abew4me,
I believe that TI thinks that somehow down the road they will be able to make money by having a productive relationship with Airbee Wireless. How much money they can make can be debated in detail here. I don't know what TI is going to do, I can only look at what they have done, and ABEW, and invest accordingly. It is my hope that Airbee Wireless will be the sole provider of Zigbee software to TI, but no one really knows. I feel safe in saying that TI was impressed enough with Airbee Wireless software to start a business relationship with them. What fruit the relationship yields will be known in a couple of years?
I do wonder whether Airbee Wireless will be able to prevent stock dilution, until revenues start coming in. The second half of 2006 is crucial for ABEW, IMO. IMO, they need revenues then, to prevent dilution. Also, IMO, I think that there is a chance that ABEW will get bought out. The Zigbee market should be pretty big, and the big players are going to want as much of it as they can get. Margins on software are very high. Also, Airbee has established relationships with various companies. IMO, these relationships also add value now for ABEW.
Regards,
wampuscat
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