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JP, thanks for the link, here are p.20-22
ttp://kpi.at/ieb/eb2/eb2_karpischek_mobile_prosumer_20061109_final.doc
"The Mobile Prosumer - Product information at the Point of Sale".
Mobile bandwidth costs
Accessing internet services from mobile phones in Europe is still regarded as being extremely expensive. This is likely to change with WAP, GPRS and UMTS flat rates. Due to the high competition on the saturated mobile phone provider market [brandeins 10/2006] we expect a fast development of these products and to have mobile phone bandwidth for little or no money soon.
Lack of evaluation of consumer needs
User requirements derive from motivation studies
We don't know yet at what point in the shopping process consumers look for product information and what kind of information consumers really need at the Point of Sale. Our assumption is that internet users search for product information before buying. In particular with more expensive products or products needed to be tried on or out physically (e.g. clothing, consumer electronics), it is also likely that consumers tend to switch between looking at the product in the store and searching for more information or the best offer on the web several times. More research is needed here. We expect to conduct an according evaluation in the first quarter of 2007.
Consumer feedback
We are very interested in developing a system for market research and customer analysis, by providing the matching results of consumer preferences with products in the store to producers and retailers. This could be an interesting innovation to Customer Relationship Management (CRM). Similar ideas have already been suggested and need further research.
1.1 Further steps
· Evaluation of consumer information needs (together with Florian Resatsch at the IEB)
· Client side programming
· Integration of barcode recognition (BaToo)
· Mobile Interface design (MG3 at IEB)
· Development of a detailed Business plan (BL3 at IEB)
· Lobbying for a EPCglobal membership of the IEB
· Integration with EPC Network (e.g. with Accada)
· More Content Providers
2 Conclusions and suggestions
We see the most relevant Business Case in developing a service for automated aggregation and structuring of so far distributed and unstructured content for a product information service.
Content providers do not yet offer structured information with standardised interfaces, although concepts like ONS, PML and EPCIS exist for some time. Still, there seems to be a great uncertainty and confusion about which concepts to adopt and how.
As an intermediary solution and for fast prototyping, we propose to build an application to integrate existing different proprietary product identifier schemes under the standard product identifier: EAN. We further aim at restructuring so far poorly structured content (HTML) in a standardised way and integrate it in an EPC Network infrastructure.
Personalisation and user profiles generate additional value for users and allow collaborative filtering and recommendation services. Revenue models could include commission fees for transactions between users and online shops.
We suggest to focus on consumer mobile phones as the device to develop this application for. They are widely distributed and very likely to integrate technology for easy identification of products in the near future (barcode recognition, NFC). The very personal and private nature of the mobile phone gives the user the feeling of complete control over the information flow. Costs of mobile bandwidth will go down fast enough.
The time span to act and enter the market is limited as most of the underlying concepts are known for years now. The well-known product information provider does not exist yet, but is very likely to come up soon. Only early entrants in this market will be able to reach the necessary critical mass for making use of the awaited strong net effects. It is necessary to create a highly interrelated and productive user community by using invitation schemes and rich gratification for content generation (e.g. ratings, product recommendations and social relations). The Mobile Prosumer is to become the ultimate source for product information: Trusted, reliable, accurate!
jonesieatl, there are at least 3 months before these "additional consideration shares" are registered. This time frame could easily be expanded, as we have seen in the past.
It has been stated as "fact" from management that 12Snap is for sale. This additional dilution can be stopped by using the proceeds from that sale to pay the "five former shareholders of 12Snap" off with cash, thereby canceling this registration.
Can you think of other scenarios that could accomplish this result also?
OT: Cramer video, go to (thestreet.com)
jonsieatl, did you read the shareholder letter in February?
the very last sentence:
"We look forward to communicating with you at our next earnings conference call at the completion of our 2006 audit and will continue to have quarterly shareholder conference calls going forward."
A clear and straightforward statement as to when they will be communicating directly with shareholders.
Is this not what you have been demanding? A precise schedule of professional, legal communications with all shareholders at the same time?
Since the release of this letter there have been several PR's showing and communicating to us managements progress towards their stated goals.
They made a plan and they are sticking to it. (where have I heard that?) This so-called lack of communication is unwarranted.
