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Novatel Wireless Inc. Message Board

  • fonzischeme333 fonzischeme333 Feb 8, 2013 11:21 AM Flag

    Maybe Sierra sold their garbage so they could afford Novatel's good stuff

    Just sayin...

    Sentiment: Strong Buy

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    • I have used both. Sierra is not junk. Novatel has some battery problems with charging, but I have figured out what the problem is. The thing you are missing is there is room for both of these companies overseas. Neither one can produce enough products to supply to the number of international customers. China Mobile has 700 million alone. That is what Netgear is targeting in my opinion. There has been no official notification of who China Mobile has selected. They have used Novatel in the past also. At one time I bought both stocks because I thought it was going to be big and they would both be bought. There are area overseas that the towns internet is supplied via a van sitting at the highest point of the village. You have to understand the way it is overseas and wireless 3g and 4g is not like here. It is just getting started. I have looked into the International picture and there is room for both not one single player. At least not as they are now. Samsung is a threat, because they may actually be able to build enough to supply masses. I do not see a reason to compare Sierra Wireless or netgear now to Novatel. It is not accurate to say Sierra is Junk because it works and is considered high end equip. in the comparison to others. Novatel is interesting. I have some for long and sometimes I buy and sell. It is the kind of thing that a lot of investors thought it was going to be great and has not happened but still the opportunity is still right there around the corner. Things are happening internationally and anyone that know of international contracts should post them.

    • not likely. Let's face it the connectivity business is cutthroat. Huawei, ZTE, Samsung have all entered the hotspot market and modem market. Plus you have Netgear/SWIR, Franklin. That's why margins keep going lower. The wireless companies don't seem to care who they use or abuse in this space. NVTLs jump into M2M was supposed to take some of the pressure off of the connectivity business like swir. But NVTL did not choose wisely. Whether Enfora will ever pan out remains to be seen. Really the best hope for NVTL shareholders is if NVTL can find a buyer like SWIR did, but the buyer will definitely not be SWIR.

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