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OT Gkarman,
TS did make references to MOBL and NMKT, but said nothing that you wouldn't be able to extract from those companies prior press releases. TGAL was not mentioned.
SS9173
Beacon27,
Changewave subscribers are prohibited from duplicating the newsletter text unless they get permission in advance. I wrote publicly what I thought I could without getting into trouble. Also, what I wrote are really the key points of what TS was trying to get across to his readers. And yes, to your subsequent post, this update seemed more hopeful than based on inside knowledge. However, there have been other previous updates which have discussed the possibility of a Microsoft / Neom partnership or business dealing with what seemed at the time to have more substance. I think this update really was just another hint that Microsoft could be the player for the rumored Fortune 100 deal, which was started by TS some months ago.
SS9173
Changewave Microcap Subscriber update tonight - TS again suggests that "its time for Microsoft to click with Neomedia". He infers that they must do this "to trump Google and Research in Motion".
SS9173
PR statistics mistake (sorry - didn't catch until I just reread it and discovered there is no Monday, June 11 - so I knew something had to be wrong LOL):
Please substitute this sentence:
Based on this data, there is a high probability that we will see a press release by Wednesday, June 8 (Tomorrow is the 15th day from May 24).
SS9173
Success622, Here are the updated PR statistics:
Data is from Jan 2004 through May 24, 2005 Press Release.
There have been 50 press releases issued in that time frame.
All data below is in calendar days.
The mean is 10 days
The median is 8 days
The maximum number of days between press releases is 36 days
85% of all press releases are issued within 15 days
Most press releases are issued at either 8:30 AM or 12:30 PM Eastern time zone.
Based on this data, there is a high probability that we will see a press release by Monday, June 11. Worst case scenario based on 36 days maximum would be Wednesday, June 29.
SS9173
JP, Do you believe Neom will receive license revenues from this Microsoft / Symbol RFID deal? Will they be using Neom's patents to make this work?
SS9173
S-4 Proforma highlights (all numbers in thousands) and are relative to Neom's financials as of 12/31/04.
Net sales increases from $1,700 to $8,275
Gross profit increases from $231 to $1,703
SG&A increases from $4,261 to $5,534
Net income improves slightly from ($7,230) to ($7,187)
Goodwill increases from $1,099 to $6,683
Total assets increases from $10,406 to $17,127
Total liabilities increases from $6,014 to $10,491
Total shareholder's deficit increases from $4,392 to $6,636
Total liabilities and shareholder's deficit increases from $10,406 to $17,127
SS9173
See top of page 25...
3.17. Litigation. There is no Action pending or threatened or, to the
knowledge of the Company, anticipated (i) against, relating to or affecting the
Company or the Company Subsidiary, or any of the Assets of the Company or the
Company Subsidiary or any of the officers and directors of the Company or the
Company Subsidiary, (ii) which seeks to enjoin or obtain damages in respect of
the transactions contemplated hereby or (iii) which seeks to prevent the Company
from consummating the transactions contemplated hereby. None of such Actions, if
adversely determined against the Company, the Company Subsidiary, their
respective directors or officers, or any other Person could reasonably be
expected to result in a loss to the Company and the Company Subsidiary,
individually or in the aggregate, in excess of $25,000.00. There is no basis for
any Action, which if adversely determined against the Company, the Company
Subsidiary, their respective directors or officers, or any other Person could
reasonably be expected to result in a loss to the Company, individually or in
the aggregate, in excess of $25,000.00. There are presently no outstanding
judgments, decrees or orders of any court or any governmental or administrative
agency against or affecting the Company, the Company Subsidiary, the Business or
any of the Assets of the Company or the Company Subsidiary. Disclosure Schedule
3.17 contains a complete and accurate description of all Actions to which the
Company or the Company Subsidiary has been a party or which relate to any of the
Assets of the Company or the Company Subsidiary or the Company's or the Company
Subsidiary's officers or directors as such, or any such Actions which were
settled prior to the institution of formal proceedings, other than Actions
brought by the Company or the Company Subsidiary for collection of monies owed
in the ordinary course of business.
