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.
YJ, I am not going to give Neom a whole 12 months to show some significant progress. If the BSDS and Mobot acquisitions are still not resolved, and if there is not a significant user of WR and PC by the end of first quarter, I will be reevaluating some portion of my Neom shares. I say this because if we go another 3+ months with this quiet period continuing and no significant material developments announced, then the risk/reward ratio that I had believed will be re-evaluated to be higher risk. And as my portfolio is currently overweighted toward Neom, I will begin diversifying as other opportunities present themselves. That doesn't mean that I will be giving up on Neom. I still am hopeful in their long term potential and will keep some significant number of Neom shares. But for me to remain fully invested in Neom, they have got to do better with investor relations as well as announce some material developments that will provide significant top line growth over these next few months.
SS9173
8eights, You are absolutely right. If TS said sell Neom, there would be massive selling and price decline beyond what we are seeing now. JMHO.
SS9173
Personalizit, Well said. EOM
The next to last paragraph of TS Microcap update tonight says:
"In any case, maybe soon we will all have extra time and money to devote to more rewarding endeavors in life like music, arts, reading and sports -- thanks to NeoMedia's technology and with a little help from their friends".
We can only hope that last phrase will come true and be a MSFT, GOOG, YHOO, PG, AOL or someone similar.
SS9173
Personalizit, if you remember, the number of partnerships increased substantially only recently (at least based on what we can gleam from their website updates). I am not too concerned yet about the revenue number. I think Mobot is building good momentum, and IMO they have done a better job than Neom in getting their product to market. I believe their sales will grow substantially in the months ahead.
SS9173
Mobot financials - From Neomedia S4A dated November 7, 2005 - See my commentary at the end of this posting
For the six months ended June 30, 2005 - From Page F72:
Net sales - $88,000
Cost of sales - $5,000
Gross profit - $83,000
SG&A - $93,000
R&D costs - $90,000
Net income (loss) - ($100,000)
Mobot balance sheet as of June 30, 2005 - From Page F70:
ASSETS:
Cash and cash equivalents - $649,000
Trade accounts receivable - $12,000
Property and equipment - $4,000
Other intangible assets - $3,000
Other long term assets - $7,000
Total assets - $675,000
LIABILITIES:
Accounts payable - $21,000
Accrued expenses - $208,000
Notes payable - $700,000
Total liabilities - $929,000
From Page F91:
Mobot, Inc., a Massachusetts corporation referred to as "Mobot" or
the "Company," was originally incorporated under the laws of
Delaware under the name Ilumena Corporation on September 8, 2003
(inception) and had no activity during the year ended December 31,
2003. On September 16, 2004 the Board of Directors approved to have
the Company's name officially changed to Mobot, Inc. Mobot is in the
business of connecting consumers using any camera phone on any
wireless carrier to brands, mobile content and commerce. No complex
codes, navigation or changes to cross-media campaigns are required.
As I stated in my post this morning, thanks to Andrew138 and then Success622 for highlighting the fact that the Mobot financials were included in this latest S4A. Unless I missed it, I don't think anyone on this board discussed this fact until today, which is a huge mistake on our part (and I put myself to blame as well) considering all the DD that we do on this board.
According to a very reliable source (who shall remain unnamed), the submittal of Mobot financials in the November 7, 2005 S4A should satisfy the SEC's concerns with approval of the BSDS merger. What we need to hope for now is that the SEC will indeed approve the merger by no later than Thursday next week so the quiet period will end. This will then enable Neom management to share much more useful information regarding the company's status and future plans at the December 16th shareholder meeting.
I also believe the Mobot acquisition will be finalized shortly thereafter. If you don't understand how big the potential of Mobot is, I again suggest that you review their partners webpage: http://www.mobot.com/partners.html . Mobot has been able to partner with all the major SP's and many major brand advertisers and marketers in their short existence. These partnerships combined with their cell phone visual imaging technology should be a huge catalyst to Neom's near-term growth potential.
I hope you can feel and appreciate my excitement...
