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.
Serenity...
http://www.surfline.com/video/vids/2004/aug/jsps/laynebaja_wm.cfm
All the Best, JP
Good Lord...
As I write this, Hurricane Jeanne is making landfall just around Vero Beach:
http://weather.sun-sentinel.com/global/Region/g4/2xpxIRSatellite.html
For all you goofey footers out there...
http://www.surfline.com/video/vids/2004/july/jsps/surfdiva_wm.cfm
Chuck...
It's the 17th Ave. jetty here in Belmar, NJ. I usually surf right out on that little point when the waves are kicking. There are some nice rights I get from the sand bar which has formed off to the left of the jetty.
But listen, you have other things to worry about such as Hurricane Jeanne. Batton down the hatches and know we are praying for all of you there in S. Florida...MaryAnn, Rocky and the whole NEOM tribe as well.
By the way, I just got my proxy this weekend. They switched the meeting time from 2:00PM to 10:00AM as was initially indicated on the SEC filings. So come early on 10/29. All the Best, JP
SS-9173...
You've got mail. Welcome to the I-Hub boards. All the Best, JP
Mtwain...
You got mail and welcome to the I-Hub boards. You offer valuable insight. ...All the Best, JP
Surfs Up...
I'm outta here:
http://www.belmar.com/webcam/easternlines.html
Telecom's Next Wave: Alliances
TECH KNOWLEDGE
By Todd Rosenbluth / Edited by Karyn McCormack
The partnership between wireline provider CenturyTel and Cingular Wireless shows the industry's future direction
On Sept. 20, rural wireline carrier CenturyTel (CTL ; ranked buy; recent price: $33) announced that it will return to the wireless market, though on a much smaller scale than before. The telco signed a wireless reseller agreement with Cingular Wireless, with service to be launched late this year. The announcement comes on the heels of the partnership formed in August with EchoStar Communication's (DISH ; hold; $30) DISH network to offer satellite-TV service to CenturyTel's customers. Advertisement
CenturyTel left the wireless business in 2002, selling operations covering some 700,000 subscribers to Alltel (AT ; buy; $55), because it couldn't compete against the national wireless carriers. What's different about its latest foray into wireless? Two things: First, CenturyTel is partnering with an industry-leading company rather than running its own network, and second, the company will most likely bundle together wireless service with wireline, DSL, and broadband products to offer to customers.
BIGGER PIECE OF THE PIE. With growth in traditional wireline services slowing, CenturyTel is going after a larger share of consumer spending on enhanced communications services. Consumer spending on bundled communications services, which includes wireline, wireless, Internet, and cable or satellite TV, has been climbing. According to market-research firm TNS Telecoms, households spent $160 a month, on average, on communications services in the second quarter of 2004, up 3% from the first quarter.
CenturyTel, along with such telcos as Qwest Communications (Q ; hold; $3.10), SBC Communications (SBC ; avoid; $26), and Sprint (FON ; avoid; $20), is competing fiercely with other local wireline, wireless, and cable-service providers, leading to losses in local-access lines. Looking ahead, competition will only grow with the launch of Internet telephony and the expansion of wireless broadband networks.
But unlike earlier periods, when telcos ratcheted up capital spending to boost growth and gain customer loyalty, partnerships are now the vogue as carriers try to reduce debt. Indeed, SBC cut its long-term debt by nearly 6% in the first six months of 2004. What makes the partnerships appealing is that they let one company provide new services to customers, while allowing its partner make use of excess capacity to become more efficient.
STRANGE BEDFELLOWS. S&P believes we're likely to see more of these partnerships in the future. In certain markets, partnerships help wireline carriers compete with cable-TV providers such as Cox Communications (COX ; hold; $33) or Time Warner (TWX ; accumulate; $16.50) for broadband customers. The partnerships also give EchoStar and other satellite providers a chance to lure customers away from cable TV.
To be sure, these partnerships sometimes make strange bedfellows. Before coupling with CenturyTel, Echostar partnered with SBC and Sprint. And in addition to the EchoStar alliance, Sprint has been partnering with outfits in other sectors of the communications industry. In 2004, Sprint began providing wireless services under the Qwest brand to Qwest's customers in the Western U.S. And Sprint is teaming up with cable companies in markets where it does not operate as a local carrier.
In late August, Sprint signed an agreement with Mediacom Communications (MCCC ; hold; $6.70), the eighth-largest cable operator in the U.S., which will allow the cable company to provide phone service in itsmarkets. Sprint will assist in switching and provide operator and directory services. Mediacom anticipates launching phone service in selected markets in the first half of 2005.