Obviously all of us, well most of us, are unhappy with the share price. People are tired of waiting for this company to takeoff, so they sell and move on to other stocks. Unfortunately for us not enough new shareholders are buying, hence the dropping PPS. As you know that will change as NeoMedia's new business plan unfolds. When does anything ever happen when you want it to? JMHO
Banks, I agree with TVDirector,
the BOD of this company have decided to convert the preferred shares into restricted common shares.
They are only going to charge you $450.00 to do that, isn't that nice.(3x$150.00) However, if you should choose not to convert, your shares will become null and void. (I'm suddenly hearing the theme song from Mission Impossible in my head, this post may self destruct in 5 seconds)
Currently you hold 2,222,200,000 preferred shares, which they will round up to exactly 3 billion. So they are giving you 777,800,000 shares for $450.00 (should you choose to convert).
They are converting those 3 billion "preferred shares" into 3 million "restricted common shares". You need to find out what the difference is between these two kinds of shares. (for instance, how long might you be restricted from selling these new shares)
You should read the documentation issued by the BOD. JMHO
jonesieatl, I wish for cash, most likely we'll get shares,
they don't have cash, they just borrowed more.
It's encouraging to see they are able to raise funds to expand their business, which hopefully will increase the value of those shares.
10q-For the Quarterly Period Ended September 30, 2006
"Due to the termination of the letter of intent, and pursuant to the terms of the notes, the face amount of the notes, plus any and all interest accrued thereon, will become payable and due on November 22, 2006. In the event the Notes are not repaid by November 22, 2006, the notes will convert into shares of HipCricket common stock using a valuation of $4.5 million for HipCricket."
DD: Local data is sent to cellphones by Yahoo
http://www.iht.com/articles/2007/03/20/business/search.php
Local data is sent to cellphones by Yahoo
SAN FRANCISCO: Yahoo has introduced a new Internet search system for cellphone users that delivers locally relevant answers, a move that vaults it ahead of what Google now offers.
Starting in the United States, with international markets to follow later this year, the company in Sunnyvale, California, said it planned to take advantage of the inherently local nature of many Web searches performed on phones.
"We are now putting search on every mobile phone that has a browser," said Marco Boerries, senior vice president of Yahoo's Connected Life business unit. "We are delivering the results consumers want with just one search, not a list of Web links."
Yahoo, which has been playing catch- up to Google in computer Web search, has been making strides in recent months to overtake its rival in the fast- emerging mobile Web market.
As networks grow faster and most handsets now come with Web browsers, Internet companies are moving aggressively to bring search, e-mail, mapping and other familiar online services to phones. The mobile Web promises to offer a handier way than bulky computers for many consumers to connect to the Internet.
OneSearch, as Yahoo calls its mobile phone service, differs from how computer Web search delivers raw sets of links.
Instead, Yahoo serves up a list of actual information, such as news headlines, images from Yahoo's Flickr photos site, business listings, local weather and links to other Web sites.
Rather than showing popular movies or critical reviews, for example, Yahoo OneSearch lists local theaters playing a particular movie, user ratings of the film and news headlines related to the movie.
Users only need to enter a zip code or city name for Yahoo OneSearch to begin delivering local search results.
Google takes a user several more steps to reach the same information as Yahoo OneSearch.
Yahoo's search results appear on a single page and are prioritized into categories, based on calculations its computers make about the kind of information the user is trying to make.
So far this year, Yahoo has signed deals to feature its Yahoo Go software, including the OneSearch service, with four of the world's top five mobile handset makers: Nokia, Motorola, Samsung Electronics and LG Electronics.
Yahoo promises to help a range of advertisers reach cellphone customers as they search. Because searches take place on the phone, consumers can directly call the advertiser to do business with one click on a Web page.
OneSearch runs sponsored advertising tied to Web search results and display advertisements, or mini-banner ads designed for mobile phone screens.
"The latest version of Yahoo search is pretty darn good," said Gartner analyst Mike McGuire. "The next question is how they drive revenue," he said, adding that it may take several quarters before Yahoo sees any meaningful impact in its quarterly financial results.
