Replies to post #24905 on One Voice Technologies, Inc. (fka OVOE)

[Ugo22]

Testing 1,2,3.... October, November, December, January, February, March, April, May & June.

Oct, Nov, Dec had sum spectacular results based on the Telnor conference and the December CC from ONEV CEO. A "95%" take rate on cold calling to get customers to try the product was my take.

Jan, Feb, Mar. Parent corporation, TELMEX the contract signer, goes into a flux state. IRIS starter group kicks out revenues to keep pace with the 2007 1st Quarter revenues. $188,753 compared to 2007 1st Qtr's $210,393 the difference being the presence at 2008 Intel shows and developer forums... staright from the 2008 1st Qtr 10Q filing:

"REVENUES
--------

Net revenues totaled $188,753 and $210,393 for the three months ended March 31,
2008 and 2007, respectively. The decrease of (21,640) or 10% was due to a one
time project for Intel in March 2007."

http://www.sec.gov/Archives/edgar/data/1096088/000101968708002240/onevoice_10q-033108.txt

Have you seen this direct, recent, link to the Telmex/Telnor Iris project on the ONEV Blog?

http://blog.onev.com/

April, May and June are almost behind us. The A/S has not been breached, as sum predicted, and out of the three, Intel, MTNL & Telmex one will kick out 2nd QTR '08 revenues. In my opinion, revenues, at least $25,000 greater than last Qtr. In addition to IRIS, Office max stepped up to the front of the Line for 4000 retail copies of MCC V3.1.

There are no facts that suggest a "chicken little" scenario is unfolding. I heard from a friend that Intel, Telmex and MTNL head the real chicken little and my forecast, DD, has yet to see them call a rain day on ONEV!

Peace
:-)

I still believ ONEV can pull the rabbit out of the hat at anytime and always have. $20 Million in the blink of an eye is why.....

:-)

[Dumotier21]

Technically Venoman was correct and your incorrect which I believe is cause for the confusion. The difference is in the wording of "Licensing"

Telnor and ONEV had an agreement where ONEV would provide Iris technology to Telnor on a revenue sharing basis. It is different from a licensing agreement. In a revenue sharing deal ONEV would get a percentage of whatever is earned on a monthly basis.

Licensing agreement are basically a large payment for services to sue a service or product for a set period of time. ONEV would be getting either less of a percentage of each user or none at all. However they would be getting a substantial upfront payment and probably a monthly or quarterly payment. Telmex would be getting basically bulk pricing and a cheaper rate per subscriber plus they would be getting less paperwork to fill out. Telmex would not need to keep track of each subscriber using the service and then sending a percentage to ONEV. They would just set an agreed upon check to ONEV, irregardless of how many subs use the service or not.

Veno is technically correct in that just recently they began talking about licensing. The structure of the deal has changed and is in the process of changing.

What I would like to know, and what has not been addressed is what happened to the previous deal in the mean time. While this is going on Telnor (or what used to be Telnor) is still using Iris. My guess is its not for free. What is happening to that revenue during the months all these changes have been going on? that is Information that I feel ONEV owes its shareholders. It certainly was not spelled out in any of the PRS or sec reports, but does have a material impact on the company.