AI
Thursday, July 31, 2008 3:19:29 PM
Seems that by end of 3rd Quarter ONEV could have 12+ Million new users with access to Mobile Voice Products. Thast just counting Telmex Small/Medium Business & MTNL.
My guess, at this point in time Telnors Iris is being used by about 2%-5% at this point in time, 11 months. So around 15,000 to 35,000 users should be showing in late 2nd quarter and growing into 3rd from Telnor alone. ( I am now guessing the DSL users that use the service are paid by Telnor, not a 100% bundle to all)(I will still guess MID bundle/s may lead us to that 100% sumday soon?!?!?!
)
So if 12 Million new users are up and have access by end of 3rd quarter its feasable to expeact 120,000 to 250,000 new users by year end, using 1%-2% initial take rate. Dont forget MTNL is only email, right now, and pays less than the figures we have from Telnor's... It adds up quick if you take a look at the math... Its nice to see my spreadsheet filling out....
Then we are anticipating a Letter of Intent for another 10 Million US users adn can expect 10 Million plus more from telmex residential..... Intial 1 to 2% usage rates on 20 million is pretty good cash flow....
I think these products are starting to show their ability to blend and find niches markets of income that actually enhance users experience not detract.....
And then the Embedded Sector.....
And then all the projects Dean felt comfortable as listing as numerous yet not discussing further........
Are those shorts I hear crying, I wanna go home, I wanna go home and now their heels are clicking 2? ....
Hmmmmm could be ?!?!?!?
Gotta Run
Peace
My guess, at this point in time Telnors Iris is being used by about 2%-5% at this point in time, 11 months. So around 15,000 to 35,000 users should be showing in late 2nd quarter and growing into 3rd from Telnor alone. ( I am now guessing the DSL users that use the service are paid by Telnor, not a 100% bundle to all)(I will still guess MID bundle/s may lead us to that 100% sumday soon?!?!?!
) So if 12 Million new users are up and have access by end of 3rd quarter its feasable to expeact 120,000 to 250,000 new users by year end, using 1%-2% initial take rate. Dont forget MTNL is only email, right now, and pays less than the figures we have from Telnor's... It adds up quick if you take a look at the math... Its nice to see my spreadsheet filling out....
Then we are anticipating a Letter of Intent for another 10 Million US users adn can expect 10 Million plus more from telmex residential..... Intial 1 to 2% usage rates on 20 million is pretty good cash flow....
I think these products are starting to show their ability to blend and find niches markets of income that actually enhance users experience not detract.....
And then the Embedded Sector.....
And then all the projects Dean felt comfortable as listing as numerous yet not discussing further........
Are those shorts I hear crying, I wanna go home, I wanna go home and now their heels are clicking 2? ....
Hmmmmm could be ?!?!?!?
Gotta Run
Peace
Webers Quote from 7/08 CC "Look at Google with their voice patents and what do they have? They have a sub-set of our voice patent."
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