SS9173
The fact that Mobot financials were included in that last S4A is great news. I had missed that when I previously reviewed the S4A and wasn't aware they had been submitted. Thanks for highlighting this...I now believe there is a much higher probability that BSDS can finally be approved, and the quiet period ended...hopefully before the Shareholder meeting. More importantly, for Mobot financials to be included is another very positive sign regarding that acquisition!!!
Again, thanks Success and Andrew138...you made my day!
SS9173
Andrew138, please highlight the applicable financials in the Nov. 7th S4A that include the Mobot financials. TIA
SS9173
DD Study: Ad Clutter Mounts On Cell Phones, But Reception Is Better
by Wendy Davis, Friday, Dec 9, 2005 6:00 AM EST
http://publications.mediapost.com/index.cfm?fuseaction=Articles.san&s=37293&Nid=17075&p=...
WHEN IT COMES TO ADVERTISING, familiarity apparently breeds acceptance. A new study by Ball State University found that more college students are receiving cell phone ads now than at the beginning of the year. And, as the frequency of ads has increased, the students' irritation with the intrusion has ebbed.
For the report, Ball State University advertising instructor Michael Hanley surveyed 669 college students last month. Nearly one in three of the respondents reported receiving ads on their mobile phones, up from one in four in February.
The recent study also found that about one-third of those who received mobile ads found them annoying, but that proportion was down from February, when 92 percent of recipients found the ads aggravating.
Most students--51 percent--said they don't want ads on their cell phones, but others indicated that they could be persuaded to accept marketing messages. Twenty-nine percent said they would consider agreeing to ads in exchange for something free--like ringtones, extra minutes, upgrades, or access to the Web.
In a sign that coupons or other discounts might be a good use of mobile marketing efforts, two-thirds of respondents said that cash might make them more favorably disposed toward the ads. Twenty-eight percent of that group said 25 cents would suffice, while 60 percent said they would require at least $1 per ad.
Twenty percent of respondents said they had received a mobile ad from a person or company they didn't know, which seems to indicate that some companies are violating a Federal Communications Commission rule that bans marketers from sending ads to mobile devices without owners' opt-in consent.
The study also found that about 96 percent of students own a cell phone, and almost 70 percent have Internet access on their mobile phones.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
DrMyke, Mobot will happen...eventually. See this post:
http://www.investorshub.com/boards/read_msg.asp?message_id=8796379
It is a waiting game...we might not like it, but we have to live with it if you want to remain invested in this stock. Mobot is worth waiting for IMO, just wish Neom would have followed through with the expedited timing they had implied with the initial PR and SEC filings.
SS9173
Stocktrader1, see Chartist1 recent post below:
http://www.investorshub.com/boards/read_msg.asp?Message_id=8756575&txt2find=chartist1
SS9173
Success622, I can understand why the SEC might have delayed the approval of the BSDS S4 pending the Mobot financials, but what I don't understand is why Neom could not have gone ahead with closing the Mobot deal. I see them as separate issues... BSDS hinging on SEC approval of consolidated financials with Mobot included, but not the other way around.
It appears to me the Mobot deal is being held up so the pps does not increase prior to BSDS approval. In other words, Neom is holding up the show for Mobot, not the SEC.
SS9173
Personalizit, Yeah, and I remember how some on this board told me the Mobot acquisition would be done so much quicker while I remained skeptical based on past performance.
Read this link and the followup correspondence:
http://www.investorshub.com/boards/read_msg.asp?message_id=7427057
http://www.investorshub.com/boards/read_msg.asp?message_id=7427797
http://www.investorshub.com/boards/replies.asp?msg=7427797
http://www.investorshub.com/boards/read_msg.asp?message_id=7430444
Looks like my skepticism has come true! :>(
SS9173
OT DD TV Guide to Offer Mobile Listings
http://www.mediaweek.com/mw/news/interactive/article_display.jsp?vnu_content_id=1001656183
DECEMBER 07, 2005 -
TV Guide is launching new mobile content which will allow users of Palm and Windows Mobile devices to receive local TV listings, movie reviews, and industry news.
