Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Hangdog, well said! I bought more shares today at .025.
GLTA
ss9173
New NeoMedia deal with arvato is big business, but is it doing mobile barcodes any good?
http://www.gomonews.com/new-neomedia-deal-with-arvato-is-big-business-but-is-it-doing-mobile-barcodes-any-good/
Posted by Cian on Apr 21, 2009 15:05
Tags: 2D Barcodes, arvato, CRM, mobile advertising, mobile barcode, Mobile barcodes, mobile internet, Mobile Marketing, Mobile Web, Neomedia
Mobile barcode expert NeoMedia has announced a partnership with arvato services. Arvato is a service provider focusing on CRM and financial services. The actual details of the deal between the companies are sketchy at best, but arvato has declared it will be using NeoMedia barcoding technology for marketing campaigns and better communication with it’s customers.
Arvato is one of those very complicated companies that does a million different things. Amongst it’s disciplines are supply chain management, print, finance, CRM and customer care, data, IT services, etc…. one thing is certain. arvator produces a huge amount of printed material. On it’s website, the company claims to process over a million tons of paper into books, catalogues and other printed products every year, and ship six million CDs and DVDs from its replication plants each day. It is on these materials that the 2d barcodes from NeoMedia will be coming into use.
From the release:
Thomas Leitner, Vice President of arvato: “NeoMedia is enabling us to open up a new dimension of dialogue with the customer. The ability to interact with a consumer via his or her mobile device adds infinite value to the CRM and marketing disciplines. NeoMedia’s system offers an unrivalled level of performance monitoring – way above that of conventional methods, allowing us to precisely tailor future marketing activities for our customers as well as accurately measure feedback.”
Iain McCready, CEO of NeoMedia: “Gaining arvato services as a business partner is very gratifying. This accomplishment underlines our global market leadership and the outstanding quality of NeoMedia solutions. With this partner at our side we believe we will be able to reach new target groups and extend our mobile marketing value chain to the highest level thanks to integrated arvato solutions.”
What we think?
Another day, another NeoMedia release. Since it’s winning of the patent for adding actions or interactions to mobile barcodes, we’ve seen it doing great business across the board. Winning the patent seems to have energized the company, and seeing deals like this is a good thing. There’s two very important things missing, though. With the position that NeoMedia has gained, I would have hoped to have seen more effort being put into mobile barcode standardisation. And also, we haven’t seen any operator deals on the cards.
Hangdog, good analysis...thanks. EOM
Yes, I know...it's already on my calendar. EOM
BC, I agree on both counts. I also believe Ian and YA would want to sell Neom for more than $200MM. I was just trying to indicate that Ian's target value was a minimum of $200MM.
I think we are "on the same page". :>)
ss9173
BC, please explain further. Thanks EOM
BC, yep...I was counting down from today. Of course the cc is even closer to the 4/30 date, whereby it is YA's option to continue funding Neom, which I am sure they will do if there is a need to do so.
There may also be an imminent licensing deal in the works that they expect to close on or before 4/30 which would preclude the need for additonal YA funding.
Even if this potential licensing deal were to occur, I am convinced Ian is on a mission to sell the Company as quick as he can with a target value of $200MM or more.
ss9173
BC, I agree. IMO, Ian was brought in by YA to sell the company. He has done all the right things to significantly increase the value of Neom to any potential buyers. If he can sell the company for $200MM or more, he will pocket $5MM and potentially remain as CEO under the new ownership with most likely a much higher wage and incentive package. I think "all his ducks are already lined up in a row" with a sale imminent to either Honeywell, Neustar or other large mobile marketing entity. It will be interesting to see what they will disclose during the cc on this issue. April 30th is only 2-1/2 weeks away.
ss9173
I believe YA was capping the maximum incentive payment to Ian in the amount of $5 million. He / YA could sell Neom for more than that amount ($200 million), but Ian would receive no more than $5 million for the role he played in selling the company.
ss9173
If they sell Neom for $200 million (the max amount stated in Ian's incentive plan), he nets $5 million and the pps would be approximately $0.15. I hope they don't sell Neom at this early stage for less than $200 million.
ss9173
Thanks N E O M for taking the time and effort to attend CTIA. Every time one of the members on this board has done this we always get some interesting insights. Your insights along with recent events appear to indicate we are finally in an excellent position to start monetizing this technology.