We expect more of these communications partnerships as companies seek to offer multiple high-quality services at a reasonable price. For telcos that don't currently offer wireline, wireless, cable/satellite TV, and Internet services, these alliances are imperative. And while it's too early to say for sure, we think these linkups will lead ultimately to greater revenues and customer loyalty.
Big ships...
Critical Mass is defined as having been reached when 10% of the affected subject matter (in this case the population) have been influenced and/or altered. The remaining 90% become affected at an exponential pace thereafter. However, it is the initial 10% which sets up the paradigm shift, not the other way around...Newtonian physics. All the Best, JP
NEOM Longs...
You've all got mail. If you don't, Eme: JPetroInc@aol.com
All the Best, JP
Clare Bear...
1Mil. @ $0.065 averaged down. All the Best, JP
Diamond...
When I spoke to Chaz last week, he said he was keeping a close eye on RFID. He seems very involved with what is going on "out there" with RFID and I suspect for good reason. its is the next big wave. I will pose your question to him. All the Best, JP
SS9173...
I recieved and printed your list of questions. I will present them personally to Chaz Fritz on 10/29/04. They are all very releveant and I would be honored to ask them on your behalf. All the Best, JP
Interesting...
http://www.investtet.com/
Chuck...
Yes: JPetroInc@aol.com
Jeff K...
The BSDS/Triton acquisition is on my list of questions, albeit it is not one of the ones at the very top. Nonetheless, it is important and I will ask...for sure. All the Best, JP
Personalizit...
We all know that the SP is the ticket into the arena for the show. What if the SP's are slow to accept NEOM's offer for marrage? Not because they want to say no, quit the opposite. What if all the legal red tape were to take an incredibly long time to get proper legal clearances. Encumbered by numerous state regulations (which vary tremendously from state to state) maybe an impedence to NEOM right now. What if I-Point were the ticket around the SP's?
Note VideoCentric's (an authorized reseller of I-Point) advertisment as follows:
"A Bridge to the Desktop with NO cost endpoints."
Could this be an end pass around the SP's until the SP bureaucratic red tape is ironed out? In other words, can NEOM's PaperClick on cell phone link to a proposed Brand Partner thru I-Point's streaming video systems?
Get this: I-Point's product integrates seamlessly with Microsoft Office™ products "with files held locally by the server(s) and no requirement for participants to download data." All the Best, JP
Personalizit...
Excellent perception on your part; albeit I've always held you in high esteem for the exceptional quality of posts that you have contributed over the last year or more.
Deutche Telecom and Sony are the powerhouses behind I-Point. However, I-Point is based in Tel Aviv, Israel. I understand there is alot of inertia in this play and you are correct for pointing out the expediency at which it has and is being negotiated.
When I think about government contacts, I think about the US Dept. of Defense. The USDOD has been mentioned more than once recently and I suspect Ron Parsons w/SRP or SAIC (as you've mentioned) maybe forging ahead with developments along these lines. From what I've read, I believe Relyco has more of a grasp on Check 21 than it does on PaperClick. Ad visa versa with SAIC and PaperClick.
I'm unclear how this all ties in with a european steaming media company involving I-Point, with products such as Visual Theatre, Visual Chat, Visual Lecture and Visual Workgroup. What's the connection? I understand that the next couple of months are crucial for NEOM. Check 21 takes effect this Oct. 04 when all banks, lending institutions, credit unions, financial thrifts, etc. must be in compliance with the new federal reg's. But whats the connection with I-Point and the government...unless we are talking about the EU? Does Virgin have any ties with I-Point? Does Virgin have any ties with Deutch Telecom or Sony? We need to hit the DD trail here again gang.
Also, in order to be able to officially launch PaperClick, we will need a Service Provider (ATT, Verizon, Cingular, Sprint, T-Mobile, Nextell, etc.) before we get off the launch pad. Its the same on the other side of the pond as well. The SP is the only entity tha can "Throw the Switch" and make the connection between the user and NEOM's data base loaded with Brand Partner URL's.
Having paperclick preloaded in Nokia's 3650 and 3660 camera phones is a powerful commodity; not only for the public domain but for private companies, public companies and the government as well. But without an SP, IMO we sit on the launch pad waiting for lift off. The SP is the missing link which needs tobe hammered-out in order to launch.
All the Best, JP
Chuck...
I look forward to meeting you as well as also attending the shareholders meeting. My email is: JPetroInc@aol.com.
As time draws closer, I will keep you apprised of my whereabouts. As soon as I have confirmed my travel arrangements (which should be shortly) I will inform you accordingly.
Regarding a libation, I would suspect there will be quite a few of us bellying-up to the bar afterwards if things go well; which I have the utmost confidence in Chaz & Chuck that they will.
All the Best, JP
Personalizit it...
