Hi Basumallick,
Agree with your view on its products being a standard offering by major IT players. Thats why I wrote that entry barriers r few. This is a sort of business like earlier what used to be making websites and its maintenance, which after some number of years many ppl/companies will start doing it. But only those survived who had long term contracts with many large and mid sized corporates and eventually they took away piece of larger pie.
In my view, the whole mobile related IT industry has started becoming advanced in last 5 years (Saksoft also changed its business model to mobile related IT company from 2011). Hence definition of “experienced player” might be a little different here because an experienced IT player might not be experienced in Mobile related IT technology and thus there is a space for companies like saksoft and kellton. Also my comparison was not with the large IT giants but with the fragmented market of mobile IT service providers. So for eg if a mid sized bank or for tht sake any corporate has to give its mobile technology contract than Saksoft fits the bill perfectly, because it has a complete infrastructure in place. I think I used words “large corporate” which was misleading, which I hv changed to mid sized now.
Anyways I think everyone will look at same company differently and thats y there will be a buyer and seller at the same time in the market. So lets see how the mobile story plays out with Saksoft.
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