NeoMedia Technologies, Inc (NEOM)

[srowen]

I have been summoned for comment I take it. My take: this can only be good news for the company. I'd offer a few points to temper the enthusiasm that 'this is it', but it is in no way bad:

- Sony Ericsson won't be paying for this -- well, I'd be surprised. Let's wait for the 8-K if there is one.
- Remember, you need close to 100% penetration before running campaigns with closed codes makes sense, and that's where money comes from
- This is for new phones, not existing phones; current SE phones already have different readers if they have one at all

- Getjar is a somewhat distorted view of market share for these purposes. SE and Nokia still don't have a credible app store, so Getjar is their market. Not surprisingly they're most of the traffic. See how the iPhone is 0.1% of the market -- does that make sense?

- Admob stats paint a different picture: http://metrics.admob.com/wp-content/uploads/2009/11/AdMob-Mobile-Metrics-Oct-09.pdf SE dropped from 5.5% to 4.7% in just the last month. However I think this data too is biased towards smartphones, which are far more likely to browse the web and see ads. But then again those are people

- This won't include SE's upcoming smartphones, like the Rachael, since it runs Android: http://www.pcworld.com/article/181143/android_gets_a_facelift_with_sony_ericssons_rachel.html