TV Guide Mobile, which has been produced by the mobile content delivery company Handmark, will be available for a yet-to-be-named monthly or yearly subscription fee. Initially, the service will only be available on a limited number of devices, including Palm handhelds devices, Treo smartphones, the Windows Mobile pocket PC, as well as cell phones that operate Windows Mobile software.
In addition to listings and reviews, TV Guide Mobile provides users access to a searchable database of 600 plus TV series guides, plus popular TVGuide.com content such as Ask Matt, Watercooler, and Ask Ausiello.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
Virgin says NTL offer of £817m is not enough
By Amanda Andrews, Media Business Correspondent
http://business.timesonline.co.uk/article/0,,9071-1915586,00.html
VIRGIN MOBILE last night rebuffed an £817 million takeover bid from the cable group NTL.
The board of Virgin Mobile said that it had decided unanimously to reject the 323p a share offer because it “materially undervalued” the company.
Institutional investors in the mobile group are understood to be holding out for a bid of about 345p a share, which would value Virgin Mobile at about £891 million.
The board’s statement, released after the market closed, appears to contradict the wishes of Virgin Mobile’s biggest shareholder, Sir Richard Branson, who holds 72 per cent of the company. The entrepreneur told reporters in Hong Kong this week that he would be “happy” for other Virgin Mobile shareholders to accept NTL’s offer.
However, Sir Richard has also repeatedly made clear that he would abide by the decision of Virgin Mobile’s directors. The British tycoon has only one representative on the mobile group’s board, Gordon McCallum, who began working with the Virgin Group in 1996.
Shares in Virgin Mobile soared more than 10 per cent to 342p on Monday, after NTL confirmed its takeover approach, and have since risen a further 3½p to 345½p, suggesting that shareholders are hopeful of a higher offer from NTL. There has also been talk that a rival bidder could enter the fray, although telecoms groups such as BT, Vodafone, France Télécom, Hutchison Whampoa and Telefónica, the owner of O2, have all denied any interest.
In its statement, Virgin Mobile’s board said: “Mindful of its duty to maximise value for all shareholders, in reaching this decision the board has carefully considered the potential offer and consulted with major independent shareholders. The board has concluded that the potential offer materially undervalues Virgin Mobile.”
The mobile group’s institutional shareholders, which include Fidelity and Morley Fund Management, are believed to want at least 20p added to NTL’s mooted 323p a share offer, after positive market reaction to the proposed deal.
The City welcomed the tie-up, which would create the first “quad play” communications group — offering consumers mobile, fixed-line, broadband and TV services on one bill.
Sir Richard reportedly said this week: “I have made it clear that I’m happy to become the largest shareholder in NTL.”
It emerged last night that NTL is considering turning around its £3.8 billion takeover of Telewest, the rival cable company, making Telewest the acquirer, to reduce a £100 million change-of-control payment that Telewest would have to make to the BBC.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
PP has mentioned Neomedia several times. Below are a few examples:
http://theponderingprimate.blogspot.com/2005/08/neomedia-signs-letter-to-acquire-mobot.html
http://theponderingprimate.blogspot.com/2005/06/physical-world-connection-companies.html
http://theponderingprimate.blogspot.com/2005/09/questions-to-ponder.html
http://theponderingprimate.blogspot.com/2005/10/is-daimler-chrysler-connecting.html
SS9173
Paperclick website looks the same to me, too. I think Woogerbear is trying to generate some excitement...we just want news and this damn quiet period to end.
SS9173
Beacs, what are your expectations for this timing? EOM
Beacs, 2006 is fast approaching. What are your expectations and what quarter do you expect them to achieve them?
SS9173
Personalizit, forgive me that I haven't done DD on this subject (it just hasn't been on my radar screen), but I presume you have. Could you update us all on what you believe has transpired regarding the Intactic PR since it was issued?
TIA
SS9173
jonesieatl, I was just "ditto-ing" Clawmann's post. We were not asking for detailed information...read our posts again after your morning coffee. Also, I would presume (although possibly wrong) that Personalizit was told information that would have already been PR'ed previously, but the forward-looking portion perhaps has not materialized.
SS9173
Personalizit, I am interested as well in whatever you feel appropriate that you could disclose regarding those management conversations.