Kudos to you!
Best regards,
ss9173
Nofortunateson2, I have been invested in Neom since Feb 2004 and been an assistant moderator on this board for a period of time. Obviously, I remain invested in Neom for its long term potential ROI, and I applaud you for doing the same for an even longer period of time.
With all that said, I have to say that we will "agree to disagree" on this one. I have successfully run very large manufacturing operations for many, many years. Never ever would I let one of my staff state to me that they weren't responsible for the performance of one of their suppliers or a contracted service. You cannot contract for a service and then abstain responsibility. Someone has to hold them accountable.
Perhaps there was a hidden motive for the attorneys not making an appearance as Crusher and others believe. If that was the case, then Neom would have been fully aware of the situation and actually managing it with the attorneys.
Clawmann and others believe Neom had their "head in the sand" (my words - not theirs) and weren't monitoring the situation. If that was the case, then I feel Neom is at fault for the attorneys failing to show up.
Regardless, what's done is done...Neom is an excellent position to win the lawsuits with Scanbuy, and I am optimistic we will see these lawsuits come to a positive outcome in the future.
ss9173
Clawmann, Well said EOM
Nice find, Krays EOM
Thanks Hangdog for taking the time to call the judge.
Best regards,
ss9173
Thanks Nofortunateson2. I appreciate you posting this email. It still seems very lame on Neom's part to not know of this court date / time, especially when this entire board is aware of the date by keeping up-to-date of Pacer. These kind of blunders by Neom irritate the hell out of me.
I am also frustrated by the increasing trend of Neom delaying the 10Q / 10K filings. It's just not good business discipline in my opinion.
OK - now that I got that off my chest, I look forward to better days and a much higher pps in the future.
ss9173
Thanks JP for taking time out of your busy schedule to attend this court session. I appreciate your insights - as always!
Have a great weekend.
ss9173
Alwayswright, more prudent sentiments along the lines of Movieguy, YJ, and myself. I hope some on this board will take heed of these insights. IMO, it is far too early to be celebrating anything at this point with the exception of the pps increase as a result of the patent ruling. JMHO.
ss9173
Movieguy and YJ, I concur with your thoughts 100%. Well said.
Best regards,
ss9173
Nearly all my Neom shares are in a Schwab 401K account. I am going to sell half when Neom hits 10 cents (where that half of my position would be a nice positive ROI), and let the rest ride until retirement. I turn 55 on December 23, 2012. Hopefully, Neom will put me in a position where I could retire at that point should I want to.
ss9173
BC, I do appreciate and respect all of your posts and have been invested in Neom since 2003 holding 5 million plus shares, so obviously I strongly believe in the long term potential of this investment, but with all due respect, this banking discussion is premature until Neom formally announces a significant revenue producing deal / license agreement.
ss9173
FWIW, I am continuing to add to my position...now at 5 million shares as of today.
ss9173
Be Confident, What a fantastic analogy in explaining how an ecosystem is different from the licensing model! Your posts are a delight to read...thanks for continuing to post your insights.
