sharma was wise to drop the phones...
why?
the i-phone!
its the KILLER AP
meaning only 1 thing
its the AP that kills
its competitors
sharma's brilliance
equals
no clyw phone
clyw cant be killed
however
verizon
sprint
qwest
tomobile
and a host of smaller
MVNE / MVNO's
all will take a hard hit from
ATT
ANALists that doubt the iphone
are either
high on drugs (read retarded)
or
LYING BIG TIME so that they
can get out of
MOT
etc.
THE ANSWER: another killer ap!
the killer ap?
!~ASNAP~!
i may not be an analyst but im calling for a
1.) strong sell on palm, mot, nok and all other oems in the
phone space
2.) strong sell on sprint, qwest, verizon, etc carriers
3.) i am neutral to positive on associated network providors
4.) strong buy on T, AAPL, and CLYW because ASNAP is the ONLY answer to T and AAPL's strong position
glta
p2k