SS9173
Lesnshawn, I agree. I can't find any reference to the three hold-outs in this S-4 amendment and you would think it would be included if it were still an issue. That's good news . . . the merger should be finalized soon.
SS9173
It appears one of the main reasons for issuing the S-4 amendment is to increase the number of allowable BSD shares outstanding to 38,000,000. Also, the date for either party to terminate the agreement has been changed from March 31st to July 31, 2005.
IMO, the effect of the merger is already priced into the stock at this level. It is going to take the Virgin settlement or other significant Paperclick / Word Registry developments to propel the pps higher. JMHO.
SS9173
Regarding Virgin lawsuit, the S-4 reconfirms the 10Q wording that "the parties are currently engaged in discovery and
discussing settlement opportunities." There was some concern when the 10K had come out that this statement was omitted. Glad to see it back in...just officially confirms what we already know.
SS9173
Just starting to review the S-4. In the beginning, several dates are not filled in (prior to table of contents). Is that because they can't until the SEC officially approves the merger or some other reason?
SS9173
Nice to see a more productive tone on the board today. Lets keep it up! EOM
SS9173
Success622, Thanks - I didn't think we had a breakdown of companies for those services, but just thought I would check. The next best thing would be for us to put together a list of probable companies that might be included in the license fees and service fees for Paperclick services as of the last 10Q? For example, post #20604 suggests that Scanbuy is a present licensee. Who else could we add to that list?
SS9173
Question regarding 10Q for quarter ending March 31, 2005:
Neomedia reported license fees for the most recent quarter of $164K and resale of software / technology equipment and service fees of $128K.
Is it a good assumption that the license fees are from the Paperclick business and the software,equipment and service fees are from the original Systems Integration business?
If so, then my main interest is getting a breakdown of license fees for the Paperclick business. Does anyone know or is there a way for us to get a breakdown for who is paying Neom these license fees?
Thanks in advance,
SS9173
Sonofgodzilla, I will second Success622's praise for your DD. My question is: How do you do it? It seems like it must go beyond your typical Google search. I would be interested in an explanation of your search methodology...might learn something new.
SS9173
Zacked, I second your comments.
I have a lot of respect for Woogerbear - most of the time. He has had brilliant posts at times...I even recommended him for post of the week last week. And, we know he is a serious long with his Million Dollar Club status.
But, I agree with you on these types of posts by him and others on this board. To make these type of well-intended leading statements such as "Next week is going to be huge" or "It appears the meetings in Europe seem to be going well...It also appears the Europeans understand what the patents mean" and not be able to convey or even hint what is the basis for them, is just not very helpful IMO.
I do realize these types of posts may be the result of hearing or getting some insight that should be kept confidential at this time. Sometimes our Moderator will make similar statements. The key difference IMO is that he will usually put some sort of coded word or phrase within the post or a followup post that will help you connect the dots to what is being inferred.
So, my message is if you are going to make these type of "leading statements", please do so in a "creative" way that others can understand the basis for them.
SS9173
DD 3G Will Take More Than Cheaper Phones
From FierceWireless Email: The most popular excuse for the poor uptake of 3G is the high pice of mobile phones. While expensive phones are an obstacle, they are not the only thing holding back 3G. Users need to be convinced that new services and better content are worth the upgrade cost. If carriers cannot convince consumers that these enhanced services are worth it, 3G will never go fully mainstream.
Article: http://www.thefeature.com/article?articleid=101660&ref=7604202
One thing that's held back many 3G offerings was that the handsets were expensive. While some have said that as handset prices drop 3G will take off, it's going to take more than that.
It may sound a bit self-serving for someone at Motorola to point out that lower handset prices aren't everything -- as keeping handset prices high seems like a good way to boost margins. However, it's still somewhat surprising to see a handset maker express caution over the size of the 3G market, when so many investors seem to be banking on the ability of handset makers to sell replacement handsets into this market in order to keep growing.