TIA
SS9173
Mactex, while I do believe as you do that Neom has every intention of being relisted on the Nasdaq, I question your suggested timing of filing an application to do so during Jan / Feb when the pps is still well below the $5 minimum.
SS9173
Success622, good point. I am one of those examples. Bought initially in the teens, then was courageous enough to load up the truck when the pps hit .06. My average cost basis now stands at .20 as I have increased my holdings to what I believe is among the highest on this board. While I have a long time frame, I would start getting more nervous if the pps breaks the resistance line at approximately .29.
I do understand where Pimpdastox is coming from. I have been there before on some other stocks I have owned in the past.
While I am frustrated with the quiet period and BSDS as well as many other LOI's that have not yet materialized into substance, I continue to have faith that Neom will prevail in the end. I respect Chas and Chuck for the vision and their accomplishments to date; however, I do believe we need to complete the Mobot acquisition ASAP, and more importantly, quickly integrate their management team into the Neom organization, as I believe they are the kind of folks that can help Neom "Git R Done"...that is, execute that great vision into reality in a much more timely manner.
We made progress in 2005. I am betting that we will make more progress in 2006. Within the next few months, I am hopeful that Neom will have officially PR'ed the BSDS and Mobot acquisitions, announced a major China deal for micropaint, PR'ed Active Label's use of PC for food and nutrition, and Word Registry / Keyword auctions. These are the kind of events that will continue to build my faith that Neom has been and will continue to be a wise long term investment.
In due time, I expect that Paperclick will become the preferred platform for mobile marketing, and the likes of MSFT, YHOO, GOOG, PG, AOL and others will be partnering with us. The quicker we can establish those partnerships, the sooner PC will become the preferred mobile marketing platform. Other key enablers outside of Neom's control are greater 3G infrastructure as well as improved camera lens capability. While this technology is rapidly evolving, it may take until the end of this decade before PC becomes ubiquitous.
So like JoeDimaggio and Lupetto stated earlier, it really doesn't matter if the pps is currently at .31 or .35 unless your time frame is very short. What matters is that Neom continues to make progress in becoming all that they can be...that they prudently and quickly start partnering with those that can help them achieve their vision...a vision that no doubt will build great shareholder wealth.
SS9173
Chartist1, it is great to see you post again, and hope you will continue to do so when you have time.
Thanks for the weekly chart update. Hope Neom can maintain the resistance level while news is nonexistent. With the shareholder meeting approaching, perhaps we will get some positive news soon to get the pps increasing again.
Regards,
SS9173
OT Vines3, Congratulations on Baby Tatum! EOM
SS9173
DD Worldwide Sales of Camera Phones Will Reach Nearly 300 Million in 2005
http://www.kauppalehti.fi/4/i/eng/releases/press_release.jsp?selected=other&oid=20051201/1133434...
Thursday 01 December 2005 11:50 EET Kauppalehti Online
PRESS RELEASE 1.12.2005
Gartner Says Worldwide Sales of Camera Phones Will Reach
Nearly 300 Million in 2005
By 2009, over 70 percent of total phones sales will have
an embedded camera
Egham, UK, 1 December 2005 - Worldwide sales of camera phones will reach
295.5 million in 2005, according to Gartner Inc. This represents 38
percent of total worldwide mobile phone sales, up from 14 percent in
2004.
“The trend for camera phones first took hold in Asian markets such as
South Korea and Japan," said Carolina Milanesi, principal analyst for
mobile terminals research at Gartner. “It has quickly become a global
phenomenon as mobile phone users around the world have been captivated by
the idea of integrating two devices - a digital camera and a phone - in
one.” According to Ms Milanesi, a key factor in future market growth
will be the declining cost of integrating the technology into mobile
phones. Gartner predicts that the cost of integrating a one-megapixel
camera to a phone will more than halve over the next four years.
Gartner predicts that sales of camera phones in Western Europe will be
close to 85 million by the end of 2005, more than 55 percent of total
mobile terminal sales in the region. By 2009 this will rise to 143
million, representing nearly 90 percent of the Western European mobile
market. North America also continues to experience significant growth,
with the camera phone market driving overall growth in mobile sales.
