I continue to hear from industry contacts that they're doing very well in the market - they have good products and are winning several deals. |
If the activists were never there, this company would still be stand-alone. |
In a growing market, they still have execution and expertise. |
It comes down to who has more capital. |
It's basically set up to help keep an eye on sailors who are going down to Mexico. |
It's usually a matter of time when somebody's wanted until they have contact with the police and the police run their name and date of birth and their information which generates the want from another agency. |
The good news is that they're a step closer to putting this behind them. |
The trick will be to bring together the networks and the applications they can deliver on top of them. They still have to prove they can bring in applications like ring tones and content on top of it in a clean, integrated manner. |
This is clearly a widespread issue. |