Steelers_Fan, there might be some truth in her opinion:
"Great minds discuss ideas; average minds discuss events; small minds discuss people. " --Eleanor Roosevelt
jonesieatl, lending money to a company, is similiar to giving them a coin. That company is going to flip that coin (spend that money)and they will either make money or lose money(heads or tails). The lender doesn't do the flipping (managing of the money) the company does.
Mathematical calculation will tell you there is a 50/50 chance of heads or tails when the coin is flipped(making or losing money). However a company could flip that coin 100 times and always get heads up or tails up, it's all in the flipping (management). The lender always wants their coin back with %, heads or tails.jmho
neotechian, very cerebral, but please keep drinking the cognac,
It helps me understand you better. Thanks
aztreedoc, there won't be any, they wrote it off,
"In the third quarter of 2006, NeoMedia established a reserve for bad debt against the open accounts receivable, and wrote off the deferred revenue and deferred costs, incurring a net charge to income of $653,000. NeoMedia will recognize revenue on these shipments if and when collectibility is reasonably assured."
Drmyke3, I disagree, with your presumptions,
I have read many posters here who stated they would buy when they were sure a bottom had been reached, and encouraging news was released, showing progress on the goals mandated recently by management. I'll bet there are many people who got out earlier, and are waiting to double down at the right time.
They are tired of empty promises, and want concrete results before risking more money. I personally don't think revenues are key right now. We need to see the launch of qode, as has been promised for what seems like years.
We need to hear the public reaction on a large scale. We need promotion from those who license qode, whether it ends up being the Operators, Marketing agencies, Brands etc..
We need to hear there will be revenues, but at this point public awareness and hopefully acceptance of the technology, is key to getting buyers to come into the stock.
Just because their are hundreds of millions of shares, don't equate that to needing hundreds of millions of buyers. If 6,000 people came in next week and each bought 100,000 shares you could turn the whole float over. Thats not going to happen until people find out about this "qode" thing.
We need "launch",We need "launch",We need "launch",We need "launch",We need "launch",We need "launch",We need "launch".
JMHO
jonesieatl, thanks for the chart, thats it,
good news and we probably see .08 quickly. jmho
jonesieatl, that trade @14:29:28 500 shares, a signal?
jonesieatl, Thanks for your input,
I'll be happy if we can finally establish a lower uptrend line that doesn't get broken.
jonesieatl, I've drawn a lower trend line starting at,
.04 on the 27th, up to .053 end of day today,
the upper trend line starts @ 10:50am yesterdays high of .056, and follows down to .053 end of day today, all of the "lower highs" are bumping along this line. So if I'm going to add to my position I will wait till it breaks above this trendline, with some added volume.
Just playing around trying to learn how to make use of trend lines. If I am lucky maybe I'll learn how this TA works before I run out of money. LOL
With this quick drop to .05, it is still above my lower trend line. fwiw
jonesieatl, Ameritrade has a 5 day chart available,
I'm looking at 5min. When I am thinking of buying I look at it along with a daily, weekly, on stockcharts
ztreedoc, OT, are you sure it wasn't planned?
that looks like a nice "package" that the M&M boys and their "affiliates" received.
jonesieatl, are you seeing a nice little triangle formation on a 3 day chart?
Personalizit, for cash sure, but we don't want those shares.
Are you familiar with DPFD at all?
Personalizit, could expand on that thought?
ct24, it is still early in the game,
why would either one want to give into the other at this point.
Yes it is apparent that Scanbuy is having some success in the Marketplace. But without any details such as revenues, time and scope of implementation, third party affirmation of results from use of their technology in relation to those 3 particular PR's, I consider them singles.
I agree they both will be players in this arena, along with perhaps several others, but don't expect them to play nicely.
The fact that you state " our management team seems a little out-classed at this point in time" merely is a reflection of the good marketing plan Scanbuy is following. They are going for singles, and that right now is the big difference between the two managements.
NeoMedia wants the homerun, if they get it, we will see how management is perceived then.
They believe they have the best technology at present, with the patents to back it up.
Why do you suppose PP was trying to work with NeoMedia first?
All jmho.
That certainly is possible, however as they keep looking they should see that qode will be a successful application, whether it becomes the "standard" eventually or not at this point in time doesn't matter. The fact it is being considered should continue to attract investors, or risk takers, or flippers, or traders, or perhaps all of the above. jmho
There seems to be a stalemate with the trading right now,
almost as if there could be impending news. Anyone else sense that?
alwayswright, If there are any revenues in NEOM's space,
they are not much. All the companies in this tech, are vying for exposure. Most would gladly license their product for next to nothing to get their foot in the door.
