lesnshawn
WARNING: These are raw and unspell checked "mind dump" notes on current thought process around retail....
I think I am getting it pondering over my old track record notes I am starting to "dig up" in my off hours.......
This is huger than humongoues, lol, imo, in that all the longs here are thinking all over but at the end of the day, logistics/supply chain/ECR/Continuous replenishment is what drives retail here in the US and abroad...anyway, "stay with me"..lol...now, no one is EVEN ADDRESSING yet in the "street" "big Boy/GAl Retail ie Wal Mart Dagastino, BBY, Tarjet, Victoria Secret on and on" world, how sudden this migration to an ubiquitous always connected to your own wavelength type of thing with various devices (ie cell phone)putting companies like MSFT out of biz as the pc is a dinaseaur imo now or will become one...just look at the the recent Nokia stufftht came out, soon, true convergence (see intels gamble)will happen like we have been thinking about for years imo and like Wofin stated, can come into mainstream like WILDFIRE much like Ipod...soemthing like that...anwyay, need to digest for a few days/weeks but maybe x-tra capacity is initially for logistics on the "supply chain front to back visability end for all the beancounters much like SAP"..Iow, SAP is a dinasauer imo and when the power of what we are all studying comes about, key enablers like Paperclick, and other companies like NEOM will all of a sudden have the average jo schno like us powered and wired to do incredible analysis of whatever we wish wihtout having to "search" but instead have a "navigation" system do it for us based on our specific "requirements"...cuz at the end of the day, like P&G Gurus would say, it's all about technology, but more importantly, ALL ABOUT TANSPARENCY and getting or "navigating" the right product or service to the consumer at the right place at the right time...soemthing like that...these are all "raw" though processes but again, if history proves that neom is all about "navigation" vs, "search"....and if these patents are validated or applied to any of the thought process around "navigation:" IO am still trying to increase my knowledge base on....your $XX hypothetical rhetorical summation (lol) will pale in comparison imo to what true shareholder value of this company is all about....
RIGHT HERE RIGHT NOW...Van Hager...lol
Anwyay, thanks and have a good evening/morning!
sog
