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Re: lesnshawn post# 29600

Saturday, 08/13/2005 11:46:32 AM

Saturday, August 13, 2005 11:46:32 AM

Post# of 326356
One thing I am curious about. All of the words that seem to be "turned on" in the word registry (a list was posted here earlier); was that work done via Silicon Space, or via SAIC? Since Silicon Space seems to have been brought in a month ago at least, perhaps that work, which seems to be moving forward quickly, has been going on with the new consultancy.

I don't see any real issue between the original SAIC pr and the current snippet of info in the 10q. Originially, neom had an agreement to work with SAIC to create word registry, and now they state that was on a contingency basis; they've decided to launch the word registry in house, with a high profile consultant as a marketing aid. Yes, TS and others did trumpet the SAIC association as a reason to look closely at this stock; but it's the word registry that matters, and if SAIC has gotten us close to launching it, then those feelings and statements by TS and others were justified.

I just can't stress enough how amazing it is that little Neom is getting, at minimum, 90,000 dollars a quarter from one single license, to Virgin. If Virgin is willing to pay that much for the tech, how much money is on the horizon? 100 licenscing companies would be worth 9 million a quarter. That's not that many licences for a tech that can be used just about everywhere, by everyone.

One more point. We might be making a mountain out of a molehole by focusing on this SAIC thing at all. Perhaps what they are saying here, is that Silicon Space is replacing SAIC in running the word registry, since neom is going to be hosting the servers in house. But SAIC still is a partner in terms of the development of word registry; perhaps there's still an association of some sort. we just don't know, this might have been a real non-issue placed in the 10q because the quiet period made it impossible to properly pr?

And if i'm being optimistic, on the other side, if this is more revelatory than i believe, couldn't this already be factored into the share price? We've had a slide, for no real reason, over the past couple of months; this slide might be SAIC related; certainly if this is big news (which i personally doubt) others already know this.

Anyway, in conclusion, my bet is this is a non-issue. SAIC was an associated partner in developing word registry, and may still be. Silicon Space is consulting on the word registry launch, which will be controlled in-house. And virgin is paying a fine licensing fee for the use of neom's bridge! The pps should go up, imo.

best

Joe