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taboon

6,565 Posts.

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15/07/17

13:01

Post #: 25884420
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Originally posted by Nighthawk10000 ↑

Acca, the so called business strategy you're talking about has never been communicated to investors; these are your assumptions. So using finite phrases like "GG wants this" and "doesn't want that" are erroneous and misleading. One thing that has been made clear to investors, by way of the investor presentation, is the product they have to offer (Freeway) and their competition in the space. Aquto is Syntonic's direct competition, they have a relatively complete solution and decent ability to execute, according to Syntonic. Saying that SYT has protected IP's is and therefore a better option for telcos is also silly, all the companies listed below have protected. The other thing that I find ridiculous is the whole " SYT don't need 100% of the market", as it stands SYT would be lucky to have cornered 5% of the market. So loosing big contracts like Telefonica that has a large market share (especially in Europe), is a substantial blow to the company's land grab.

The big picture here is; why did Telefonica choose Aquto over SYT? Is SYT's solution not up to scratch? Are SYT more focussed on OTT and the United States at this point in time?

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Have a look at the management of Aquto and SYT, that speaks volumes...
no one knows exactly what volume of work if any Aquto are doing or are committed to doing for telefonica.

SYT Price at posting: 2.9¢ Sentiment: Buy Disclosure: Held
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SYT General, page-1832

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