Don't have a lot of time to post, but here is a little info....
Bottom line is i bought more share on Thursday! That should communicate a lot to all here. And I am not worried about what I would believe is irrational pps drop on Friday. Do I wish I would have waited until Friday--sure. But in the grand scheme I do not think I will care.
The panel discussion was interesting. CEO sb was truly humbled. you could read it easily in his actions and his words. At one point he said if I am here next year on this panel I hope I am dead....not sure exactly what to make of that comment but I think it is indicative of his mood at the time. Not good. They embraced the open standard, dropping exclusitivity to their propriatary code because of the news regarding Neomedia's patents!
Also, I firmly beleive that the campaign that are running are not trials, but actual revenue producing campaigns! That is big in my estimation.
Also, the fact that Neustar works with some 750 carriers across the globe and are considered a TRUSTED source by the carriers is a big plus!
Carriers realize finally that they need to get it together and they are very motivated, at least the ones I observed att, sprint, and verizon to have this space launched and monitized.
I spoke with someone from sb and they acknowledged that the indirect method is really the only way to monitize this space! Great admission.
lots and lots of awesome applications and with the launch of apple apps---apps are now cool and not to be feared! great news for us. Those on the panel thought we would see readers embedded on handsets this year.
will share more later..//
over and out
N E O M aka Kevin :)
