hahahaha.... " All companies are in a race to the bottom for price"
isn't this the exact thing that the ILEC's and Telco's say about WISP's ! :) Faisal Imtiaz Snappy Internet & Telecom 7266 SW 48 Street Miami, Fl 33155 Tel: 305 663 5518 x 232 Helpdesk: 305 663 5518 option 2 Email: supp...@snappydsl.net On 8/10/2012 1:02 PM, Greg Ihnen wrote: > I think UBNT approach is very smart - sell the best product they can make as > inexpensively as they can. But because it's built in China and UBNT doesn't > have the strength of say an Apple Computer to control shenanigans there's a > chance they're basically just handing their inner most secrets and details > over to the competition, not meaning existing competitors in the market but > rather a more nebulous competition, some individual or company which will see > an opportunity to start selling a similar product or even worse, selling a > counterfeit version of the exact same product. > > All companies are in a race to the bottom for price. UBNT is well positioned > to do well in that race. > > What I fear most will happen is that UBNT will over-diversify and spread > themselves too thin. But since everything they've came out with so far is > pretty kick-ass I think they'll do well. Though the handwriting will be on > the wall when we start seeing UBNT gear with "As Seen on TV!" on the package. > > Greg > On Aug 10, 2012, at 11:59 AM, Paolo Di Francesco > <paolo.difrance...@level7.it> wrote: > >>> It's interesting that the stock tanked after they basically met or exceeded >>> street expectations. >>> >> Hi Greg >> >> in some cases, not saying this is the case, it can happen that the more >> success has a product the faster the company will be out of the market. >> >> This can happen in situations where the company has a product that is >> destroying the market for everybody, itself too. So if a "market killer" >> (i.e. a product/service that kills the market) has an unexpected success it >> can also mean the end of the company. >> >> I will do an example: let's say that for the nature of the market, the >> number of sold items will be 1 million. All companies are selling at 100$ >> then one company steps in and sells at 10$. The market goes from 100millions >> to 10 millions so basically if your company can survive with only 10 >> millions this year that will mean it's nice, but what about next year? If >> the product is very good and there is no new cool feature next year in the >> next product, nobody will buy it and next year the market will be around >> zero. No margin to survive next year in this market >> >> Well I hope that is not the case for UBNT let's wait and see :) >> >> just my 2 Euro cents >> Paolo >> >> >> >> -- >> >> >> Ing. Paolo Di Francesco >> >> Level7 s.r.l. unipersonale >> >> Sede operativa: Largo Montalto, 5 - 90144 Palermo >> >> C.F. e P.IVA 05940050825 >> Fax : +39-091-8772072 >> assistenza: (+39) 091-8776432 >> web: http://www.level7.it >> >> >> > _______________________________________________ > Wireless mailing list > Wireless@wispa.org > http://lists.wispa.org/mailman/listinfo/wireless > _______________________________________________ Wireless mailing list Wireless@wispa.org http://lists.wispa.org/mailman/listinfo/wireless
