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Re: smurfgizmo post# 116573

Monday, 04/02/2007 5:07:09 AM

Monday, April 02, 2007 5:07:09 AM

Post# of 326350

Smurfgizmo, as I see it, over the last few weeks several pieces have fallen into place:

- Qode finally became available for BREW handsets
- Ticketing and couponing now integrated into Qode
- Scanbuy seamingly fleeing NEOM’s patent territory (North America/Europe)
- Nokia, Vodafone et al “accidentally” getting a stake in NEOM

Those were the reasons for me to buy another load of shares last week. One other exciting development is the Mobile Code Consortium with NEOM potentially playing a key role. In am also very much looking forward to hearing about Qode’s billing process, which will be PR’d this week (according to JP), - it should be very telling regarding the shaping of NEOM’s business model.

The short-term financial situation is of course the ugly factor here; who knows what the 10q will bring.