The truth is, though, that the point he's making is true. 3G phones do need to get cheaper for wider adoption -- but, as NTT DoCoMo, 3 UK and others learned in launching 3G services, it takes a lot more than that. If the phones are too big or ugly, or the battery life just isn't there, people are going to wonder what kind of "upgrade" 3G phones really are. People still see mobile phones as communications devices and fashion items, and anything that comes in the way of that will be seen as a downgrade, not an upgrade.
More importantly, though, people still need to be convinced as to why 3G services are any better than what they already have. While people within the industry just accept the idea that 3G is better than 2G or 2.5G systems, most people really don't understand the difference, and without clear examples of the value of such systems, it's not going to matter how cheap (or how sleek) the new handsets are, if the reason for moving to 3G aren't clear.
SS9173
DD Virgin brings TV for the mobile
http://www.vnunet.com/vnunet/news/2137507/virgin-brings-tv-mobile
Watch TV on a tiny screen
Iain Thomson, vnunet.com 03 Jun 2005
This month, Virgin Mobile and BT Livetime will be conducting the first trials into delivering digital television to mobile phone handsets.
The four-month pilot will take place in the M25 area and if successful will be rolled out across the country. The signal will be transferred using the DAB digital radio network, and programming choices include Sky Sports News, Sky News and Blaze, a new music channel designed specifically for mobile television.
"This exciting new technology is a landmark in television broadcasting. It marks the coming together of the 21st century's two most popular technologies - television and mobile phones," said Graeme Hutchinson, sales and marketing director at Virgin Mobile.
"People don't just want to watch TV when they are at home; now they can watch it any time, any place, any where."
But analysts have criticised the methods used to deliver the service, saying it is motivated more by business needs than technical excellence.
"DAB is not the favourite technology choice of European operators," said Dario Betti, analyst at Ovum.
"Most others are busy testing DVB-H, an offshoot of the digital television standard. BT had to move quickly and offer a business case for DAB services."
SS9173
DD Intel Finds First Customer for Its Cellular Phone Chip
http://www.latimes.com/business/printedition/la-fi-intel3jun03,1,7127708.story?coll=la-headlines-pe-...
(You may need to register to read the article on-line - its free)
More than two years after introducing its first chip for cellular phone communications, Intel Corp. finally has a customer.
The world's largest chip maker said Thursday that O2, a British mobile communications company, would begin selling a music phone that uses Intel's Manitoba chip.
The chip, released in February 2003, has been widely considered a failure.
David Rogers, an Intel marketing manager, said the Santa Clara, Calif.-based chip maker reformulated the Manitoba chip to lower its price, and that helped attract O2.
The phone will retail for 199 pounds, or about $360, and will be available in Britain and Germany.
Despite comments by Chief Executive Paul Otellini that Intel must become a top player in both communications and computing, the company's struggling cellphone efforts have long been a thorn in its side.
The market for baseband processors, the fundamental brains of cellphones, is dominated by Texas Instruments Inc. Intel previously had success only in mobile phones with applications processors, chips that run secondary functions such as organizers and music players.
The sale to O2 culminates years of effort by Intel to get into a market that's growing faster than personal computers, which provide the majority of the chip giant's sales.
Intel, which did not disclose the maker of the new phone, also said its new chip code-named Hermon — which operates on third-generation cellular networks — was still on track to be introduced in the second half of the year.
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Even Intel sometimes has problems with speed-to-market or market acceptance
SS9173
Mobile Communications International Digital Magazine
You can view the entire magazine on-line...56 pages...lots of good info.
http://84.233.149.204/mci/
SS9173
DD Mobile phone From Adfunk Tech Assist
http://adstech.blogspot.com/2005/05/mobile-phone-from-adfunk-tech-assist.html
Excerpt from article:
Future prospects
There is a great deal of active research and development into mobile phone technology that is currently underway. Some of the improvements that are being worked on are:
* One difficulty in adapting mobile phones to new uses is form factor. For example, ebooks may well become a distinct device, because of conflicting form-factor requirements — ebooks require large screens, while phones need to be smaller. However, this may be solved using folding e-paper or built-in projectors.
