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I suggest we all by-pass miscommunication and go straight to the SEC for documents.
SEC - EDGER Search Results for PVSP
Congratulations and very happy to hear all are healthy! ! !
Ultimately, this is a Mod's maintenance item
Compare the release dates.
April 17th (8 Days to go) is the most recent.
From the home page, select "Mobile Software" from the "Products & Services" menu at the very top of the page.
Manipulative and Predatory Fits the Picture As Well
I do to. And, I hope it is the ones who realize how many friends and family they called about the great quality and value of VoX.
They understand the impact of Viral Marketing.
Daily Downloads Continue to Go UP!
VoX Mobile VoIP - Android App
These people continue to tell friends and family.
You should ask: How many are from S Africa, India, and China?
A $/min difference like that will drive consumers crazy! ! !
India has a huge middle class with a strong history of emigration. As English is a big second language, the USA has been a major destination both for emigration and education. And needless to say family is very important.
Want to make a bet that they all will like the idea of VVoIP? ? ?
Extremely Nice Find
The X & Y axis are not clearly defined.
We do know that the X axis is 30 days. The Y axis scale is not displayed.
And, I do agree with you; the 35K number is cumulative.
Actually, they provided a count as of about 4-6 weeks ago when they indicated that the count was 35k.
Not too shabby.
I will be very interested to read about the number of new active accounts.
If you do back of the envelope calculations based off of the P/E ratio, you get some really interesting PPS improvements. I used the following information:
P/E Ratio = 14
Net Profit Margin = 10%
# of Shares = 140Million
Monthly Rev/Sub = $30 (for simplicity)
New Subs = 100k
It gets really wild if you use 1Million new subs
Like Magic: Disappearing Trolls
I have to laugh. They made such a big deal and in the end the upgraded Int'l App came just 4 days past the deadline.
Given the consequences of installing bad code, I like their conservative approach: don't screw around with your customers.
And now they are "live testing" the trickle of new downloads before they show marketing muscles and trigger an increase for the number of daily downloads.
Glad to be a PVSP Long!
And thank you Mark and team, this is quite a nice birthday present.
My pleasure, especially as MSFT paid $ 8.5B for them
The Trolls count on the MB posters losing track of good information
THE COMPETITION
I think your estimate of 50k-100k is fair. . . .
I think a more conservative estimate would be 25k-50k brand new customers on top of the existing 35-40k. Even the smaller number is an excellent starting point for subsequent advertising and word of mouth.
I really liked that quoted section of the 10K. I believe that this business is being "built" for growth and not just a bounce. And, becoming an MVNO would go a long way to addressing all three areas.
There is a reason management is buying PVSP stock and they have been clear on why . . .
Very exciting! ! !
LightSquared Comes Out Swinging
For some, there is no surprise that Falcone is refusing to roll over and play dead. The article below provides a nice summary of LightSquared's 431 page filing with the FCC. If you want LightSquared's executive summary, read pages 2-9.
Time will tell what the outcome will be. One thing is for certain, the attorney's hired by Falcone in this matter know that $ billions ride on this decision and they will fight.
++++++++++++++++++++++++++++++
LightSquared challenges FCC ruling to deny operation, cites Fifth Amendment
March 19, 2012 — 11:58am ET
By Wayne Rash
LightSquared, the Reston, Va. company that had planned to create a nationwide 4G LTE wholesale data network until its operations plans were denied by the Federal Communications Commission, has filed a public comment (.pdf) with the FCC challenging the agency's right to keep it from operating. The wide-ranging challenge claims that the public interest would be harmed by not allowing LightSquared to provide broadband service nationally, and that the FCC violated the Administrative Procedures Act (which governs how federal agencies operate). LightSquared also claims the decision has violated its contracts with the FCC. The company recently hired a high-profile legal team to help press its claims.
Finally, LightSquared is claiming that the FCC is being unfair in that the agency not only issued a permit to use the frequencies, but encouraged LightSquared, only to later change its mind. LightSquared's primary claim is that GPS receivers don't deserve protection from interference since they are an unlicensed services. LightSquared's response does not address the substantial public interest involving the tens of millions of GPS users who would lose service should LightSquared's network begin operating, nor the cost to rescue workers, the airlines and the military.
