OT Thanks to everyone for your kind birthday wishes to me yesterday. Happy Holidays! :>)

SS9173

Hangdog or anyone, when will will the updated and audited Mobot financials be submitted to the SEC?

SS9173

OT Happy Birthday, Koko. I appreciate all you contribute to this board.

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OT Goneom, only 52 more to go to reach 100 :>)

Can we predict when the amended S4 for audited Mobot financials will be filed? What is the typical time for getting year end results audited?

SS9173

DD Search Marketing After the Google, AOL Deal
› › › ClickZ News

By Pamela Parker | December 22, 2005


http://www.clickz.com/news/article.php/3572781

The expanded alliance between Google and America Online brings new possibilities for search marketers; both the potential to add graphics to paid listings and buy ads from AOL directly. It also keeps Microsoft's MSN in the also-ran position at a time when many had been rooting for a stronger third player in the marketplace.

Search marketers who spoke with ClickZ News felt the most important aspect of the deal was what it left out: MSN.

"Microsoft not winning this is a huge setback for the uptake of [ad management platform] adCenter," said Andy Beal, president and CEO of Fortune Interactive. "So while they'll still move forward with their plans, and I'm sure they have other avenues to explore for expanding their PPC product and distribution...Winning this would have been a double whammy."

MSN's loss was particularly hard felt in a community that would welcome a strong alternative to Google and Yahoo!, which currently dominate search.

"We think this market has needed a legitimate number three," said Peter Hershberg, managing partner of SEM firm Reprise Media.

Hershberg and others note MSN has raised the stakes in search marketing by adding demographic targeting and tracking to its adCenter product. But, so long as MSN remains an also-ran, Yahoo! and Google may not feel pressure to ante up their own new targeting features.

But should Google, or AOL, choose to follow MSN's lead, Impaqt's Melissa Burgess notes the partnership puts them in a good position to offer demographic capabilities.

"If they're going to open that vault [AOL subscriber data] up in a way to look at specific demographics," she said, "that's going to be a huge run on what MSN is doing right now in their adCenter program."

One of the more surprising aspects of Google's deal with AOL, adding graphic elements such as logos to paid listings, drew little interest from search marketers. Though Google says it may offer such logos to all advertisers, some wonder if such a feature would improve listings' effectiveness.

"I don't think that would have any impact whatsoever. My gut feeling is that people already associate the logo or image with the brand," said Impaqt's Burgess. "I don't know if there's going to be any incremental gains from having a logo there, that would have an impact on click-through rate."

Some search marketers question whether adding such logos might represent a step away from what's made Google successful with consumers thus far.

"As an advertiser, my initial reaction is, yeah, let's have that opportunity. But I need to be conscious of what has made Google great over the last five or six years, and that is the clean interface," said Beal. "It could be the demise of a very stable and profitable model."

Marketers see a bit more promise in the prospect of buying search inventory from AOL directly. A 2003 study by FutureNow and WebSideStory found 3.04 percent of traffic from AOL's search engine converted, making it the highest converting search engine studied. Meanwhile, traffic from Google.com only converted at a 1.74 percent rate. The data suggest that buying AOL inventory directly could be a bargain, or perhaps worthy of a higher bid.

"For most, it will be a good investment," said Bryan Eisenberg, co-founder of consulting firm Future Now, "and for some it'll be incredibly more powerful than they've seen beforehand."

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DD Mobile Adult Content Congress - Jan 24-26, 2006 - Miami, FL

http://www.maccongress.com/

Please note I am not endorsing adult content, but we must acknowledge there is a market for this type of service...and perhaps they will need Neom's bridge for some content.

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OT It is my birthday today. Merry Christmas and Happy Chanukah to everyone.

SS9173

DD The return of LBS and m-commerce (from Fiercewireless.com email received this morning)

Both location-based services (LBS) and mobile commerce (m-commerce) have found their way back onto the wireless industry's radar screen this year. Neither made a big splash, but they are certainly positioned to do so as 3G takes off. LBS has proven popular outside the U.S. with dating services that alert users to other members' proximity. As we predicted, child monitoring LBS features are starting to gain some traction abroad. Despite Nextel's early push into LBS, the technology hasn't really hit home with U.S. consumers yet. Sprint has begun to port a lot of the successful Nextel LBS applications over to CDMA.