Get noticed, get backing, create a business model that will show a profit when implemented on a large scale, then either get bought out, partner with a complimentary business, or go public.
Thats the way I see it, then the money comes.
in4it, walk a mile in his shoes
From your perspective:
What are the reasons:
(A)They still hold the IP.
(B)They have major almost irreversable dilution.
(C)They have not promoted their product.
(D)They choose not to partner.
(E)Possible litigation resolution.
(F)Lack of communication.
From my perspective:
(A)true
(B)false
(C)false
(D)false
(E)true
(F)false
We can all have different answers because of our perspective.
If being a moderator meant having "special knowledge" of NEOM, wouldn't all of the mods have been long gone?
Maybe he has personal reasons. I'm glad ss is able to hold some shares. I wish him well and look forward to more of his posts.
aztreedoc, I'll second that opinion, if DrMike hasn't already.
Thanks dlethe01 for the links.
jonesieatl, "p.p.s. Something I just read in that article billybass linked to, well, I want to figure it out, apparently a MC2 person was quoted as saying something like 'we hope to have a standard created within the (or 'a') year'. Is that the timetable? If so, we've got nearly a year, or more, for patent judgements, and possibly a year before this MC2 consortium could help 'us' out."
The Market looks ahead, we should start to climb in price throughout the year as news develops re: MC2, lawsuits, licenses,
dare I say partners or possible buyout. Yes or no?
jonesieatl, I wasn't implying that trading was a bad thing,
I was wondering if you still were trading NEOM. As with most of the posters here you can sense what their position is regarding ownership of NEOM,long, short, pumper, basher, etc... by the substance in their posts.
I always new you traded stocks because you have admitted as much many times. I wish I had the "skills". (appreciate the charts btw) In recent months your "substance" has changed noticeably, not that it's any of my business. At the same time you have picked up the habit of throwing "old posts" into peoples faces, so I thought I would read some of your old posts. That's when it hit me, you are still trading this stock.
So now that you tell me that your not trading NEOM anymore, I'm confused, certainly you can't consider yourself a "devils advocate", maybe you do.
Whatever, sorry to ramble on, it doesn't matter beyond my own curiosity. FWIW, I am long NEOM, and I don't trade, only because I'm not good at it.
rayu, thats funny.
KGR, Of course he gets paid, you think he does this for fun?
Mobile Marketing is his business, he has a lot of connections, and lots of people read his blog in and out of the industry. You have to remember he is a "salesman" first and foremost, so like anything else do your DD before you bye into everything he is selling. JMHO
jonesieatl, you certainly have "skills",
How many shares did you trade today after this statement:
"reads like Neomedia's epitaph as far as being the honcho in this space."
in4it, she was their marketing director last year,
"SCANBUY, a NY-based barcode-capture technology firm - where I happened to serve as their Director of Marketing last year"
Now the PP is obviously handling some of their marketing. I wonder why Sandira would leave a company that as you say "is getting it done!"?
And how come no one is looking for revenues in the Scanbuy PR's?
Or did I miss that? Has anyone seen any dollar figures from all the other PR's that have been posted here regarding other companies that are supposedly leaving NeoMedia in their dust?
in4it, It sure would be $rewarding$ to hookup with QCOM
Thanks for all your DD.
DD:3GSM:Mobile Search Disappoints,It’s The Context,Stupid
* Posted by Peggy Anne Salz
* Thu 15 Feb 2007 05:29 PM PST
Recent Ovum research shows most users neither understand nor use mobile search. Where has the industry failed? Usability and cost are the chief barriers, according to today’s 3GSM panel of senior execs from search engine companies - including Google, JumpTap, m-Spatial- and Daniel Appelquist, Vodafone’s senior technology strategist .