Best regards,
ss9173
Well said...thanks JP EOM
Reminder - Neomedia demonstration is scheduled tomorrow at Mobile World Congress
MAD-300 Mobile Advertising - Moving to the Strategic Level
Jesse Goranson, Nielsen Mobile; Patrick Parodi, Amobee; Paul Goode, ComScore, Inc; Paran Johar, JumpTap; Jim Cook, MobiAD News; Cenk Serdar, Turkcell; Timo Ahopelto, Blyk; Ignacio Ortega de Pablo, BBVA; Valerie Itey, UM Digital; Michael Smith, COI Interactive; Marc Mielau, BMW; Peter Sells, BBH; Dan Rosen, AKQA; Todd Tran, Joule; Iain McCready, NeoMedia Technologies; Thor Johnson, GyPSii; Colm Healy, Qualcomm
Thursday 19-Feb-09
12:00 - 16:00 Hall 5 - Level 0 - Aud. 3
MAD-300
Title: Mobile Advertising - Moving to the Strategic Level
Description: Mobile advertising spend has mainly been tactical so far, with brands testing the water but wary of firm commitment. 2009 looks to be the year where spend becomes strategic. This innovative session will examine the hurdles the industry faces regarding privacy and
permission, metrics and measurement and integrating new technologies into the mobile portfolio. Views from operators, agencies, publishers and brands will give attendees an unrivalled insight into the mobile advertising industry today.
Session Lineup: Moderator: Patrick Parodi, CMO, Amobee
Expert keynote: Mobile Advertising - An operator's vision for the future
-
Joint presentation: Making the link between consumer attitudes and activities - the science of measurement
- Jesse Goranson, SVP Mobile Media, Nielsen
- Paul Goode, Senior Vice President, Joint Industry & Census Solutions, Comscore
Panel Moderator: Paran Johar, CMO,Jumptap
Panel: Brand discussion - crossing the chasm to strategic spend
- Cenk Serdar, Chief VAS Management Officer, Turkcell
- Timo Ahopelto, Head Business Strategy and Advertising Solutions, Blyk
- Ignacio Ortega de Pablo, Internet & Mobile Channel Director, Business Development & Innovation, BBVA
- Valerie Itey, Mobile Marketing Director, UM Digital
Panel Moderator: Jim Cook, Editor MobiAD News
Panel: What does a successful mobile campaign look like?
- Marc Mielau, Innovation Manager - Mobile Marketing, BMW
- Peter Sells, Head Mobile Development, BHH
- Dan Rosen, Head, Mobile, AKQA
Moderator: Patrick Parodi, CMO, Amobee
Panel: The new enablers
- Iain McCready, CEO, Neomedia
- Thor Johnson, SVP Media Markets, Gypsii
- Colm Healy, VP and GM of Xiam Technologies, Qualcomm
- Ross Fielding, Executive Director, Telstra
- Chris Wade, Exec Chairman, Mobile Acuity
Networking and demo session
Networking and Demonstration Session include;
- Amobee
- Neomedia
- Mobile Acuity
- Gypsii
ss9173
Glad to see all 95 patents claims validated and the pps rise with significant volume. Still holding - 3+ million shares - been a shareholder since Feb 2004. Hopefully, the 800 lb Gorillas will start to take notice of Neom now!
ss9173
Microsoft Tag mobile barcode iPhone application reviewed
by: Bena Roberts Saturday, January 10th, 2009
http://www.gomonews.com/microsoft-tag-mobile-barcode-iphone-application-reviewed/
Yesterday I received a lovely email from Gavin Jancke Head of Engineering for Microsoft Tag. He asked Cian and myself why we couldn’t download the Microsoft Tag scanner. I sent back a response saying that the insert mobile phone number simply didn’t work and I tried on the N95 but it said “security error”.
I was impressed with the passion in Gavin’s voice when he responded with advice on how to resolve the issue and nothing other than complete pride in the S60 application. My date on my N95 was wrong and that might have been the issue. The insert your mobile number is for the US only and he fixed that issue immediately by putting US only in bold on the download page.
So, today I downloaded Microsoft Tag on my iPhone with no problem.
The picture above is the picture of the code - please feel free to test it!
Then I took half pictures of the code to see if they would work (see below)… they didn’t.
