He says they feel solid on outlook for core and edge routing and for the mobility platform.

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If it can find companies that help it to design, build, deploy, and manage the mobility platform for its customers in a way that will deliver quick benefits to customers, Levy will acquire or partner with them.

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Antenna does this by selling a mobile service and platform to enterprises called Antenna Mobility Platform (AMP) that runs mobile devices such as the Apple iPhone, RIM (RIMM) BlackBerry, Windows Mobile, Windows, Symbian and Google (GOOG) Android.

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