However, usage may also be lagging because “asking consumers if they use it is the wrong question,” Appelquist said. “Consumers shouldn’t be aware of mobile search. They should be aware that they are finding and getting the content …they want on the phone in a click.” More than a click and users will lose interest. “The experience has to be seamless, transparent and invisible to the user.” To this end Vodafone has been experimenting with ways to deliver search without making users search. “It’s about getting to content in zero clicks …and about having the information you want when you pull the phone out of your pocket.” In his view, the operator will always play a central role in search. “As we open up and de-wall the garden and turn what has been our portal into a jumping off point into the mobile Web… mobile search becomes one of the values operators can provide. It’s an enabling technology that enables people to get off-portal.” He added that Vodafone’s re-launch of its mobile search services will “feature both on-portal and off-portal search because we believe that’s the role operators can play.”
Another barrier may be that mobile search is isolated from the other things users do with their phone. Jim Holden, Google’s director of global wireless strategic partnerships, pointed out that search isn’t just about accessing the mobile Internet. It’s also about creating an environment on the phone where users can make use of the information and content they find. “There are challenges in creating a fun engaging, fluid, rapid and highly relevant searching environment that lets people take action both off the device in terms of things they might be looking to do … [and] also take actions with respect to other things that are on the device.” Part of the solution could be enabling new, more integrated search experiences. An example is throwing open Google Maps to let developers create and mash apps around Google functionality, Holden said. “There’s no particular business model around that for us, but we do like driving the activity.”
Roundpoint CEO Trevor Schonfeld argued that the industry is held up by a mix of high prices and low relevance. “When you search, you’re paying through a data plan. So, relevancy becomes quite important… and it’s even more important that every search brings up relevant results.” Failing to do this can deter users from trying search a second time. One approach that works for Roundpoint is allowing uses to identify the number of results they want to get to a query. “If you see your going to get 1,000 results then you don’t want to see them on a mobile phone.” Giving the user that choice is crucial, he said.
Users don’t use search because the mobile industry has assumed that users want to search as a service when they really want to use search to navigate content of information, according to m-Spatial CEO AndyWalker. “It’s easy to get obsessed about mobile search and assume users want a search box visible on the phone. [But] we need to embed it [search] in people’s lives.” The tipping point for mobile search will come when “people trust their phones and search to give them useful information.” If search is at the center of the user experience, then it follows that there will be lots of different players and brands in the space, he said. “In some cases – where users want to download search to their phone or download it from a mobile Web site - then it might be most appropriate for the handset vendors to brand it.” In other cases, it might be right for operators or search engine companies to brand it. “One brand isn’t going to win because consumers are all going to do different things with search.”
http://www.moconews.net/entry/419-3gsm-mobile-search-disappoints-its-the-context-stupid1
yj, the money part of the equation,
the most important part, is what has held up the implementation of qode imo. Working out the revenue stream, where the money will come from, (mobile phone operators, consumers, advertisers, individual brands, chip makers, other, all of the above?) and how those revenues get split, is not an easy task, and so we wait.
In addition to that, they have to work out who will be supplying the servers, the implementation, upkeep, servicing, add-ons and improvements to qode, also the marketing, advertising, and customer service responsibilities have to be considered.
You mention "Licenses and royalties and/or revenue sharing"
Would those licenses be flat rate? with yearly renewal? Is the rate based on the number of mobile subscribers?
Would those royalties be based on the number of qode downloads onto cellphones?
Maybe a simple fee for each use of qode?
Using jonesie's estimated number of 10mill/mo/rev
@.01 that would be 1 billion "qodeits" per month
Thanks for the spreadsheet jonesie.
If NeoMedia farms out all the back-office work {seems most likely) their margins should be much higher.imo
Anyone have thoughts on where the revenue will most likely come from, and how much?
If there are any lurkers who wish to chime in and remain anonymous, my email address is in my profile.
beam11, I know. We are all anxiously awaiting good news
beam11, thank you for the disclaimer,
I didn't mean to imply that I was planning on buying more stock because you were. I have no fear of losing money, I've done it before and lived to tell about it. We are all adults here. ( I think )
beam11, some people need to express their anger,
whether their venting is genuine emotion, or just bashing for kicks, it doesn't matter. It has become clear to most that it's a waste of time to have a discussion, they only twist your words to fit their agenda.
I'm not happy with the share price decline, who could be? I guess everyone handles stress in their own way. Bitching and moaning doesn't change the PPS, only buying and selling. Glad to read your buying again, I hope to do the same next week.