Registered: Feb 2001
Location: Atlantic Rim
Posts: 570

Avantgo has got to rank as one of the best loved PDA apps of all time. That said (like alot of other Net related stocks), it has lost 98% of its value in the past year. How much longer can these guys hold on?

I, for one, wouldn't actually be willing to pay for Avantgo data, but I can't help but think that content sites would be willing to "kick in" for the page views and content distribution.

I do not want to debate the merits of the application, which I really dig. I am, however, interested in what others think of Avantgo's business model and future.

Will Avantgo live to see 2002?

Registered: Mar 2001
Location: San Diego, CA
Posts: 54

Not unless they make v.4 for the Mac.

Registered: Feb 2001
Location: Them Twin Cities
Posts: 1758

I think that AvantGo is starting to provide some critical services to business clients, and will soon begin charging them. I'm betting that for joe consumer they'll have to ramp up the ads.

They are one of the dot-coms that actually provides a meaningful product/service, and I think they'll survive.

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Registered: Apr 2001
Location: California
Posts: 27

Not going away soon

I have worked with AvantGo for a while now and studied their business model (I am also an investor). What most people do not realize is that AvantGo began as an enterprise solution. The AvantGo Mobile Internet that you and I use was developed later. Take a look at their Website and follow the link to Enterprise. Ford, McKesson, Alcatel, BG Group, Con Edison and other large companies are using AvantGo's enterprise solution.

I do know that major sites on the AMI service are paying for some products. I think what you are seeing in terms of stock price is just a dip like everyone else. If I were scared for any of the wireless companies out there, I would fear for YadaYada (who has suspended business) and OmniSky. Even thought they are resellers, the take a hit on the hardware, make it back on the service game is much tougher than software.

The best thing to do is wait for their earning statements (AvantGo and OmniSky). I know that last quarter AvantGo predicted profitability two quaters earlier than previously projected. Let's all keep our fingers crossed.

PS - not to be picky, but siunce they develop and sell software solutions, it is unfair to call them a 'dot com.' I don't think anyone wants that stigma right now.

Registered: Feb 2001
Location: Them Twin Cities
Posts: 1758

Re: Not going away soon

quote:

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Originally posted by WM5051
PS - not to be picky, but siunce they develop and sell software solutions, it is unfair to call them a 'dot com.' I don't think anyone wants that stigma right now.

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Registered: Feb 2001
Location: Atlantic Rim
Posts: 570

Re: Not going away soon

quote:

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Originally posted by WM5051
I think what you are seeing in terms of stock price is just a dip like everyone else.

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