beacon27,
You said:
"the costs [of accessing the mobile web] will reduce to affordable levels very rapidly with volume. With ubiquity comes volume comes cheaper pricing structures."
Yes, clearly this is obvious.
Your assertion, however, begs the following question: when do we reach "volume" or "ubiquity", or perhaps it might be better defined as critical mass?
In 2000 internet companies began making deals to position themselves for the rollout of broadband in the States. It wasn't until three to five years later before those investments began to demonstrate any semblance of a return on investment. Even today, most of the early adopter companies that positioned themselves for a broadband rollout are now either subsidiaries of larger entities or have been picked over in bankruptcy court.
What's my point? We are much further away from mobile barcodes reaching "critical mass" than many here are willing to admit. Will it happen? Yes. Is it the natural direction of the mobile web? Yes, merging barcode technologies with mobile devices equipped to read (camera, scanner) and decode (network connected to a resolution server) physical links is the panacea of the mobile web, it is what Digital Audio Devices (read MP3) was to the "Walkman" "or Discman".
It is "inevitable", but it is still in the distant future.
In addressing your second point, specifically "Generation Y leads tech consumption". Generation Y leads technology ADOPTION. Technology companies currently design around the needs and expectations of the EMERGING consumption class. Advertisers, however, continue to target the largest demographic of consumer dollars the world has ever experienced -- the American babyboomer class.
Will this eventually shift? Yes, obviously. But generational shifts do not occur over night. They take time and, most importantly, money. When the consumption shifts toward the middle class of the G-Y class, we should see a real golden era in technology adoption. We aren't there yet, in fact we are currently witnessing money shifting around in an attempt to position itself to service said demographic once it inevitably emerges.
Is NEOM selling the right idea? Yes, yes they are. Right place, right time. Is the current management team equipped to take the company to the next level? No, no the are not. The current crew at NEOM is not the right personnel to take this company to the next level. I wish I could say otherwise, but that is my observation. NEOM management is EXPERT at serving themselves from the OTC-BB game but they are TERRIBLE as operators of a high technology company. Have shareholders already been sold out? Yes, absolutely. Is there a pop or two left in this stock? Yes, without a doubt.
