement is just the additional Apple level scanner. When I talked to the CFO, he said they currently have partners writing apps for 20 Apple products and 15 Android products. (They had an additional 65 SDKs currently sold where they haven't had the buyer contact the company for their free 10 hours of technical help---this is when they usually first hear of what the developer is up to).
Socket gives developers $5 for every new scanner sold that is registered. This is a real plus imo to encourage developers to use their product exclusively.
SOMO 655... the market for stand alone PDA's is decreasing. No question there. On the other hand, there are a lot of business uses where a tablet or phone is inappropriate. Plus, hundreds of millions of dollars worth of iPaq's are currently being used (The estimates I received are was the iPaq market in the US was $125M in 2009 and $90M in 2010). The iPaq was sold worldwide. It's not just changing hardware, but also software if you go a different route (plus teaching employees a new interface). In a lot of cases it's easier to just buy a replacement unit (which Socket has but with increased WiFi and memory and operating system). I will agree with you here that there are concerns here. This is where my worry with SCKT lies. The sales of Somo units in 4th Q disappointed me (that was the Somo 650). Management said they felt a lot of customers want the upgrade vs buying another product that is going to be replaced (pretty much what happened to them with the iPaq). 2nd Q will tell us a lot of what the potential here is.
AI
