User 171402

Rumor Mill: Synchronoss in Play

Deal only makes sense if SNCR can negotiate a significant premium. SNCR has a global monopoly position with its activation system for iPhones. And once carriers see the cost and other customer benefits of their platform, SNCR is winning incremental business. Take together, SNCR has a huge market oppty over the next 3-5 years. Unless, ERICY or AMDOCS is willing to pay for all that growth potential today, SNCR shareholders should reject their overtures.