LightSquared initially won a spectrum auction for a frequency band adjacent to the frequencies used by GPS. That frequency band was originally designated for mobile satellite use, but LightSquared asked for, and received, permission to convert the use of the band to 40,000 terrestrial high-power transmitters. It's those high-power transmitters that would overwhelm the highly sensitive receivers used by GPS devices.
LightSquared's constitutional claim is based on the Fifth Amendment, which reads in part, "No person shall ... be deprived of life, liberty, or property, without due process of law; nor shall private property be taken for public use, without just compensation." However, LightSquared's response does not take notice of the fact that the airwaves are a public resource, and that the auctions don't convey ownership of the frequencies, but rather the exclusive right to use them.
LightSquared does however propose that if the FCC won't allow it to use the spectrum it won in the auction, then the FCC should provide it with alternate spectrum that would not interfere with GPS. Considering that the FCC is unlikely to change its mind, and that Congress has passed and the president has signed legislation that would prohibit LightSquared's use of the spectrum, the spectrum swap is ultimately the heart of LightSquared's filing. In this, the company has a point, contending that since it's not allowed to use the frequencies it bought the rights to in it auction, it should be allowed to use something else.
I think we will find out soon enough what Vox chooses to offer. I would think 60 minutes free should be enough for the customer and I prefer 60 minutes over 30 days.
I would be cautious with the assertion about rapid cash flow growth within a month.
In Mark R's early February interview, he spoke of providing the International App for free on a trial basis. I don't believe he gave a time limit for the trial, but the intent was to drive viral marketing and signups based upon (1st) free calling, (2nd) quality of service, and (3rd) word of mouth recommendations.
He was clear on large cash flows by the end of the year, showing confidence on tackling the remaining debt.
Yes we are! ! !
I have to say that you can hear the excitement of G3/PVSP management when you listen to Mark's interview on STT Radio a month ago.
I think you will also appreciate the Reporter's Roundtable below.
Not only does it provide more perspective on LightSquared, but it also presents THE perfect example of Skype quality . . . the two remote reporters are using Skype.
Reporter's Roundtable
How did you come across the Telco Analysis?
Great read ! ! !
New iPad can max your data in 10 minutes
Our VVoIP solution works best of class when using +50% less bandwidth than competitors.
The article cited below nails the economic advantage. (I only include one paragraph.) It is easy to get creative in a Coke vs Pepsi challenge and show in a civil manner the basic benefits of our VVoIP over Max Headroom.
This expands on my previous piece on Ojo vs Skype: Ojo vs. Skype
++++++++++++++++++++++++++++++
Apple’s new iPad can max out your data plan in 10 minutes
By Barb Dybwad, Tecca | Today in Tech – 4 hrs ago
"As the graphic below shows, you'll be paying the same price for either 2GB or 5GB worth of monthly data on either carrier at $30 and $50 monthly, respectively; AT&T also offers a smaller 250MB plan for $14.99, and Verizon offers a higher 10GB plan for $80 per month. The trouble is, none of those data caps are actually very high when you start factoring things in like streaming video, audio, beaming high-resolution photographs (one of the features in the new iPhoto for iPad application), or syncing all of your various media files using Apple's own iCloud storage service. Even some apps, particularly games, can clock in at hundreds of megabytes."
Response to Private Message
Before I get started, my account does not provide for private messaging. So . . .
First, I am only giving my impression of the situation in response to your question. Second, I am a firm believer that Ojo technology for this end of the consumer market, ie. not Cisco's high end telepresence, is the absolute world's best. To be more conservative, it is at parity with Apple's Facetime.
So to your question: why did Microsoft believe that Skype will rule with inferior product when they knew that Vox and Ojo were on the horizon?
Skype has many things going in its favor. While it was not the absolute 1st VoIP provider, it was the early entrant that became a household name; its brand became a verb. It has about 500 Million registered users as a consequence, though a large majority are for the free service. It has about +$ 700 million in annual revenues, though it still is not making money. It also comes from a world that Microsoft understands and frames its world view and consequent decisions . . . the PC. Some argue that MSFT's monopolistic mindset and PC worldview has hobbled their efforts for close to 10 years in their strategic effort: Windows Mobile/Smartphone.
