I think you "gotthemojo" on your last post..excepting the impact on PPS should several PRs announcing multiple MID OEMs bundling ONEV VR are released in relatively rapid succession.. Remember Intel is apparently encouraging it's hundreds of partners to option voice and the first MIDs begin hitting the market in 08(only 5 months left)... Of course there are a few other reasonable PPS best case scenarios that come to mind ,however the forementioned is sufficient speculation for the moment...
Lord knows it's time!
OK-I-Win
"Where Dry Desert Ends, Green Grass Grows" Og Mandino
I agree that the MIDs will produce more revenue than some believe..I do know that Onev is working with more than one MID OEM and agree that licensing the product is the way to go..That lets the OEM do all the advertising and Onev gets paid for very little outlay of expense..Usually with a licensing fee there is an upfront payment then either a percentage of sales or like you say per MID sale..Some have forgotten the Harry Potter DVD's..If I remember right..Onev received around 200K upfront and 50K per movie there after..Overall..I think they ended up with over 300K. I think they also made around 50K for the Scoobie DVD..I do believe that in the long run the MID deals will produce much much more..As far as Telmex news goes..If they completed the deal this last week..I still don't know what can be said until the contracts are drawn up and signed..Hopefully they can say that Telmex has agreed to the deal and give us a little insight on revenue..I do know that Onev is negotiating for an upfront payment and a minimum monthly payment over an extended period of time..I also know and have been told that the 411 deal with the national provider will also provide significant revenue..but like MTNL that could still take some time to get going to the point to where the revenue actually starts helping..Dean did say they are working on shorter term revenue producers that we know nothing about..so you could get your wish about at least two other things being mentioned..Like you..there are many that didn't want a CC without news in hand..Hopefully..they will have the private investors on board this coming week and more can be said about them..We shall see..The pps will always depend on who says what and how much revenue is involved..I agree with your assessment that after all is known and revenue kicks in..a continued upward trend to the pps will happen..IMO..if everything happens as stated..I still believe that .50 will be a low estimate for the pps...veno
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