fracatowa,
Whatever is going to happen across this industry is something we simply need to watch as it unfolds. We know "nothing." However, what I am attempting to do is identify (in more ways than one) what we "do know." This includes addressing what I feel may be uninformed opinions that have been stated as fact, but also the finer aspects of video and interviews in which we have received "indications of intent." Particularly intent that is stated by known and respected entities within the business world.
The video I just requested JP to kindly post contains a statement by a known and influential authority. He clearly depicts '09 as the year in which this begins to take off, and he explicitly states that Publicis has been working directly with NeoMedia. There exist less than 3.5 months remaining in '09. Microsoft is launching in '09. Should there be any better reason for the pps to begin surging in Sept. after reaching .002 on a gut wrenching decline? I simply feel we are about to see things come together.
While I now completely discount "any" of Bena's blogs which either utilize the word "huge" or in any manner infer that word, it "is" my opinion that Paul (of YA) and Iain made separate references to large opportunities they have in the pipeline...and as everyone knows, I feel certain MSFT is one of them (JMO).
Also, the clearinghouse is scheduled to be awarded in Q4. Perhaps the reason for the surge is that the award is nearing?? Well, it has to be, because we are about to enter Q4. What happens to the pps after that?
There is so much more I can state, however, I think I will allow that video to express it for me ;)
Best,
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