My guess is that it is due to it still being "early" in the VVoIP game, that MSFT thinks they have room to maneuver. They may feel that they can program around Skype's problems. That the dominant brand can get Skype built into dominant Web 2.0 platforms like Facebook. They may feel that Internet 2 functionality and 4G LTE wireless technology will let them avoid/hide Skype's short-comings.
Needless to say, I hold the view that Ojo technology and patents combined with Vox award winning service platform target critical demands and factors in the market. (Superior Service coming from: patented low bandwidth utilization, "cloud oriented" service platform server farms, capital efficient & effective server farms, operationally efficient and effective service platform.)
- Wireless bandwidth is absolutely a constraint for the network providers
- Wireless is the growth arena around the world in part because the network providers do not have to build the "last mile" to the consumers
- Wireless is also the growth arena because Apple made the Smartphone & Tablet an absolute positive addition to everyone's day to day life
- Telco firms as a general rule charge consumers for their respective data consumption to recover Telco costs (VVoIP consumes data like crazy)
- The global "Great Recession" has made capital efficiency and effectiveness a strong determinant in moving capital projects forward, ie, building out networks and service platforms.
- The Digital Revolution with the IP convergence in the telco world has made it very easy for small nimble players with excellent product/service offerings to compete against huge $ billion companies in the "Great Game". The "walls" preventing the creation of small players are falling down around the world.
- Skype quality humorously has become synonymous with poor quality. Tango is actually being used by Skype as a substitute for those situations where Skype simply fails.
- VVoIP in certain markets is growing +100%/year due to the growing acceptance of VVoIP into people's daily lives
- One of the known aspects of human nature is that for disruptive services like VVoIP to successfully enter into the mass market there must be a choice. Our VVoIP solution will participate in the consumer decision process with a superior service offering.
I hope this answers your question
All IMHO
The patented design Ojo Shadow
Which model?
New Twist with LightSquared & GPS Coexistence
I woke to see these two articles. I really liked the Forbes article as it speaks to the GPS Coalition's motivations, and include only that paragraph.
However, the Politico piece is priceless for pointing out the potential collusion between DoD, PNT, and the GPS Coalition.
Time will tell how this unfolds. Hopefully, the FCC will support LightSquared's December 20, 2011 request to support its legal rights and disallow legal protection to the GPS Coalition's members defective receivers. Billions in liability to consumers as well as LightSquared would likely change the game.
+++++++++++++++++++++++++++++++++++
LightSquared Battle Heats Up As Politico Reveals DoD E-Mail
Daniel Fisher, Forbes Staff
3/02/2012 @ 2:10PM
"Politico reports that an unnamed Defense Dept. official urged his colleagues to “synch up” with the GPS industry back in 2010 to defeat LightSquared’s proposed cellular communications network. The e-mail, if authentic, would bolster LightSquared’s claim that it was the victim of a coordinated attack by government insiders and the GPS industry, which could face billions of dollars in liability for selling receivers that cannot filter out emissions from LightSquared’s neighboring radio frequencies."
On LightSquared, Defense Department official urged synch up with GPS lobby
By ELIZA KRIGMAN | Politico Staff
3/2/12 9:33 AM EST
A Department of Defense official urged his colleagues in 2010 to "synch up" with the GPS industry in order to defeat LightSquared's plans to build the nation's first wholesale broadband network, according to an email obtained by POLITICO.
The email came as the Global Positioning System Industry Council was preparing to brief NTIA — the White House technical advisers — on LightSquared's proposal.
"We need to synch up with them prior to them briefing NTIA to make sure we are in lock step," the DoD official wrote to colleagues in the Dec. 29, 2010, email. He added: "Especially since they are our allies."
A spectrum expert close to the situation leaked the emails to POLITICO.
LightSquared has argued that it was treated unfairly in the testing process, and the email is sure to provide the company new ammunition.
The DoD official who wrote the email declined to comment after being told POLITICO had a copy. A representative for the DoD also declined to comment.
However, another Defense source told POLITICO that “several people on [DoD] staff … made common cause with the GPS industry” and compared notes in opposition to LightSquared. The source now says that DoD’s involvement “was a huge mistake.
