Sunday, November 12, 2006 6:34:00 PM
I believe the significance of the ONE announcement was to let people know we are very close. I don't think they are necessarily the first deal, but the first one announced. Since they are essentially a non-profit in a commodity market, it doesn't diminish their competitive advantage to allow NEOM announce a marketing effort of theirs.
NEOM needed to announce this to blunt the impact of the 10-Q. I believe we will be seeing alot more announcements in the next 3 weeks from commercial partners. If the ONE campaign starts in Dec, I believe it isn't the only campaign prepared.
Best to all longs,
Bigs
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