on the HUNT for the Next DIAMOND in the ROUGH
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Can anyone pm me a link to one of the e-mails....the same thing was happenning with A*BS last month and look what happened ....soared over 1300%
Big extra push will come from CNBC coverage and all Google shareholders becoming aware of this company
Having a beer here starting to celebrate early
it was pumped initially by many groups....just need to get them out then we move fast
ANTH .83....Phase 11 followup next week
undervalued ...under radar at bottom
same thing that happened with A*BS when it was .005
Patience is key
this is going to move with the phase II results out next week
A gift at these prices
The Vacation Rental Market is an estimated $85 billion industry worldwide and is forecasted to continue to expand at a rapid pace. A 13.1% market growth was reported in 2011. A 2010 survey reported more than 6 million vacation properties in the U.S. and Europe were rented to travelers for a fee at least 2 weeks per year.
Offering travelers peace of mind, security and value is the basic mission of VacationList.com. By teaming with DepositGuard, we are offering a service specifically designed to meet the needs of the vacation home rental market, increasing transparency, accountability and confidence for our travelers,"
I have a feeling this is just setting up for the coming weeks pop and the mm's know that.....taking out a lot of stop losses
YELLOW7, Inc. (OTCQB:YLLC) is a rapidly evolving internet media company bringing over thirteen years of innovation and creativity to the online industry, having developed memorable media and technologies for brand leaders such as DATCU Credit Union, MetlSpan, TIGI and more. The company's multiple divisions help them take full advantage of customized and effective online technologies.
"VacationList.com brings a powerful dynamic to the vacation rental marketplace that is helping to drive growth. We have recently added the Caribbean, Europe and now South America to our offering, and are fully expecting the popularity of the vacation rental market to grow even more rapidly than it has in the past several years," commented Jason Burgess, CEO of YELLOW7, Inc.
About YELLOW7, Inc.
announced today that its premier online vacation listing site, VacationList.com, will continue its expansion to now include South America, contributing to the Company's rapidly growing vacation rental site options.
Recent industry studies indicate that South America vacation rental markets are experiencing growth and attracting new travelers. A much higher consumer awareness of the value offered is a key driver in the continuing growth of the market in this emerging sector. Rental properties are on their way to becoming mainstream options.
"The introduction of Google Advertising on VacationList.com and on our property listings pages will create an additional revenue stream by displaying relevant, targeted, advertisements for various companies. The integration of Google AdSense into our advertising model continues our tradition of innovation, and growth in our peer production space," commented Jason Burgess, CEO of Yellow7.
here we go
Goin down
YLLC could run like AMBS
200 Mil. out
YLLC could run like AMBS ....less than 200 mil. out
In Google's favor, it is the default search engine on both Android and the iPhone (though this is changing), and currently holds more than 95% of the US mobile search market. The rest goes to Microsoft's (MSFT) Bing and Yahoo (YHOO). So what is the worst case scenario for Google? Vringo wins the patent suit and is awarded, say, $500 million and injunctive relief in mobile search. Even if we assume that Google builds new technology to avoid future royalties, with this new influx of cash, Vringo and Lang might then build its own search engine and compete with Google at a competitive advantage. They could also compete in the international mobile market (display and search) and the US display ad market, though without this advantage.
Once a new Vringo search engine is generating revenue and taking market share in US search, how much market share might they be able to take in US display ads where (as far as I can determine, I am not a search expert) the Lang patent injunction would not give Vringo an advantage? How much might Vringo get internationally in both search and display, where Google is not constrained from using the Lang patents? How much of this estimated $130 billion market might such a new competitor achieve?
rmed with an injunction that prevents Google from using the Lang patents in the states, $500 million in cash for past damages, Vringo's existing infrastructure, and Lang himself, the real value of the Lang patent lies in how much US mobile search market share could a new Vringo search engine potentially take from Google, and how long would it take them to do it.
Looking good over here
For US search, I'll project that a new Vringo search engine might achieve a 10% market share in 2014, 20% in 2015, and 40% in 2016. For US display and international (search and display) I credit them with less, 5%, 10%, and 15%, for these 3 years, where access to the Lang patents does not give them an advantage. Given the growth rate projections above, I estimate the potential revenue generated by a new Vringo search engine, in mobile search to be about $16 billion before the Lang patents expire.