The source said that the DoD doesn’t manage the “user equipment piece” of the GPS system and it wasn’t really their place to insert themselves in the process this way.
The House Energy and Commerce Committee leaders on Tuesday asked for a trove of government documents, as part of that committee’s review of LightSquared’s conflict with the GPS industry. The lawmakers asked for all written and electronic communications about LightSquared from the FCC, NTIA and the interagency National Executive Committee for Space-Based Positioning, Navigation and Timing (PNT EXCOM).
LightSquared’s dream of launching a wholesale broadband network was blocked by the FCC and NTIA in February after concluding that GPS interference issues leave the company no viable path forward.
In addition to the correspondence between DoD officials, other emails from government officials involving LightSquared indicate that at least one NTIA official believed LightSquared had a valid argument that the GPS industry was at fault because it waited years before raising concerns about interference.
GPS companies maintain that LightSquared is at fault for trying to deploy a technology that’s inherently incompatible with GPS. LightSquared points fingers at the GPS industry for making cheap equipment that can’t block out noise from neighboring bands of airwaves.
A spokesman for Trimble, one of the nation’s largest GPS manufacturer and a leading force behind a coalition formed to fight LightSquared, the Coalition to Save Our GPS, dismissed the emails as “baseless claims about the process” from LightSquared.
"LightSquared was afforded a full year to demonstrate that its proposal to repurpose mobile satellite service spectrum would not create interference to GPS. Having failed to meet the FCC's conditions, it is now making baseless claims about process,” said Jim Kirkland, vice president of Trimble. “LightSquared's suggestion that this somehow represents a conspiracy are pure self-serving nonsense."
The GPS Industry Council has strong ties to Trimble. For example, Charles Trimble, co-founder of the company, is the chairman of the GPS Industry Council. Trimble no longer leads the company he helped found, but he serves on the PNT EXCOM, which advises and coordinates federal departments and agencies on matters related to GPS.
The PNT EXCOM, co-chaired by DoD and DOT, dealt a serious blow to LightSquared’s chances of success with a letter in January to NTIA concluding, based upon testing, that “there appear to be no practical solutions or mitigations” that would enable the wireless company to proceed in the next couple of months or years without “significantly interfering with GPS.”
LightSquared has continued to claim that it will work toward a technical solution, but most analysts argue that the company’s quest may be at an end — or is likely to be tied up in litigation for years.
“LightSquared has always asked for nothing more than a fair evaluation of the issues, but these troubling emails appear to indicate that this may not have been the intention of everyone and raise significant questions about the testing process,” said Terry Neal, a spokesman for the company. “We sincerely hope that is not the case and that the FCC takes note of this as it conducts its evaluation and assesses next steps."
TrustPay and Mira Networks . . .
FYI: as far as I can gather TrustPay.Biz should not be confused with TrustPayGlobal.com or TrustPay.EU. If someone comes up with information that show an interconnected relationship, please share.
TrustPay.Biz is associated with Mira Networks out of Johannisburg South Africa. Sean D Conde, in addition to his position with TrustPay, is the CEO of Mira Networks, cofounded with Alan Zimmerman as CTO and Ari Hayman, Owner of Mira AFRICA.
LINK>> http://www.miranetworks.net/
Mira Networks also have operations in Nigeria, Kenya, Ghana, Senegal, and Tanzania, in addition to South Africa.
TrustPay is looking to expand into the BRICS countries (Brazil, Russia, Inda, and China)
You should consider what active development projects they have described to shareholders. To present one possibility: they have outlined the development and implementation of international VoIP prior to implementation of the VVoIP app. They may have passed an internal development milestone and fulfilled a prior commitment to themselves to buy stock based upon that successful achievement. Of course this is done with the assumption of being compliant with SEC guidelines for insider buying/selling.
Also, the Shorts and MM, with the educated guess of pending success are forcing the shorting issue and scooping up shares . . . they expect to capitalize on the probable news.
IMHO
Billionaire Falcone: No LightSquared bankruptcy . . .