Camera phone sales are expected to reach over 70 million units in 2005,
representing 47 percent of total device sales in 2005. In both regions,
Gartner points to the healthy subsidies offered on camera phones as key
to the future success of the market.
Camera phone sales in Asia Pacific will almost double in 2005 compared to
the previous year, reaching 68 million units. Japan however, continues
to lead the curve in camera phone penetration with sales of camera phones
accounting for nearly 92 percent of total mobile sales.
Unsurprisingly, emerging markets such as Latin America and Africa, where
low end phones tend to represent the majority of sales, have lower
adoption rates. However, even in these regions, Gartner predicts that as
pricing on integrated cameras decline, close to half the total camera
phone sales in 2009 will be equipped with up to a one- megapixel camera.
Sales of Camera Phones to End Users by Region — Worldwide
(Thousands of Units)
2004 2005 2009 CAGR 2005-2009
Africa 1,829.4 4,595.4 21,771.0 47.5%
Asia/Pacific 35,629.7 68,387.6 278,396.6 42.0%
Eastern Europe 4,425.8 13,927.2 40,942.8 30.9%
Japan 39,495.7 39,991.9 45,784.6 3.4%
Latin America 3,117.7 8,750.8 52,832.9 56.8%
Middle East 1,726.6 4,437.7 17,915.1 41.7%
North America 28,135.6 70,862.3 146,115.8 19.8%
Western Europe 48,023.5 84,896.0 143,199.8 14.0%
Total 162,384.0 295,848.9 746,958.6 26.1%
Source: Gartner Dataquest (November 2005)
The quality of photograph that can be taken with a camera phone
continues to improve, with phones offering from less than one to seven
megapixels. Unsurprisingly, the Japanese and South Korean markets lead
the way in the megapixel race. In Japan where camera phones account for
nearly 92 percent of total mobile phone sales, over 78 percent of models
sold in 2005 will have one or two megapixels. Gartner estimates that by
2009, almost 50 percent of camera phones sold in Japan will have more
than three megapixels.
Outside of these more advanced markets, Gartner believes that 1.3
megapixels is now the minimum standard that will be supplied with a high-
end phone with two megapixel models starting to come into the market and
becoming more widespread in 2006.
‘Forecast: Camera Phones, Worldwide, 2004-2009’ is a worldwide report
offering detailed insight into the camera phone markets in Africa, Asia
Pacific, Eastern Europe, Japan, Latin America, Middle East, North
America and Western Europe.
Press Contact:
For further information, please contact Satu Järvinen on
Tel: +358 (0)9 2515 5105 or email: satu.jarvinen@marketvisio.fi.
About Gartner:
Gartner, Inc. is the leading provider of research and analysis on the
global information technology industry. Gartner serves more than 9,000
clients, including chief information officers and other senior IT
executives in corporations and government agencies, as well as technology
companies and the investment community. The Company focuses on delivering
objective, in-depth analysis and actionable advice to enable clients to
make more informed business and technology decisions. The Company's
businesses consist of Research and Events for IT professionals; Gartner
Executive Programs, membership programs and peer networking services; and
Gartner Consulting, customised engagements with a specific emphasis on
outsourcing and IT management. Founded in 1979, Gartner is headquartered
in Stamford, Connecticut, and has over 3,900 associates, including more
than 1,200 research analysts and consultants, in more than 75 countries
worldwide. For more information, visit www.gartner.com
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
dlethe01, good comment regarding Neom management working long hours. I reported the same experience with Chas and Chuck about a month ago.
Now I would like to trust Woogerbear, but his credibility isn't too good lately...although perhaps he got certain information that hasn't come to fruition exactly when he thought (or was told) it would...so perhaps it isn't baseless pumping...just events that are supposed to happen but for whatever reason keep getting pushed to the right.
Bottom line, this is no ordinary OTCBB company. These guys are working hard and the potential is huge. If you step back and look at the big picture, they have achieved a lot over the last year...maybe not what we all had hoped for...but they are making progress, and it would be prudent to be patient for the next several months to see the fruits of their labor.