Financial services firms and credit card companies are once again looking at m-commerce. New contactless payment systems and improved wireless networks have enabled carriers and the financial services crowd to bring more m-commerce to the market. As expected, the technology wasn't 2005's ringtone, but I do think it will make headway in the coming year.


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DD US carriers finally join the 3G club; Europe, Asia soldier on (from Fiercewireless.com email received this morning)

As expected, US carriers this year finally launched widespread commercial 3G phone services. However, we didn't see mobile TV coming, especially not as the killer app for 3G. Verizon Wireless and Sprint are already ahead of the pack, though Cingular's recently announced 3G service will also feature a video service. Sprint made the cut and launched its 3G service, but Cingular's seems like it has come up just shy of 2005. 2005 was not a breakthrough year for the US 3G market, even though a lot of marketing went into pushing 3G mobile TV services like Verizon's VCast. These launches certainly mark a transition for the industry, not only from 2.75 to 3G, but from voice provider to television service provider.

In January we said: "In China, the 3G deadlock will likely continue until the Chinese government and its partners can make TD-SCDMA work." Since they still haven't, it holds true. The big question in 2005 in China was: Would China's government let other technologies, such as WCDMA or CDMA2000, compete with TD-SCDMA for 3G network contracts? No, they didn't; and they probably won't. This is especially true since big vendor names like Motorola, Ericsson, Nokia, Siemens, Alcatel, Nortel and Lucent have all stepped up in support (grumbling support in some cases) of TD-SCDMA.

Europe's carriers began to push hard this year. After tepid rollouts last year, Europe's service providers are experimenting with ways to make their new 3G networks catch on with consumers. Vodafone is already being very aggressive, offering free handsets with service, but I think operators have a lot to learn from Verizon Wireless. I expect US carriers to start copying any early 3G successes from this market in 2006.

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DD Carriers experiment with mobile content (from Fiercewireless.com email received this morning)

Carriers in 2004 learned there was big money in mobile content. In 2005 carriers spent big money on marketing and launching mobile content services like DOA music services, satellite radio and mobile TV. Ringtones and games still accounted for the vast majority of mobile content revenue, but music and mobile television threw in a penny here, a penny there. As expected, downloadable music services didn't hit any home runs: Most people still have an iPod in their pocket. Not even the iTunes phone could stop its one-featured cousin. "Scr*w the nano!" The Motorola/Apple handset offering didn't bring much to the party. After considering its late arrival, the market couldn't forgive the foul.

The moving picture has gone from the silver screen to the small screen to the tiniest screen. They even have an Emmy Award set aside for mobile television programming already! It's clear that mobile television is the current frontrunner for breakaway mobile content app, according to the hype machine anyway. Most carriers have either just launched their mobile TV services or plan to soon, so it's not yet clear whether mobile TV will make good. Hollywood and others in the video business, however, seem to be hedging their bets on the mobile TV revolution. Many content owners have already forked over distribution rights for at least B-movies, sitcom reruns and clips of current HBO shows. The content is coming, the content is coming. But will the subscribers? Carriers finally understand that quality and ease of use have to be there first. That didn't happen with WAP, and is anyone still talking about that?

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DD MVNOs will spur wireless market segmentation (from fiercewireless.com email received today)

The success story of Virgin Mobile has shown the wireless industry that any company with a strong brand and solid marketing can post impressive subscriber growth and generate real revenues through an MVNO deal. Carriers will continue to market their services to the same portion of the market that they currently control, leaving MVNOs to acquire new segments yet to be pinpointed. This past year saw MVNOs aimed at the youth market, sports fans, the rich, the youth market, and finally, the youth market. Some of the more interesting MVNO offerings this past year include:

easyMobile UK, which piggybacks on T-Mobile's network and is marketed toward people who want to make cheap calls and SMS. easyMobile ships SIMs to prepaid customers who must use their own handsets.
Verizon provided the network for an MVNO called CloseCall, aimed at the "underserved" tween market. The service enabled parental controls over inbound and outbound calling.
A Japanese mobile content company announced plans to start a luxury MVNO in the US that carries a $1500 sign-up fee and runs $500 a month. Subscribers get a new handset every few months and unlimited minutes and data usage.
ESPN's overly priced MVNO is drawing many comparisons to the aforementioned luxury service.
Youth-targeted Amp'd recently partnered with MTV, solidifying its chances to conquer the coveted youth market.
Also, P. Diddy claimed he was an MVNO at CTIA in New Orleans. Noted.
The carriers have remained smart, leaving these customers to consumer brands with a strong retail presence while making money from their reseller agreements. Those with the most MVNO deals, like Sprint, are in the best position to cash in on this trend. Cingular and Verizon Wireless have started to open up their networks. Serious questions remain as to how many MVNOs the market can support, and not everyone can be as successful as Virgin Mobile. U.S. MVNOs to date have focused on broader markets such as the prepaid market or the youth "lifestyle" market targeted by Virgin Mobile and Boost. Data strategies like Amp'd's are highly focused compared to the rest of the market. With backers and content providers like MTV Networks, however, Amp'd has a leg-up in terms of youth appeal.


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SS9173

DrMyke, Thanks...that is what I recalled from the presentation and all the notes. Neom didn't discuss the possibility of someone like a Dupont that could have a strong interest in paint as well as paperclick. Yet we have discussed that subject on this board, and it is a real possibility. I suppose with the quiet period, they couldn't have talked about the synergy between NMPR and PC as those discussions would be forward-looking. Still the connection with Dupont is an interesting one. It will be interesting to see what unfolds in the future.

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Phoenix69, Good question about Dupont. Which brings me to another question for shareholder meeting attendees: Did Neom Mgmt discuss the synergistic effects between NMPR and PC at the meeting?

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Bodreaux, TS does not issue "strong buy" recommendations for his microcap picks like he does for his regular subscription. However, IMHO Neom is a strong buy.

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Yes YJ...good observation... .40 is right at the 200 day MA. EOM

Welcome Agua33 to our world. If you haven't already done so, please review all of the links in the board header to get a much better understanding of Neom and its long term potential. If your time horizon is relatively long, I am confident you will do well with Neom as an investment.

SS9173

Here is why TS lowered the buy up to price for Neom and several other stocks:

"We're tightening up our Buy Up To prices because subscribers have
already had ample opportunity to purchase these stocks. More
importantly, however, these prices should be used as a guide going
forward for subscribers who want to accumulate more shares in
order to bring their cost basis down, or subscribers who want to
make their initial buys at attractive levels."

SS9173

Re: TS update - Aside from the PPG announcement, TS did lower the buy up to price from .75 to .40.

SS9173

OT DD Mobile malware set to surge

http://www.theinquirer.net/?article=28458

Security Complacent users to blame

By Guy Matthews: Tuesday 20 December 2005, 11:17

MOBILE SECURITY malware will triple next year as mobile devices in general and smart phones in particular get more popular.
This is according to a study by McAfee Avert Labs. It reckons there could be over 700 bits of malicious code for mobiles out there by the end of next year. That compares with an estimated 226 at present.

Also expected to rise are phishing attacks and so-called potentially unwanted programs (PUPs) like adware and spyware.

A key part of the problem, apparently, is the failure of mobile device users to perceive their smart phones and PDAs as equally vulnerable to their PCs. µ

Complete INQUIRER channel coverage at TheChannelINQ.net

* To download a useful buyer’s guide for entry-level security appliances, click here. To find out more about this series of publications, contact the publisher at info@transom-media.co.uk.

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SS9173

OT DD Brits want more mobile banking

19/12/2005

http://www.fairinvestment.co.uk/banking-news-Brits-want-more-mobile-banking-15117287.html

More Brits want to use mobile banking to manage their finances, according to new research.

A survey commissioned by BT found over a third of people in the 25 to 44 age group would like to be able to text transfer requests to their bank. People say texting is more secure since emailing and giving details over the phone carries a fraud risk.

Gary Bullard, managing director at BT Global Services, told Finextra: "Automated services are great for consumers who want speedy access to information, and fantastic news for banks that are looking to improve operational efficiency as well as customer service.

"Personal service remains vital, however, and banks forget this at their peril."

The study also revealed that over 40 per cent of 18 to 24-year-olds would like to use instant messaging applications to 'talk' to advisers about financial issues.

