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January 24, 2011

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Andy Abramson

JG,

I think you're right. Once enough people start using Group Texting someone like MACH or Syniverse, maybe mBlox, comes along, buys it up and sells it to the carriers. Other potential buyers or even new entrants into the markets would be NSN, Comverse, ALU, Huawei, Ericsson, etc.

It's a commodity market waiting to be exploited. Also, SMS usage will decline over time as data pipes from LTE rise and get more muscular. The short message method of communications becomes a standard in the USA, but we've been lagging...what's amazing is it took so long for someone to build out group SMS. Credit Twitter in my book for the growth and desire here in the USA.

Jonathan Greene

Andy - I'm curios what your POV is on the group messaging space in general. GroupMe is cool, but so are Beluga and Kik and all do a very simlar job managing group messaging quickly ... Seems it's more a matter of getting everyone on the same platform.

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