JMHO
SS9173
Great blog by PP today regarding Amazon
Friday, December 02, 2005
The World Could Be Yours Amazon
http://theponderingprimate.blogspot.com/2005/12/world-could-be-yours-amazon.html
As I constantly come up with mobile marketing ideas that involve the physical world connection, it occurs to me what the adoption problem is.
The companies that have this ability, are not "painting" the proper picture to the companies that can benefit the most.
Remember I said, you don't need a service provider to implement this.
From my idea notebook, page 41, here's just one example of how this gets implemented.
Scanbuy is making the news lately with this ability, so let's use them as an example. We will use Amazon as a company that could benefit from this. Keep this in mind, I have numerous examples of companies and industries that could benefit, but I'm just using these 2 for an example.
If I'm Scanbuy, I would call Jeff Bezos up at Amazon, the largest ecommerce company, and make a proposal. Jeff I can turn every physical object in the World **** **, are you interested?
"Amazon, offer 20% off(or whatever is agreeable) on **** **** if you ******* ****** ****** ** ***** ****** your mobile phone. Any time **** ******* by scanning a barcode or typing in the barcode number, ****** *** ** *******.
What this does is **** **** for enormous **** and at the same time it **** your *** ***.
People with this application on their phone *********. Your $$$$$ is a huge plus for m-commerce, and you have the $$$ $$$ $$, so just ***** *** that with this application. ***** *** *** ***** and Amazon does the rest.
*** *** to get this application on the phone even quicker.
Include ****** ** *** for the ** *** just to ***** *** ******
Implement a ****** ** ***** program. For every person *** ** *, give ** ***. Every ** ***** ** this barcode scanning application, ** *** **** ****.
This would be an incredible viral campaign.
You didn't think I would give it away that easy did you?
My notebook has the answers.
posted by Vangorilla @ 7:08 AM
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
P.S. Neom already has a relationship with Amazon so there is no reason why Chas or Chuck couldn't do exactly as PP has outlined above.
http://www.neom.com/press_releases/2003/20030930.jsp
DD Yahoo Search Marketing Advertiser Workshop - Pay Per Click
http://searchmarketing.yahoo.com/rc/srch/evts.php
Advertiser Workshops:
Success begins with the fundamentals.
If you're new to search advertising, or an experienced advertiser who'd like to brush up on the basics and then take your campaign to the next level, Yahoo! Advertiser Workshops are a great way to learn how to maximize your sales leads and profits.
Advertiser Workshops are conducted monthly in cities throughout the U.S. These informative sessions cover a range of essential topics, including:
Session A (Morning):
Keyword Generation - Strategies for identifying keywords that sell, which keywords to use, what to stay away from and how many you really need for your business
Titles & Descriptions - Tips for creating search listings that get results. Writing for Yahoo! versus writing for other search engines, effective copywriting guidelines, targeting your listings to your audience
Guideline Guidance - What are the editors looking for? Understanding the editorial process to get your listings online faster
Campaign Management - How to analyze your click traffic?. How much time should you spend managing your campaign? Tools to make campaign management easier. Getting the most out in your account. Where to go for answers.
Tracking Your Results - How to tell if it's working, and what to do if it's not. What to test, what to track and how to get results that work for your bottom line.
Bidding - Basic bidding strategies that get results
Q & A - Your questions answered
Session B (Afternoon):
Advanced Tracking - More sophisticated tools that help you analyze and use your campaign data to get results. What should you track and why?
Advanced Bidding Tactics - How to bid like a pro, lower your price per click, annihilate the competition and STILL get sales
Landing Pages That Work - Sending customers to the home page is like dropping them off at the curb, but where should you send them? Which pages are more effective and deliver higher conversions?
Successful Advertiser Case Studies - What do the big guys do differently and how can you adapt their strategies to get the most from your campaign?
Other Yahoo! Products - Now that you've mastered Pay Per Click - What's next? More in depth information on Content Match, Local Sponsored Search, Search Submit, Marketing Tools and International Opportunities. Which products are right for your business?
