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(Bin wieder aus dem Urlaub zurück)

Hat es Jyra also tatsächlich geschafft noch vor dem eigenen Geburtstag die PR zu BT Cellnet veröffentlichen zu können!
Der Vollständigkeit halber poste ich hiermit die Pressemitteilung ins Board:

http://www.jyra.com/press/20010503.html
Press Release - 3rd May 2001

Jyra`s Mobile Service Management Solution (SMS Mobile) Wins Corporate Licence Contract at BT Cellnet

BT Cellnet selects Jyra`s Mobile Service Management Solution (SMS Mobile) as the Monitoring Solution for its Service Management Program


London, UK - 3rd May 2001: Jyra (OTCBB: JYRA): a leading provider of performance management solutions today announces its Mobile Service Management Solution (SMS Mobile) has been chosen as the Service performance and availability monitor for BT Cellnet.
Jyra is now being developed as an integral part of the wireless GPRS (General Packet Radio Service) services offered by BT Cellnet.

Jyra SMS Mobile was selected because of its ability to measure the performance of mobile services from end-to-end and provide accurate reporting and real-time monitoring. Jyra SMS Mobile proved to be an effective solution in the mobile performance monitoring space, able to measure the performance of WAP and other advanced data services.

Incorporating Jyra`s SMS Mobile technology into its Service Management Program is assisting BT Cellnet in assuring higher quality data applications for it`s customers. The BT Cellnet Service Management Program is an initiative for advanced monitoring and management of converged wireless services. This is enabling BT Cellnet to offer a higher service quality to it`s customers when using both existing and future services.

Innovation and industry leading services means that over 11.2 million people are now using BT Cellnet to stay in touch. The BT Cellnet network handles over 30 million calls a day and covers 99% of the UK population.

BT Cellnet is forging the way ahead for GPRS (General Packet Radio Service) and 3rd generation services; it was the first to bring the mobile internet to customers and to make the first GPRS data transfer call over a live GSM network. BT Cellnet is excited about the power of GPRS. It is a big technological leap in the delivery of a new generation of mobile Internet applications such as news, share prices and full email and electronic diary access and paves the way for 3G services.

"We are delighted to be a supplier and to have formed a distinctive commercial relationship with BT Cellnet, especially at a stage in the market place when Mobile Internet is becoming a reality for corporate users". Mr Peter Lynch continued: " BT Cellnet and Jyra are demonstrating a commitment to work together to deliver superior GPRS and Mobile data and Internet solutions in a number of market sectors".

About BT Cellnet

Today BT Cellnet has approximately 11.2 million customers using its voice services including over 1.5 million customers with Mobile Internet enabled phones
BT Cellnet is a wholly owned subsidiary of BT plc.
WWW.BTCELLNET.NET
. . .

und der Kurs reagiert überhaupt nicht, obwohl der Deal durchaus endlich mal ordentliche Umsätze versprechen könnte.
Aber wieso sollte er auch sprunghaft nach oben gehen? Erstens ist es wieder eine der Jyra-typischen PRs aus denen wieder einmal gar nicht hervorgeht, wieviel Umsätze damit gemacht werden und zweitens kennt der leidgeplagte Jyraaktionär solche PRs ja (leider) zu Genüge: MCI, Cisco, PSINet etc. . . . haben (so gut wie) keine Umsätze gebracht.
Warum sollte der Aktionär glauben, daß es jetzt endlich die erhofften Umsätze bringt?

Dazu sei noch gesagt, dass man die ganze G3 b.z.w. UMTS Story für nicht risikolos halten sollte:
Die großen Telcos, die sich durch die Erwerbung der Linzenzen hoch verschuldet haben (France Telecom mit ca 72 Mill. € an der Spitze der Verschuldeten!) gehen ein hohes Risiko ein, die Banken sind nicht mehr bereit ihnen weitere Kredite zu gewähren, doch Firmen wie Nokia und Ericson sind bereit ihnen mit Kredite zu helfen, damit sie in der Lage sind ihre Netze weiter auf den neuen Standard (G3 u. UMTS) auszubauen - natürlich, weil sie ja auch ihr Produkt des neuen UMTS-Handys verkaufen wollen. Damit begeben sich selbst diese großen Telcos in das Risiko selbst Übernahmekandidaten zu werden!
Nachzulesen bei:
http://www.sharecast.com/news/scnews1.asp?StoryID=9488
CeBIT buys brief reprieve for telecoms sector
By Tony Glover
Tue 27 Mar 2001

LONDON (SHARECAST) - General Packet Radio Service (GPRS) has finally arrived - or has it? That is the problem telecoms analysts attending CeBIT,. . .


und: http://www.sharecast.com/news/scnews1.asp?StoryID=10559

"Nortel is providing 3G infrastructure for British Telecom. So far, the debt-laden operator
has resisted going to Nortel for vendor financing. But as the costs of rolling out 3G
escalate and BT finds it has to pay at least as much again to build its 3G as it did to buy
the licences (£10bn), it may find it hard to raise the cash. Given BT’s imminent debt level of
£32bn and the banks’ reluctance to lend more money to operators to spend on 3G,
vendor financing may be its only option."
. . .

desweiteren zu diesem Thema:

TELECOM REPORT

Being first isn`t always being best
High-tech pioneers tend to experience high casualty rate


By Jeffry Bartash, CBS.MarketWatch.com
Last Update: 4:54 PM ET May 1, 2001

WASHINGTON (CBS.MW) - The race, it seems, isn`t always to the swift. One look at the turmoil in the Internet and telecommunications industries ought to make that clear.