* Falcone says there is a plan
* Offers no details on what it may be
Billionaire Falcone: No LightSquared bankruptcy
Wed Feb 15, 2012 3:04pm EST
By Sinead Carew and Svea Herbst-Bayliss
Feb 15 (Reuters) - Hedge fund manager Philip Falcone is ruling out a bankruptcy filing for his telecom startup LightSquared Inc, one day after U.S. regulators said they planned to yank the company's approval to build a national wireless broadband network.
"It is clearly not on our table," Falcone said in an email to Reuters on Wednesday when asked if LightSquared, the biggest investment in his Harbinger Capital Partners fund, was considering a bankruptcy filing.
He said there is a plan for dealing with the Federal Communications Commission's plan to revoke its permission for LightSquared to build out a land-based network, but he declined to offer any details.
Industry analysts and some LightSquared investors say the telecom startup is running short of options with cash draining away and little chance of getting the FCC to change its mind.
In a financial filing last year, LightSquared said it could run out of money by the middle of this year. "A bankruptcy Chapter 11 filing seems inevitable," said a person with one of the hedge funds that owns some of LightSquared's more than $1 billion in outstanding debt. The person declined to be named because the situation is still fluid with LightSquared.
There are two different companies: Eaton Towers for Africa and Augere Holdings for the Indian sub-continent and Africa. It is my understanding that they do not have the problems L2 has; they are already operating and building out their operations.
I see no reason for the L2 tough news getting in the way of world leading superior technology. If I remember correctly, VOX inked a deal in South Africa late last year and I assume it came through the relationship with Harbinger Capital and Sanjiv Ahuja. There is no question in my mind that Barry MacCheyne with his Global Crossing background can work these connections.
VVoIP is already growing globally; it is the USA which is behind. The reality is when our VVoIP solution uses less than half the bandwidth you are making friends with the network operators who can run more calls over the same infrastructure, the Android OEMs because their SmartPhone battery won't drain as quickly, and the consumer because their data bills will be less and their VVoIP call will be of a superior quality.
IMHO, this is the sort of message that is not lost on CFO's and CMO's of these and other target companies.
It would be a very nice surprise! ! !
Tough News re LightSquared . . .
LightSquared Faces U.S. Prohibition After Interference Report
February 14, 2012, 8:29 PM EST
By Todd Shields
Feb. 14 (Bloomberg) -- The U.S. Federal Communications Commission said it won’t let Philip Falcone’s LightSquared Inc. begin service after an Obama administration adviser found that the wireless venture disrupts navigation gear.
Federal agencies have determined that LightSquared’s signals interferes with global-positioning system devices, Tammy Sun, an FCC spokeswoman, said today in an e-mailed statement. The FCC is preparing to withdraw the preliminary approval it granted last year for LightSquared to build a high-speed network serving as many as 260 million people, Sun said.
“The commission clearly stated from the outset that harmful interference to GPS would not be permitted,” Sun said. “The commission will not lift the prohibition on LightSquared.”
The FCC’s action marks a blow to LightSquared and a setback for Falcone’s Harbinger Capital Partners hedge fund, which has invested $3 billion in the venture. Last year’s tentative FCC approval sparked a year of lobbying by LightSquared and opposing GPS companies, and set in motion U.S. testing that LightSquared has denounced as flawed.
Those government tests found that LightSquared’s proposed ground-based network would interfere with navigation equipment including gear used by aircraft, Lawrence Strickling, administrator of the National Telecommunications and Information Administration, said in a letter today to the FCC.
“There are no mitigation strategies that both solve the interference issues and provide LightSquared with an adequate commercial network deployment,” Strickling said in the letter to FCC Chairman Julius Genachowski.
Falcone’s Fund
LightSquared said in an e-mailed release issued before Sun’s statement that it disagreed with Strickling’s findings.
The NTIA and the advisory board that informed its decision “disregard more than a decade of regulatory orders, and in doing so, jeopardize private enterprise, jobs and investment,” the Reston, Virginia-based company said.
The company’s travails in Washington have weighed on Falcone’s hedge fund, which in 2005 began investing in LightSquared’s predecessor, SkyTerra Communications Inc.
Harbinger managed $4 billion at the end of last year, down from a peak of $26 billion in mid-2008. It wrote down its LightSquared position by 59 percent last year because of the uncertainty over LightSquared approval.