Q & A
December 6, 2005 Dallas, TX
December 8, 2005 Orange County, CA
Click Here To Register
What advertisers have to say about the Workshops:
"As soon as I started using the tips I learned at the workshop, traffic to my Web site jumped and my sales went up too. The workshop was well worth my time."
Sandi Webb,
Owner, Old Crone Stitchery
"Very good content, especially the section on generating keywords. It opened my eyes to a wide range of relevant keywords I'd never thought of, and helped me recognize how keyword targeting can be used to attract a very specific audience."
Mona Piontkowshi
Executive Vice President, Seminar Information Service, Inc.
For information on how to enroll, click on the above link or email workshops-ysm@yahoo-inc.com with your name, account number, number of participants and the month/location of the event you wish to attend.
The cost of each session is $199 per person. If you choose to attend both sessions the rate for the whole day is reduced by $50 to $348. Dates and locations are subject to change. Early enrollment (at least two weeks prior to the event) entitles you to a credit for future clicks.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
Perhaps we should email the various SP leadership folks PP's article along with some info about Neom and PC. How about it SOG...up for the assignment? I know you could do a great job.
Just make sure you include the PP link for this article in the emails.
SS9173
JP, here is a related article regarding AOL:
AOL develops new mobile search feature
http://news.com.com/AOL+develops+new+mobile+search+feature/2100-1046_3-5977693.html?tag=nefd.top
By Greg Sandoval
Staff Writer, CNET News.com
Published: November 30, 2005, 9:01 PM PST
AOL says it has developed a service that will shrink the Internet to fit mobile devices with Web browsers.
Mobile phone users can now perform Web searches much like they would on a desktop computer and then access any Web site, the Dulles, Va.-based company said Tuesday. Up to now, the tiny screens on most Internet-enabled PDAs and smart phones have been too small to download many Web pages.
AOL's Mobile Search Service automatically adapts search results and Web pages to handheld devices using content-analysis and transcoding technology from InfoGin, the companies said in a statement.
"AOL Mobile Search services give consumers the power to search or shop for anything they need via conventional cell phone, smart phone or PDA," said Jim Riesenbach, senior vice president of AOL Search.
Other mobile services only can download full pages that are WAP (Wireless Application Protocol)-enabled. In July, Yahoo announced that it was extending its browser-based mobile search.
++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
Allin, while it is possible Mobot's financials may not make 'public sense', as far as I am aware, Neom has never presented them to the SEC unless they did so in a non-public letter response. That's why I was suggesting get Mobot done, file a new S4 with consolidated financials, which eliminates the complication of the SEC having to approve a merger with another pending.
Of course, another part of me says why the heck do we want BSDS anyway. IMO, it has already caused a lot of unnecessary delays in Neom's business plan.
SS9173
Allin, I also heard from a reliable source that the SEC was holding up approving the BSDS merger due to some complication with Mobot. That source wouldn't elaborate on the detail behind that issue, but nevertheless I am confident the SEC was questioning something very significant with the Mobot acquisition.
If I understand you correctly, your scenario suggests the BSDS merger has been approved by the SEC. However, I am thinking 180 degrees from that scenario.
I didn't think the SEC had to approve mergers with private companies; therefore, they wouldn't have to approve the Mobot merger. So couldn't Neom go ahead and complete the Mobot merger, then file another S4 amendment with Mobot financials included in their numbers so the SEC could go ahead and approve BSDS?
SS9173
DD TI Unveils Its 3G Chips
My comment: I wonder what is going on with Neom and Intel...Seems that if Intel put more effort into bringing PC to market, they could launch a formidable fight with TI for cell phone market share.
http://www.redherring.com/Article.aspx?a=14648&hed=TI+to+Unveil+3G+Chips
The chip maker hopes to keep its dominance in the cell phone market by selling advanced cell phone chips.
November 29, 2005
Texas Instruments unveiled two advanced cell phone chips Tuesday that will enable the semiconductor giant to broaden its reach in a market it already dominates.
The design called the OMAPV2230 contains the first baseband chip TI has developed on its own for the third-generation (3G) phone market, the company said.