* One function that will be useful in phones is translation function. Currently it is only available in stand-alone devices, such as Ectaco translators.
* mobile phones will include various speech technologies as they are being developed. Many phones already have rudimentary speech recognition in a form of voice dialling. Of particular interest will be real-time voice translation (that must include speech recognition, machine translation and speech synthesis). However, more natural speech recognition and translation in these devices requires a drastic improvement in the state of technology: the phone's processor must be faster by several orders of magnitude with the phone requiring far more internal memory, or new ways of processing speech data must be found. Natural language processing requires inordinately powerful hardware.
* new technologies are being explored that will enable mobile phones to treat a barcode as a URL tag. Phones equipped with barcode reader-enabled cameras will be able to snap photos of barcodes and direct the user to corresponding sites on the Internet. This same principle could be applied to the ability of cell phones to direct a user to web sites through the reading of RFID tags. Examples of companies that are currently developing this technology are Neomedia (http://www.neom.com/) (via Paperclick (http://www.paperclick.com/)), Airclic (http://www.airclic.com/), and Scanbuy (http://www.scanbuy.com/).
* developments in miniaturised hard disks and flash drives to solve the storage space issue, therefore opening a window for phones to become portable music libraries and players similar to the iPod.
* the emergence of integration capabilities with other unlicensed access technologies such as a WiMAX and WLAN, as well as allowing handover between traditional operator networks supporting GSM, CDMA and UMTS to unlicensed mobile networks.
* further improvements in battery life will be required. Colour screens and additional functions put increasing demands on the device's power source, and battery developments may not proceed sufficiently fast to compensate. However, different display technologies, such as OLED displays, e-paper or retinal displays, smarter communication hardware (directional antennae, multi-mode and peer-to-peer phones) may reduce power requirements, while new power technologies such as fuel cells may provide better energy capacity.
* Speculative improvements in the future may be inspired by an English team led by James Auger and Jimmy Loizeau who in 2002, developed an implant designed to be inserted into a tooth during dental surgery. This device consists of a radio receiver and transducer, which transmits the sound via bone conduction through the jawbone into the ear. Sound is transmitted via radio waves from another device (ostensibly a mobile phone) and received by the implant. The implant is currently powered externally, given that no current power source is small enough to fit inside the tooth with it. In addition, the implant was only designed to receive signals, not transmit them. Directly tapping into the inner ear or the auditory nerve is already technologically feasible and will become practical as surgical methods advance.
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SS9173
Success622, What about the low volume today, especially this afternoon? If BIG news was imminent, shouldn't we see higher volume right now?
SS9173
OT I will be headed later this afternoon for Wisconsin Dells, WI - the Waterpark Capital of the World.
I may even try a little indoor surfing. JP, check out this link: http://www.kalahariresort.com/Waterpark_Rides.aspx?rID=1
Any advice for an inexperienced (first-time) surfer???
Have a great weekend everyone!
SS9173
JP, I also praised Wooger's post earlier today, but since you just acknowledged it as well, I would like to nominate it for one of the Posts of the Week.
SS9173
DD The information below is from a weekly email I get called "The Informer". You can subscribe to it for free by registering via this link: http://www.mobilecomms.com/NASApp/cs/ContentServer?pagename=marlin/home&MarlinViewType=MARKT_EFF...
A Week in Wireless #185
27 May 2005
Management at T-Mobile's German operation may have swallowed nervously as they watched this week's Champions League final. What looked like the safest lead imaginable - AC Milan were 3 - 0 up at half time - was upset by Liverpool who came back from nowhere to win on penalties. T-Mobile might have felt that it was unassailable on its home turf but it looks increasingly as if its about to surrender its top spot to Vodafone.