Harbinger is paying a 15 percent interest rate for a $190 million loan, almost triple what the riskiest corporate borrowers pay, said two people with knowledge of the loan.
LightSquared said it “fully expects” the FCC “to recognize LightSquared’s legal rights to build its $14 billion, privately financed network.”
The wireless company has pursued FCC approval since November 2010, and cited previous agency decisions that it says granted permission to build towers for its network
The Importance of LightSquared . . . .
IMHO, LightSquared (L2) is very important for multiple reasons. The following is an incomplete perspective, but I believe it addresses the question.
First, I believe it would surprise most here to know that L2 has an indirect relationship with Augere and Eaton Towers through Harbinger Capital and L2's own CEO Sanjiv Ahuja. These two telecom firms are focused on the wholesale wireless market like L2 and cover Africa and the Indian sub-continent. All told, these three cover a market in excess of 1Billion people. In addition, the Far East is noted for being much further ahead in VVoIP than the US. Therefore there is greater inherent demand due to VVoIP already being a part of the accepted daily culture. Finally, there is much greater sensitivity in these markets to the cost of capital as well as personal security. So, solutions which are far more capital efficient and enable security fulfill a strong need.
Second, the migration to 4G LTE from 3G is aligned with the current global migration from "Internet" to Internet2" as with IPv4 to IPv6. This migration is an enabling jump from relatively inefficient old style cellular networks to very efficient IP based data networks over wireless spectrum: it is like moving from a POTS call to VoIP. In this new world, every SmartPhone will have its own IP address. One consequence is the treating of every IP address as being on the network like your computer, with very efficient and effective access to just about anything you can dream of. Another consequence, as mentioned in Mark's interview on STT, is the ability to compete effectively against traditional Telcos in the MULTI-TRILLION $ global wireless telecom market. I thought the Telco 2.0 Strategy Summary posted here a few days back did an excellent job of outlining the impact of this disruptive technology.
Dealing with the Disruptors
Third, this market access unlocks the inherent economic value of the global industry leading VVoIP solution with its superior quality and patent protection. Mark presented his opinion very clearly in the interview: this VVoIP solution has incomparable quality. IMHO, prior to gaining market access, negotiations are difficult and one-sided. With market access and the consequent growing revenue streams, it now becomes possible to prove the excellence of the technology and the growth in Brand Equity through customer acquisition and feedback.
It is due to the above perspective, that I've followed the current L2-GPS Coexistence issue standing before the FCC.
IMHO, the likelihood of a positive FCC decision continues to grow. Over the last few days, the News has reported on a growing shift at the FCC as well is in Congress.
If you read the final 5 paragraphs in the following article, you will see the FCC Chairman Julius Genachowski pay recognition to the need for L2-GPS Coexistence as well as the GPS Industry's poor GPS Receiver engineering.
FCC Chairman Genechowski's Comments
As well, the article below outlines a growing sentiment in Congress to positively address L2-GPS Coexistence and an implied recognition of the fraudulent testing by PNT.
LightSquared Strums up Political Support
I hope this effectively addresses your question
IMHO, if PVSP implements the Android VVoIP app soon, then you will see greater traction in sales.
Like Bausch & Lomb said, if you have the VVoIP app inter-operate with the video phones they already have in their offices internationally, then you will see 5,000 downloads overnight. That would likely trigger more video phone sales, IMO.
Also, IMHO, you will see more small & medium business sales through the new sales channel because of this interoperability.
Even Apple's Facetime can't do that . . . it only works in WiFi hotspots! ! !
Now, that is a Freight Train! ! !
I suggest going one step further. Use your VOX Android VVoIP app and show friends, family, and co-workers how well the application works compared to Skype.
Bring it into your coffee shops and break-rooms where you can share your positive experience with those around you who don't know there is a superior choice available. Make Skype the butt of your jokes when you show how well it works calling your home video phone or your friend's VOX VVoIP app.
Ask Barry, Mark, and Paul at Pervasip for fantastic ideas on how to use all of these opportunities.
Find ways to help it go viral. Buying two home VVoIP phones is good . . . but helping it to go viral multiplies shareholder power.
The ranking will change dramatically when the VVoIP app is introduced, marketed, and caught up in the tide of viral generated trials.