Although the chip giant is the world’s largest baseband processor maker, it’s been making them based on specs provided by its cell phone customers such as Nokia and Sony Ericsson. By developing its own 3G baseband technology, TI can sell the processor as a standard product instead of as a customized one.
The chip finally gives TI the right to brag about its own design. In the past, competitors such as Freescale were eager to point out that TI didn’t have its own 3G baseband technology.
OMAPV2230 refers to a package of baseband and application processors. The application processor could be sold individually as OMAP2430, which TI also introduced Tuesday.
Texas Instruments shares rose $0.59 to $32.59 in recent trading.
TI executive Richard Kerslake said major handset makers historically designed their own baseband chips, a practice that is becoming very expensive. He said more cell phone makers will likely stop using research and developing money to create customized chips, spending the money instead on designing phones with cool and fancy features and looks.
“As the market matures, standard products will become more attractive,” said Mr. Kerslake, general manager of TI’s worldwide OMAP business.” Mr. Kerslake declined to comment on whether Nokia, TI’s biggest customer, would also move away from using customized semiconductors and buy the standard chips instead.
3G Market Slow
The 3G phone market has been slow to take off. But more cellular service providers in Europe and the United States have been or plan to promote 3G handsets, which can provide better multimedia features, such as streaming videos and playing complex games.
Handset makers are expected to ship 45 million 3G handsets globally this year, up from 17 million last year, said Will Strauss, president of market research firm Forward Concepts.
But the majority of the 800 million or so cell phones shipped each year won’t be 3G until 2010, Mr. Strauss estimated. Baseband chips process cell phone signals, while application processors run software programs that include those for downloading music and video, and taking photos.
Competition in the 3G chip market is already intense. TI faces established players such as Freescale and Agere, as well as newcomers such as Intel, and startup Icera out of the United Kingdom.
Japanese handset makers NEC and Panasonic said they plan to sell phones with TI’s OMAPV2230, but didn’t say when they will begin selling those phones. TI said the phones are scheduled to appear sometime next year. The chip maker plans to start shipping OMAP2430 in mass quantity in the third quarter of 2006.
TI plans to announce the two chips with service provider NTT DoCoMo in Tokyo because Japan is an early adopter of 3G technology. NTT launched the world’s first 3G service in 2001 and had 15 million 3G subscribers last year. But TI plans to sell the chips to cell phone makers in Europe and other parts of Asia as well.
SS9173
Koko, I know that you believe the Mobot is already a done deal. I hope you are right as I believe their Management team, visual image recognition IP, and growing list of partnerships with brand names and SP's will be a huge asset to Neom.
I just don't understand what is standing in the way of announcing it if indeed the deal is completed.
I presume Mobot might have a cash flow problem. All together, I believe Neom has loaned Mobot $1 million ($600K on July 28, $200K on September 26 and $200K on October 26). These dates implied that there was a sense of urgency to get the deal done. However, now another 30 days have passed since the October 26th date and we still don't know if it is done, and as far as we know Neom has stopped issuing loans.
What do you think is holding up the formal announcement of the Mobot acquisition?
It would be material news so it can't be the infamous quiet period holding up the announcement.
SS9173
Koko, I am presently out of town for the Thanksgiving holiday. However, I just received the proxy information via email from Ameritrade (sent 11/24/05 at 2:12 AM).
SS9173
DD Google Local For Mobile - Beta Website - Cool!
http://www.google.com/glm/index.html?utm_source=us-ha-syn&utm_campaign=glm&utm_medium=cpc&am...
Combining directions, maps, and satellite imagery, Google Local for mobile is a free download that lets you find local hangouts and businesses across town or across the country — right from your phone.
Detailed directions: Whether you plan to walk or drive, your route is displayed on the map itself, together with step-by-step directions.
Integrated search results: Local business locations and contact information appear all in one place, integrated on your map.
Easily movable maps: Interactive, draggable maps let you zoom in or out, and move in all directions so you can orient yourself visually.
Satellite imagery: Get a bird's eye view of your desired location.
Take a Tour - FAQ - Discuss - Terms & Conditions - Privacy Policy
+++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++
SS9173
Koko, Doubly delicious!! :>) :>) EOM
Koko, Cool! :>) EOM