This leads to other questions. Once a new Vringo search engine is generating revenue and taking market share in US search, how much market share might they be able to take in US display ads where (as far as I can determine, I am not a search expert) the Lang patent injunction would not give Vringo an advantage? How much might Vringo get internationally in both search and display, where Google is not constrained from using the Lang patents? How much of this estimated $130 billion market might such a new competitor achieve?
Google could find itself at a competitive disadvantage in their fastest growing market where they already own more than a 96% share. Google has much to protect in this space.
The Lang patents last four more years, until 2016. We don't know how fast mobile search revenues will continue to grow, and I don't think anyone expects it to triple every year like it has this year. If we estimate the growth rate to slow from 300% in 2012 to 200% next year, and then drop to 50% growth rate from 2014 through 2016, US mobile search revenues for Google would reach about $13.5 billion in 2016, giving us a conservative total about $32.5 billion for 2013-2016 combined that could potentially be influenced by an injunction.
Using the numbers from techcrunch.com as a rough guide, I estimate that US mobile search is worth about $2 billion to Google this year, while US display ads were worth another two billion. Roughly the same revenue figures are likely internationally if we assume that mobile revenues follow the same 50-50 US/International split of overall Google revenues according to their financial reports.
Also, though Google does not break it down by category, search ads (as opposed to display ads or SMS ads, which, as far as I can determine, do not use the Lang patents) according to techcrunch.com, total slightly more than 50% of the mobile advertising revenues. Display ads and search ads are different. Display ads are those found when browsing a website, while search ads are those found when clicking a link after using a keyword in a search engine. Google holds more than 95% of the US mobile search market.
Using the numbers from techcrunch.com as a rough guide, I estimate that US mobile search is worth about $2 billion to Google this year, while US display ads were worth another two billion. Roughly the same revenue figures are likely internationally if we assume that mobile revenues follow the same 50-50 US/International split of overall Google revenues according to their financial reports.
How fast is mobile advertising growing? Faster than Usain Bolt. 2011 mobile revenues at Google were about $2.5 billion. These revenues grew by $5.5 billion, or more than tripled, in just one year. This equals about 40% of Google's total projected year over year revenue growth. The Lang patents only cover US revenue, which comprise about 50% of total Google revenues
How important might this be? Very important, as mobile search is experiencing the kind of explosive growth that reminds me of the dot.com heydays. According to businessinsider.com, Google's mobile revenue for 2012 is on pace to reach about $8 billion. Though the exact numbers for all categories of mobile revenue are not available, Google executives have said most of this revenue was from advertising. This equals about 20% of Google's projected total 2012 revenue, and mobile is growing fast.
The possibility of injunctive relief for a practicing entity dramatically changes the entire value proposition for Vringo and damage prospects faced by Google. Vringo could start a new mobile search engine, which has the competitive advantage of the Lang patents, while in turn it could deprive use of those patents by their top competitor, Google. Furthermore, though the injunction would not affect Google's search results outside of the US market, Vringo could emerge as a competitor there as well.
But I think more could come of this - much more. As explained in Mr. Ravicher's preview of the case, if Vringo prevails they will probably ask the judge for injunctive relief. The value of such an injunction against Google, and the associated impacts on the fast growing mobile search segment, and Google's market share and revenues, are worth far more than the lawsuit damages and royalties.
Let's start with a quick recap of the value of the lawsuit. As we know, the estimated value of past damages is estimated at approximately $550 million, counting all defendants. Value of future royalties will be set by the judge, assuming Vringo prevails. If we use the current valuation of 3.5% of 20% of domestic revenues, future revenues would be worth slightly more than the past damages, possibly another $650 million or so. This number could be very different depending on what the jury decides, what the judge decides, and what non-infringing search alternatives that Google might build to avoid royalties.
This may hit a dime today.....is that better ...probably will
For all the newbies who just read the message board i will be recapping here....it may even get you more excited just to hear it again
there is much more to Vringo's (VRNG) potential value than the lawsuit against Google (GOOG) or even other lawsuits associated with the Nokia (NOK) patents, and the idea that Vringo is just a patent collection agency is also wrong. In fact, the Google lawsuit may just be the beginning of a much larger story.
disney posted some buyout #'s
i don't disagree
For those active on this board .....It would be helpful to newbies if you take the facts on the Co. and post in on the Message Board....It helps them to make their decision in buying faster.
Just my Opinion but This is what I did on A*BS and I had many PM's thanking me
GLT us