This is expected from a Beta product but I find the instructions in the reader of how to take a picture, “must not be blurred” a bit taxing. Already more advance readers can still render sites from slightly off or blurry images.
The next thing I say is going to say incredibly female -but I find the colour combination for the colour code - vile. The clash of colours really does little for me and there should be an option to choose the colour of your code. I would match mine to the GoMo News colours. As they are now - I don’t really want to promote the code as it is. When I stare at it for a bit the colour makes me feel queasy it reminds me of a cave for some very strange reason.
I have to also say - I find the use of the world TAG unfortunate. It is a Mobile Barcode and differentiation in names from codes, barcodes, 2D codes and tags is stupid. We need the consumer to adopt so lets make it simple.
Then with my new reader in toe, I started looking for Microsoft colour tags to take a picture of. I did a Google image search and found nothing. Hmmmm. Even though I now know the reader works my elation is weakened by the fact that I can’t find any codes to scan. Indeed it is early days -but still - universal readers are still my favourite.
Saying this, I decided today the best thing that could happen is for Microsoft to buy NeoMedia for its universal reader/ scanner and to integrate the Microsoft Tagin the reader. This would make Microsoft a leader in the barcode space over night and it will do justice to existing tags in the space.
But anyway - I did guess that Microsoft would buy Abaxia about a year ago and I was completely wrong - but I do think that Microsoft should be pushing a Universal Reader. Microsoft has the weight behind it to champion in this area. Rumours are ripe about Nokia buying either NeoMedia or UpCode -but mobile barcodes are nearing tipping point and …. I am talking out loud - let me put my thoughts together and come back to this…
I did think that the Minvite (see below)- invite a friend to joing was a novel viral way of gaining traction -but with the current lack of codes I am not going to send it to anyone.
More when we can fix the N95 problem.
YJ, I am on board. What are the next steps?
ss9173
Cloud3, Here is a related article on Jim Cramer's interview with Google:
http://maddmoney.net/jim-cramer-ceo-interview-google/
Aug.13, 2008 in Jim Cramer Mad Money CEO Interviews
Jim Cramer told market players that it’s time to buy Google (GOOG). He told viewers that the stock is a steal at current prices. Cramer welcomed Google Chairman and CEO Eric Schmidt to the show to discuss his company’s prospects. Schmidt mentioned that Google has no plans to split the stock and he said the company will make no changes to its policy of not providing earnings guidance to Wall Street. “We don’t want it to get in the way of running the business,” Schmidt said. “If we started giving quarterly guidance, all of a sudden the whole company would start focusing on the quarter rather than trying to change the world.” Schmidt went on to say that international sales could pass up domestic sales and account for 65% of the firm’s business. He also predicted that mobile ad revenues will eventually pass up the company’s desktop business. He explained that Google can target ads better on mobile devices. Finally, Schmidt said that Google isn’t sure yet how to best monetize YouTube. However, he said he isn’t concerned because the site gets soo much traffic and the users end up using Google’s search site and clicking on paid advertisements. “So don’t be too worried about all that traffic going to YouTube,” Schmidt said. “I’d be worried if people weren’t using to YouTube. Since it’s an enormous success globally, we know we will eventually benefit from it.” Schmidt also said the company has no plans to place advertisements on its homepage, even though they could probably make billions from it.
____________________________________________________________________________________________________________________________
ss9173
BE, These Tessera press releases appear to be excellent templates that Neom could use for issuing a response to the PTO non-final action. Perhaps with your prior connections with Neom Management, you could convince them to issue a similar PR ASAP.
