JB,
You make a valid point. I have my concerns with INSP's ability to protect their wireless market share from a technology perspective.
Some possible ideas for consideration. Most every company can produce their own payroll, but several companies thrive providing this service. INSP, by offering a complete package of services can be positioned to do the same in wireless and other, as yet undefined, content markets. INSP can scale and then offer the services at a price point that provides a benefit to their customers. Still, if INSP takes too much pie, then certainly their customers will find a way to cost-effectively vertically integrate that service. Of course your point is still quite valid at this point, as we (or at least me) do not fully understand the detail regarding INSP's wireless offering. If the market is as potentially profitable as Jain and company have estimated, then certainly additional players will enter INSP's target market; either vertically via expansion by their direct customers or by new companies formed solely to target some of INSP's market share.
I have never understood what exactly is protected by patents.
As for your bet, I will decline, as I don't drink beer. Krispy Kreme doughnuts would get my interest -g- As for 1 before 10, I don't know. I'll let the market tell me and then place my bets. I have been unable to go long on any single stock for the last three weeks.
Good Luck
TH |
