Article in todays Sunday Times about the enormous global growth of wireless (WiFi) and business mobility.
The article was written more from a business perspective but the logical steps for large take up in Australia are:
1).Introduce wireless technologies for the home ie Naked DSL/VoIP/WiFi VoIP/mobile VoIP WiFi (MNF incorporate ALL of these including Virtual PBX but with the exception of Naked DSL which they are bringing on board shortly)
2).Product compatibility with WiFi hotspots. No point selling hotspots if users don't have the compatibility/equipment in their homes or are simply not familiar with it (and not just for business use)
3).Expect WiFi hotspot owners/operators to invest in these VoIP companies that have product/service compatibility as its a logical first step to introducing the wider retail market into using WiFi hotspots.
Standup - might need your technical view on the above but it seems to me that MNF is the best placed company on the ASX to benefit from larger investment based on the above points.
Cheers, The Sparkler
MNF Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held