German press reports this week suggested that Vodafone could overtake T-Mobile in terms of German subscribers by the end of this year as saturation looms and competition intensifies. Vodafone outperformed all of its German competitors in the last quarter while T-Mobile had a disappointing three months, adding less than 60,000 customers according to Informa's WCIS database service. T-Mobile is looking to sacrifice low-spend customers in favour of a smaller base of more profitable users - a strategy employed by Vodafone itself in some markets. But market watchers have pointed to falling ARPU and turnover as an indication that this strategy may not work for T-Mobile.
Enjoying something of a surge in the German market is back marker O2, which banked considerably more than 300,000 subscribers in the quarter, trading in part on a relationship with German coffee house chain Tchibo - a new distribution outlet that saw it gain in excess of 100,000 new subs in the first three months of the year. With under nine million users each, O2 and E-plus remain way off the lead of T-Mobile and Vodafone, which were nudging 28 million and 25 million respectively according to WCIS figures for April.
Enjoying something of a Serge, meanwhile, will be Alcatel as CEO Serge Tchuruk has been granted permission to remain at the helm of the French vendor for another two years. It had previously been suggested that, at 67, Tchuruk was too old to keep his seat at the top but he's talked enough people into it with the argument that his last two years will be spent in preparation for his departure. There must be a lot of junk in his desk. Tchuruk had to fend off aggrieved shareholders at last Friday's AGM, who complained about the size of his salary and the absence of any dividend despite Alcatel's long-awaited return to the black.
Vodafone understands the importance of shareholder contentment perhaps a little better than Alcatel does. Big V has pledged to buy back another £4.5bn of its own shares and is also expected to double its dividend; the combined costs of this sweetener will absorb all of the firm's free cash this year, Arun Sarin predicted. But Vodafone shares were down this week as the firm announced that it was being hit by increased competition and lowered its outlooks for revenue and profits. In a bid to balance the downbeat news, Sarin broke his silence on 3G predictions and indicated that the operator should hit its target of ten million 3G customers by the end of this year.
Meanwhile Virgin Mobile is to pay out its first dividend following last summer's IPO, despite a drop off in average revenues. Operating profit at Virgin was up, though, by almost 40 per cent year-on-year to £67.7m and active customers are estimated at four million. The company is predicting that service revenues will grow in the mid-teen percentage points as it leverages its contract offering, launched at the beginning of this month.
Gartner's quarterly handset rankings were out this week as well and Q1 was a bumper three months, with 180.6 million units sold; a 17 per cent increase on the same period in 2004. The story wasn't quite so hot in Western Europe, according to Strategy Analytics, though. The firm charted an eight per cent decrease in sales year-on-year for Q1 in the region. Gartner observed a slight upturn in the performance of market leader Nokia. Having led the field for so long, recent quarters have looked as if they might bear out suggestions that the only place the Finnish firm's market share had to go was down. But CEO Jorma Ollila has pledged to get that number up to the giddying heights of 40 per cent. Q1 this year could be seen as a start.
The firm's sales were up year-on-year to almost 55 million units from 44.26 million in the first quarter of 2004. Market share rose accordingly, to 30.4 per cent from 28.8. Gartner said Nokia was helped by a strong Asia Pacific performance - in China in particular - which softened the impact of a lousy show in the US. The second- and third-placed players, Motorola and Samsung, also enjoyed year-on-year upturns, selling 30.29 million and 24.09 million units respectively (up from 25.11 million and 19.36 million in Q1 04). They also inched forward in the market share rankings; Gartner now puts Motorola on 16.8 per cent and Samsung on 13.3 per cent.
Meanwhile, Samsung has announced a new memory technology that it believes could find its way into handsets; increasingly important as users access and store rich multimedia content. The firm claims it has developed the world's first Solid State Disk (SSD) based on NAND Flash memory technology, which should bring power and weight savings and improved speed. The Korean vendor will begin shipping 8GB SSDs in August.
Fourth placed in the handset rankings, Samsung compatriot LG added almost an entire percentage point to its market share year-on-year, which now sits at 6.2 per cent. It clocked a significant leap in sales, up to more than 11 million from just over eight million in Q1 04.