Same difference to me. I'll be in Marco Island that week. All the Best, JP
NEOM Shareholders Meeting...
I will be attending on Friday, 10/29/04, 2:00PM at their Naples Florida headquarters. Believe me, there will be some very interesting people gathering for this event. We have had the entire past year to get our ducks in a row and I am confident that the road ahead will prove worthy of our time, money, patience and belief in Chaz Fritz, Chuck Jensen and all the rest at NEOM. I will do the best I can to update all here on the I-HUB boards. If you have any specific questions you wish me to ask, you may E:me at JPetroInc@aol.com. All the Best, JP
RFID growing fast...
When I spoke with Chaz last week, he said that he was extremely focused on RFID. Its amazing that another company I own CDED (which has been struggling like all my stocks) has formed a multi-million dollar alliance with Kelly Companies to distribute e-prescriptions to the medically uninsured here in the US. The new company NexGenesys will be publicly traded by absorbing CDED - an existing OTCBB. They are project $175Mil. in revenue in the first 12 months of operations. This article not only highlights how hot the RFID sector is right now, but also my place one of my holdings in a law suit position with NEOM for patent infringement...Go figure! All the Best, JP
http://www.eweek.com/article2/0,1759,1639710,00.asp
PS: Article also mentions Wal-Mart RFID. See Link
3Saints...
I hear you. There has bee a consistent pattern of equity distribution here since Feb. 04. I'm not stating this is bad, however it has been alot. All the Best, JP
New 52 week lows:
http://stockcharts.com/def/servlet/SC.scan?s=TSA[t.t_eq_s]![t.e_eq_n]![as0,20,tv_gt_40000]![tl0_lt_a...
All the Best, JP
Authorized
1,125,000,000.00
Equity Distribution:
Pacific Transfer
Ph. 702-361-3033
O/S 06/30/03 86,606,012
09/30/03 113,784,921
02/09/04 136,249,921
04/22/04 183,930,421
05/13/04 192,180,421
06/28/04 199,705,421
08/30/04 221,855,421
09/16/04 226,705,421
R/S 05/13/04 81,455,837
06/04/04 87,272,957
06/28/04 83,790,155
09/16/04 70,976,231
Float 05/06/04 65-70 Mil.
05/13/03 109,332,084
06/04/04 112,432,464
06/28/04 115,915,266
09/16/04 155,729,231
Aothorized 1,125,000
DiamondTech...
Nice post. All the Best, JP
DiamondTech...
He has been in meetings. All the Best, JP
Inmates in Charge of Travelzoo
http://biz.yahoo.com/fool/040909/1094754600_1.html
Any thoughts on CDED?
Buzz, how have you been? I'm from the IIIM or I-3 Mobile days.
How has the surf been lately in CA. We've had some nice swells here in Belmar, NJ as a result of Hurricane frances...some nice 8 to 12 footers glassy with a few tubes. All the Best, JP
NEWS:
http://biz.yahoo.com/bw/040907/75340_1.html
Congradulations Chuck. All the Best, JP
Ambient Intelligence...
http://www.smartmobs.com/archive/2004/09/05/ambient_intelli.html
All the Best, JP
YellowJacket...
Firstly, welcome.
Secondly, I do not advertise my personal stake in this company on the public message boards. However, to answer your question directly, I have $100,000.00 invested in NEOM.
I've been here a long time.
Do I like all things that are involved with growing micro cap companies? No. On the other hand, I do know what I own. I am clear in my personal conviction regarding the choice I have made in NEOM.
As with all investments, there is a risk/reward factor. Over the years, I have become more risk tolerent with my choices.
I've scanned on average 100 stocks or so for each one I choose to own. I'm a Long and do not day trade. I will sell a stock if the fundamentals change. I only have 3 stocks I carry in my portfolio. NEOM is 1/3 of that portfolio.
So, I guess you could say I have sound reasons to believe in this company.
Regarding being "the man," there are quit a few brilliant Longs here that have contributed to the wonderful information found on this thread; including those that freely choose remain here as well as those Longs that no longer can be.
All the Best, JP
HC welcome...JP
US Dept. of Defense...
This one came up on the radar screen just last week in conversation form. Its amazing to see it now in black and white. All the Best, JP
Joe D.
I'm going to go out on a limb here and say we hear about a settlement with Virgin within the next 30 to 45 days. Just a hunch, but I do know that aside from the court proceedings, they will be meeting very soon.
I still believe what I posted in Post #13 here on I-HUB way back when this board was first started as follows:
http://www.investorshub.com/boards/read_msg.asp?message_id=2308311
All the Best, JP
RFID gets active & smart...
http://www.infoworld.com/article/04/08/09/HNwherenet_1.html
All the Best, JP