Regards,
ss9173
No surprise - from the PP
http://theponderingprimate.blogspot.com/2008/07/us-patent-office-rejects-all-ninety.html
ss9173
If these patents are so bogus, why would Virgin Mobile have settled with us a couple of years back? If I recall they paid us 6 figures over a period of time.
ss9173
I don't have time to research the validity of this EFF claim right now as I am headed out for the evening but I wanted to get it on the board ASAP for commentary. I will check back late tonight or tomorrow.
ss9173
U.S. Patent Office Rejects All Ninety-Five NeoMedia Patent Claims
July 18th, 2008
Posted by Michael Kwun
http://www.eff.org/deeplinks/2008/07/u-s-patent-office-rejects-all-ninety-five-neomedia
EFF's Patent Busting Project, continues to march forward, this time with more good news about the petition that EFF, in conjunction with Paul Grewal and James Czaja of Day Casebeer Madrid & Batchelder, filed last April seeking reexamination of the NeoMedia bar-code lookup patent. We're happy to report that the United States Patent and Trademark Office (PTO) recently rejected all ninety-five claims [5.3 MB PDF] of the patent.
The PTO agreed to take another look at the patent last October after EFF filed a petition for ex parte reexamination that called to the PTO's attention a wealth of prior art that the PTO had not previously considered and that showed that the NeoMedia patent claims were not novel. After consideration of the prior art EFF submitted, the PTO found that none of the ninety-five claims in the NeoMedia patent should have been allowed.
Now that the PTO has agreed with us that the patent claims weren't novel, NeoMedia is in the difficult position of trying to explain what was so inventive about its ideas, in light of the prior art that EFF highlighted. Alternatively, NeoMedia can try to amend its claims to narrow them, and argue that the narrower claims were non-obvious, even if the original claims weren't.
(By the way, the PTO's rejection is merely the latest bad news for the NeoMedia patent. After the PTO agreed to reexamine the patent, NeoMedia agreed to put on hold its pending litigation against Scanbuy [PDF], in which NeoMedia is alleging of infringement of the bar-code lookup patent, as well as another patent.)
________________________________________________________________________________________________________________________________
ss9173
Dr. Mike, I was at the SHM, and we met each other, but I am not the individual you are referring to. I have been a shareholder since Feb 2004.
ss9173
It's interesting that a long time director has less shares than many others on this board including myself.
ss9173
Is it a pps range of 0.04 to 0.19?
$45MM sale price / 1.036 billion shares outstanding = .04
$200MM sale price / 1.036 billion shares outstanding = .19
ss9173
CTIA Mobile Barcodes William Chip Hoffman NeoMedia
by: Bena Roberts Monday, April 7th, 2008
http://www.gomonews.com/ctia-mobile-barcodes-william-chip-hoffman-neomedia/
The CEO of Neomedia’s experience showed at CTIA where he delivered a precise account of the mobile barcode market. Out of everyone on the panel, Chip Hoffman used insight, accounts and real examples to enforce NeoMedia’s credibility.
What struck me the most was the number of hot topics and issues Chip managed to squeeze into this presentation that focused on the need for standards, the issues of interoperability and the demand for seamless services.
What I also didn’t know and got extremely excited about is the code customisation. Basically, codes can be routed and categorised by service and age or language. This means that when a person is viewing a code the results are customised to the individual user.
This means that a person in India would get the results in the local language and an under-18’s would only get appropriate content. This is marvellous. I have to admit – I had never thought about that.
I would have thought that the advertising campaign determined the language – but with services such as this – any campaign can reach millions of people and cater to them individually.
NeoMedia is a platform enabler with push and pull mechanisms for mobile barcodes. This was a great overview and the ability to localise barcodes to the consumer is a feat that only serves to impress.
But, what I didn’t like was the fact that NeoMedia didn’t clearly define the issues with regards to entertainment barcode services (reading) and enabling (on device). The distinction between enabling services and offering readers (Neoreader) is not clear. I don’t think that operators or device manufacturers have realised the issue regarding barcode readers and the cost involved with pushing readers on phones and installing readers into the entertainment industry.
Not only Neom, but all the companies in the session have a responsibility to educate, simply.
ss9173
Thanks Streetsylz EOM