Improved market share from the top four can only be bad news for the lower ranking players. Sure enough, Siemens - which is still promising to reveal a partnership strategy to save its ailing handset unit soon - had a bitter time of things, with market share slipping two and a half per cent to 5.5 per cent; the lowest in six years. According to Gartner's Ben Wood, the uncertainty surrounding Siemens' handset business has decimated operator and sales channel confidence in the German vendor. 5.5 per cent sees Siemens tied, in market share terms, with Sony Ericsson, which boosted sales year-on-year but lost a slither of market share. CEO Miles Flint told the Informer recently that a broadening of the product portfolio would see the firm turn its performance around. With almost double the market share of its nearest competitor, though, the handset game remains Nokia's to lose.
From Nordic vendors to their carrier counterparts, now. Both Telenor and TeliaSonera have been having to deal with ongoing wrangles in their overseas portfolio management. The latter has had its attempts to buy a wedge of Turkish player Turkcell stymied by the seller; Turkish conglomerate Cukurova. Cukurova failed to sign the deal to which it had committed earlier this week, so TeliaSonera scurried away to its lawyers, determined not to have its expansionist ambitions thwarted.
Cukurova is, in a word, skint. So it may be trying to bump the price up in order to enable it to pay off its substantial debts. The price previously agreed for the 27 per cent stake (which would take TeliaSonera's holding in Turkcell to 64 per cent) was $3.1bn. Turkcell's Q1 05 revenues were up two per cent year on year to $898m, with net income at $128m, the company announced this week.
Meanwhile, Russian conglomerate the Alfa Group kept up the spoiling tactics with Telenor; the two are fellow shareholders in Russian operator VimpelCom. Alfa wants VimpelCom to buy Ukranian carrier URS and the Russian operator's board voted in favour of the deal by five to four last month. Company rules require that eight out of the nine members must be in favour, though, a stipulation that Alfa is looking to eradicate with a lawsuit against VimpelCom and three Telenor nominated directors. VimpelCom, it seems, is not a happy family.
Elsewhere the march of the private equity community into the telecoms arena continues apace. Spanish Telecommunications group Auna, which owns Amena, a profitable mobile outfit, is up for sale and three private equity groupings have thrown their hats into the ring so far. Initial indications value the group at E12bn.
The competition for ownership of Italian operator Wind has been settled, with the consortium headed by Egyptian operator Orascom coming out on top. E12.1bn. In a ‘you scratch my back' kind of deal, Orascom's Wind's owner Enel will reinvest in Weather Investments following the sale, in exchange for a 5.2 per cent stake in the consortium. As many developed market players look to invest in emerging markets, it seems Orascom is heading in the opposite direction. It announced this week that it's looking to shed its other African assets - Congo Brazaville's GSM player Libertis and Oasis Telecom, which operates in the Democratic Republic of Congo. It has a figure of £130 million in mind. Developing markets specialist Millicom this week announced its launch - partnered with Rafsanjan Industrial Complex - of GSM service in Iran.
It will be a while before that operation gets around to complex, rich data services of the kind launched by Orange and Verizon this week. The UK arm of the France Telecom-owned player this week debuted its mobile TV service. For £10/month, owners of Nokia's 6680 (more compatible models are expected to be announced soon) can gain access to bespoke mobile content as well as programming from big names in the broadcast world like ITN, CNN and the Cartoon Network. The service is powered by MobiTV.
Meanwhile Verizon Wireless activated a new V Cast channel that will specialise in broadcasting selections from pop concerts a few days after they take place. Sticking with the world of mobile content, Napster - the scourge of the music industry establishment - revealed that it's sold 100,000 ringtones in the US since it launched the service on May 9th.
But the future isn't all about fancy data services, at least not according to 3G consultant Tomi Ahonen who told an audience in Singapore this week that voice would remain crucial and account for as much as 50 per cent of traffic in a 3G world. This could be bad news for operators if Skype CEO Niklas Zennström's predictions are correct. Speaking at the VON Europe event in Stockholm this week he argued that VoIP-based competition will leave traditional players no choice but to offer voice calls for free. He suggested that telco revenues would come from internet access and broadband and that, within ten years, voice revenues will have largely disappeared, in the fixed environment at least.