These days, it`s hard to avoid stepping on the bodies of the dead, dying and severely wounded on the high-tech battlefield, littered as it is with failed startups and onetime high-flyers. NorthPoint Communications, Winstar Communications, ICG Communications, PSINet (PSIX: news, msgs, alerts) , Teligent (TGNT: news, msgs, alerts) , Pets.com, eToys. The list goes on and on.

What all these companies had in common was the hell-bent desire to be the first to their markets, all of which were new and largely untested. The companies were certain their businesses held a large reservoir of untapped potential. All they had to do was draw it out.

In a rush to be first, many of these companies raised and spent huge sums on money to lure talented workers, build infrastructure and distribution channels, and market their services to customers. The old method of building a business slowly, one market at a time, matching costs to revenue, was tossed aside.

Many high-tech executives, in short, paid enormous sums up front, all for an uncertain reward to be reeled in years later. Naturally, when those rewards failed to materialize as quickly as finicky investors had hoped, they bailed out. Take a big balloon, blow it up and let it go - and you get a picture of what happened to many "New Economy" stocks.

The lesson: Being first isn`t always best.

Tortoise and hare

The mantra of being first to the market is an old one, but it always finds new life even though it seldom guarantees success (Just look at AT&T (T: news, msgs, alerts) ).

Most recently, the wireless sector had been caught up in a race to see which companies would be the first to roll out high-speed Internet service, the so-called Third Generation of wireless communications.

In Europe, companies last year spent an unfathomable $115 billion to buy wireless licenses in government auctions. Now those very same companies, such as Continental giants British Telecom (BTY: news, msgs, alerts) and Deutsche Telekom (DT: news, msgs, alerts) , are struggling like Atlas under the weight of enormous debt.


At the time of the auctions, the exorbitant prices almost made sense. After all, market research
firms were predicting tens of billions in wireless Internet revenue within a few years, and here was a chance for European companies to seize control of a market in which the U.S. lagged behind. Call it the "build it and they will come" strategy.

As it turns out, 3G technology was not quite ready for prime time, market research firms are now scaling back their predictions and companies have little idea as to how they will generate the revenue to offset the billions of dollars required to build out their high-speed wireless networks.

Just last week, a debt-saddled British Telecom basically begged the British government to return some of the money it shelled out for U.K. licenses (it spent nearly $15 billion in U.K. and German auctions combined).

The British government said no, but Reed Hundt, the former chairman of the U.S. Federal Communications Commission, believes European governments will ultimately have no choice but to bail out carriers that overspent.

"Nothing was more obviously stupid than the prices paid for 3G licenses in Europe," he said at a conference in Washington recently.


In the U.S., meanwhile, carriers that were once seen as falling behind in the wireless Internet race are now credited with resisting the urge to splurge. American companies, perhaps unwittingly, let European carriers take the point - and bear the brunt of the damage.

U.S. carriers can now learn from the mistakes of their overseas rivals and chart a more profitable, and less dangerous, course. There`ll be plenty of time to catch up.

Worthwhile wait

There`s the second lesson. Sometimes it pays to wait.

While a slew and old companies alike were rushing to embrace the Web, a few older blue chips such as General Electric, Home Depot (HD: news, msgs, alerts) , BellSouth (BLS: news, msgs, alerts) and Wal-Mart (WMT: news, msgs, alerts) were slow to hop aboard the Internet gravy train. Without a clear idea of how they were going to generate revenue, these companies reasoned, it made no sense to plunk down gobs of money on a newfangled business.

Once they figured out how to use the Web, they did so with a vengeance. GE Chief Executive Jack Welch, for example, has said the company is now using the Internet to shave billions off costs and generate billions in new revenue.

That`s probably an exaggeration, but the point is well taken. The Internet is saving GE (GE: news, msgs, alerts) money faster than startup high-tech companies are using the Web to generate it. It`s hard to beat that.

On the flip side are companies like Borders (BGP: news, msgs, alerts) . The book chain, fearful of its demise, threw up an online business a few years ago after Amazon (AMZN: news, msgs, alerts) exploded onto the scene. Borders spent millions to build its Web page - and lost millions in the process.

Last month, Borders decided to shut its own online site - and team up with Amazon! The brazen Internet book seller, it turns out, also overspent and is facing troubles of its own.

Jeffry Bartash is a reporter for CBS.MarketWatch.com in Washington

. . .

Damit wollte ich nur auf die weiterhin bestehenden Risiken von Jyra aufmerksam machen.(Was als "Dienstleister" im ein "natürliches" Risko bleiben wird, auch wenn man es auf der anderen Seite genauso sehen kann: die Telcos sind bei einem geforderten hochqualitativen Standard (QoS) auf sehr gute "Tools" angewiesen sonst gehen sie vor der Konkurrenz baden!)
Dass sich BT Cellnet aber letztendlich unten vielen Mitbewerber für Jyra entschieden hat sollte eignetlich dem letzten Zweifler klar machen, das Jyra Qualität ist und seine Zukunft damit erst begonnen hat. Außerdem sollte es den "Großen" wie der Telekom und France Telekom ein Zeichen sein auf Jyras SMS aufmerksam zu werden (!)
Doch entscheidend für den Anleger wird sein, was tatsächlich schwarz auf weiß an "revenues" auf dem Papier b.z.w. in den kommenden Quartalberichten - nächster am 15. Mai - stehen wird!
Meiner eigenen Schätzung nach halte ich - pardon - geäußerte Prognosen von 700 Tsd US$ für Unsinn, ich gehe von um die 500 TSD aus.

Wir werden sehen . . .
in keinen 10 Tagen.

Antarius
 
aus der Diskussion: [b]JYRA Research Inc. - it`s going on!![/b]
Autor (Datum des Eintrages): Antarius  (06.05.01 23:37:34)
Beitrag: 88 von 201 (ID:3463105)
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