what i have found interesting in some of the threads across these mobile sector companies like MBE, MNW, SMA, etc is that most people and analysts are using the growth in the mobile commerce market in China. Indeed it is this country where primary growth in mobile commerce is strongest. I do agree there is a fundamental shift globally but China is the front runner growth sector.
So then i look fundamentally which of these companies are doing their business in China, and SMA is the only one I see with serious exposure to this market.
MBE and MNW have performed well short term, dont get me wrong, and i made money on them short term, but they are not participating in the China market that most of the growth and buzz is centered around.
I thus concluded SMA is the better play and so far is performing well with SP rising and holding its level in a staged manner....
Unlike other companies blurb which only talks about the market they are targeting and how big it is going to grow, SMA have announced how they are signing deals which actually gives them a slice of the pie not just talk about trying to grab some.
runs on the board with company announcements is the thing i like to see, everything else is just hype talk...
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