| Mobile Software |

RIM finally delivers updated version of BES and new development tools
Research in Motion has delivered the next version of its BlackBerry Enterprise Server platform – somewhat later than we had expected – as well as a new suite of development tools.

Impact Report by Tony Rizzo, 7 December 2004

Upbeat Xora anticipates more than threefold increase in subscribers in 2005
The provider of wireless tracking hosted services is aiming to have up to 100,000 users, but a raft of new products are entering the US market with the support of operators, and there is resistance to wireless tracking in non-US markets..

Impact Report by Steve Wallage, 7 December 2004

Sendia chugs along, building relationships – can it sustain momentum?
The middleware startup hitched its wagon early on to both Research in Motion and Salesforce.com. But in order to succeed it has to get beyond this one-trick pony. Recently the company landed a deal with PeopleSoft – can we expect it to do more?

Impact Report by Tony Rizzo, 30 November 2004

Andrew Corp finally goes after commercial location-based services market
After lagging competitors in commercial LBS offerings, it is now making the right moves – partnering and introducing wider support for the different positioning technologies – in an effort to lead this market, which is still wide open.

Impact Report by Steve Wallage, 30 November 2004

Qualcomm mobilizes application developers for location-based services push
The company is using its BREW developers to try to gain a lead in the LBS market. It has the installed base, portfolio and relationships to quickly build up LBS deployments, particularly with CDMA operators, but it is much weaker in the GSM community.

Impact Report by Steve Wallage, 17 November 2004

Wavelink acquires AirPrism and makes a strong case for itself
The veteran mobile player crosses multiple roads, offering middleware and management platforms as well as strong wireless infrastructure management tools. AirPrism adds the missing pieces it needs in order to cover all mobile bases.

Impact Report by Tony Rizzo, 16 November 2004

Comverse sees mobile IM as integral part of operators' messaging strategy

Infowave continues positive trend with robust Q3 and solid revenue

F-Secure sees operators as the channel for mobile antivirus push

LANDesk seeks mobile security partnership to meet customer needs

TeleCommunication Systems builds location-based services stack through acquisitions

Crisp Wireless enhances its platform, extends mobile to TV broadcasting


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