Whether this could happen in the mobile world or not remains to be seen but price wars have been increasingly visible on the mobile landscape of late. This week T-Mobile's Austrian operation launched a pricing offensive on its roaming tariffs in a bid to maximise holiday spend from its customers. Mobilkom Austria responded within 24 hours, slashing and simplifying its own roaming rates.
And the Informer's own mind turns to holidays now as the sun is shining outside and it's a bank holiday weekend. He's taking a week out next week, so the next edition of the newsletter will be in two weeks' time.
Have a good weekend
The Informer
Send your feedback to: theinformer@mobilecomms.com
© 2005 Informa Telecoms & Media
________________________________________________________________________________________________________________________________
SS9173
Wooger, I second Walden's comments on your post this morning.
Walden, A great analogy!
SS9173
Lifedealer, IMO there is a lot of "courting" and perhaps more importantly "wheelin and dealin" going on behind the scenes with some major names. These kind of deals don't just happen. It takes months to iron out the details.
I think the European patents announcement this week was huge in that it reaffirms the validity of the US patents. There will be a Virgin settlement...we are just waiting to hear the terms and conditions.
I also believe this may be one heck of a summer to remember...and not just for the weather or whatever fun we have planned. Mark my words, Neom will be a lot more known (and more valuable) by the time school starts in the fall.
SS9173
Some related older DD on telecom relationships
Sprint and Virgin announce joint venture
http://about.virginmobile.com/about/media/news/corporate/2001/2001-10-05/
Verizon bid for Sprint backed by Vodafone
http://forums.wirelessadvisor.com/showthread.php?t=5905
SS9173
Pennyheaven, I inferred that.
My point is Paperclick will most likely be rolled out in Europe first. I am making an assumption that Lorex's friend probably works for one of the US telecoms.
Hence, I surmise that it would be a US telecom with a close relationship with either Vodafone or Virgin Mobile, which are the two most likely telecom candidates overseas...those US telecoms being Verizon or Sprint, respectively.
SS9173
FWIW, my first guess would be Verizon as a result of its relationship with Vodafone. My second guess would be Sprint, which Verizon is trying to acquire, and has a relationship with Virgin Mobile.
SS9173
Kokonutguy, Congratulations on your appointment to Assistant Moderator. I have always enjoyed your posts, and look forward to you being one of the leaders of this board.
Best Regards,
SS9173
July 4th Followup
Maybe the F100 deal will be announced during either the latter part of the week of June 27th or during the week of July 4th, and Foote Cone & Belding are working on a major television ad promotion kickoff on the day of July 4th to market it.
Thoughts?
SS9173
July 4th Event
I did a comprehensive search last evening and again early this morning looking for an event that could be tied to some major rollout or promotion of Paperclick. The only thing I could find was the Digital Marketing Forum to be held on July 4 and 5, 2005 at the Cumberland in London. The link for this event is: http://www.osneymedia.co.uk/data/801_W.pdf
I didn't convince myself that this is the event TS and others on this board are referring to.
Instead, maybe it is an ad campaign that Foote Cone & Belding are planning to kick off on July 4th.
What are the boards thoughts regarding a July 4th catalyst or kickoff for Paperclick? I am interested in your ideas.
SS9173
Mudrez et al, Thanks for the updated insider holdings data. It will be useful to have it as part of the board header.
Regards,
SS9173
Lorex, nice post. Welcome to Ihub. EOM
SS9173
OT RonMexico, Thanks - I didn't realize they were delayed until you pointed it out and then I checked out the link more carefully...I guess Success or JP should change the title of the link since they are not real-time.
SS9173
OT Freephotoads, you can get RT quotes anytime you want by clicking the link in the header above. EOM
SS9173
Woogerbear, please provide a little more explanation for these well intended comments. What is the basis for these perceptions?
Thanks and Best Regards,
SS9173