However, bank branches still remain at the core of Britons' banking habits, with over 60 per cent of people still visiting their local branch every month.


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SS9173

Hey Hangdog, SOG, Dr. Myke, JP, Vines3 and others that attended the SHM: No one answered my question yesterday morning regarding whether or not Daimler - Chrysler was discussed at the SHM. Should I interpret your non-response as a "NO" or did you miss seeing my post yesterday?

Here is the link to yesterday's post: http://www.investorshub.com/boards/read_msg.asp?message_id=8930746

Thanks in advance,

SS9173

SHM attendees: Were any questions asked about Daimler-Chrysler?

See this link for the context of my question: http://www.investorshub.com/boards/read_msg.asp?Message_id=8031853&txt2find=daimler

SS9173

OT Good early morning to you SOG. I worked all day today (Saturday) getting ready for presentation to our CEO on Monday morning. (That's why I couldn't go to the shareholder meeting.) Fell asleep early after having dinner and in the middle of watching Polar Express with my young daughter. Now wide awake and getting caught up with Ihub again. Thanks so much for your great DD throughout the year, and your postings since the shareholder meeting. Get some sleep!!!

SS9173

Wooger, Good summary of shareholder meeting notes to date. Thank you. :>)

SS9173

OT LOL EOM

DrMyke, Thanks for all your follow-up posts today. Great information. We appreciate it!!!

SS9173

Hangdog, Another excellent post. Thanks. EOM

SS9173

DrMyke, Thanks for your report. You seem to be more encouraged now than prior to the meeting. What's your gut reaction on what we can expect during the next 3 months?

SS9173

Andrew138: Amen!!! EOM

Personalizit, I understand your skepticism. I think you and I are on the same wavelength regarding timelines slipping to the right.

But, I am trying to be objective about all that I see presented and the preliminary information from Hangdog and JP (via Success).

Last year, we pretty much just got JP's feedback on the meeting. This year we have many more that attended. I am hopeful that we will be able to get several Ihub opinions posted of what transpired today. The first 2 are very positive. Lets review after a few days and see what the common themes are.

Quite honestly, I wish you would have attended just to get your viewpoint added to the mix.

In the end, "the proof is in the pudding" as they say. I am still willing to give Neom the "benefit of the doubt" that they will become the preferred mobile marketing platform.

Fair enough???

SS9173

Success, Thanks for getting your notes from talking with JP out on the board quickly. It all appears very encouraging. This preliminary information really helps us with our anxiety of what transpired today. I will look forward to JP's post, and hopefully others that attended as well.

SS9173

Hangdog, Thanks for an excellent post. Your thoughts and insights of the meeting today is most appreciated by me and I am sure many others on this board. I just reviewed the PPT presentations, and must say that I am impressed. I realize they were talking points, but as one who has put together a lot of presentations over my career, I thought all 3 were very well done.

I look forward to any further insights you have to share after getting some rest. I am also anxious to read other posts from those that attended. It appears that it was a very worthwhile meeting. I wish I could have been there to meet you and others as well as witness the excitement from the leadership team.

As Beacs has said many, many times: 2006!!!

Best Regards,
SS9173

Cloud8, I will drink to that! LOL EOM

FWIW, Neom Corporate Office emailed me this morning's PR - first time that has happened. I didn't ask them to do this, but I do think it is a nice touch from an investor relations standpoint. I have corresponded with Chas, Chuck, Joe, and Martin these past few months, and assume they got my email address from that correspondence. Has anyone else received PR emails from Neom?

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Steelers Fan, Ditto to YJ's post EOM

Well, I guess there is no PR tonight so we will have to wait until tomorrow morning to see if the SEC approved BSDS and the quiet period has ended.

If it doesn't happen, I predict it won't be a good Shareholder meeting.

I just can't fathom why it is taking the SEC so long to approve the Nov 7th amended S4 filing. Any thoughts?

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SRM, Good post. EOM

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Allin, I also thought the BSDS deal would be approved by the SEC by today. It seemed to me that the Nov 7th S4A filing with the Mobot financials included would have satisfied the SEC's remaining questions. I am still hopeful that Neom will be able to announce the SEC's approval of the deal after the market close today or in a press release tomorrow at or before 8:30 AM EST.

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KGR, it is not new. EOM