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Phishentine

10/30/09 1:09 PM

#193917 RE: Be Confident #193908

Stop that now...you're givin' me the tingles! Oooh that last line could mean so much, or nothing at all. ;-)

If you were to ask Iain what he thinks the Market Value of this company is...what do you think he'd say, conservatively?





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Phishentine

10/30/09 6:31 PM

#194015 RE: Be Confident #193908

Is there a direct NEOM relation to any of these companies:

Bradesco bank
Visa
mobile operator Claro
VisaNet Brasil
Banco do Brasil

Are any of our current partners involved with these companies?

What is NEOM's involvement with the NFC?

I'm just looking for a stronger NEOM connection here.

Although the 'revenue sharing model' statement seems to be a nice match.

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Phishentine

10/30/09 8:15 PM

#194026 RE: Be Confident #193908

Interesting they are referencing Claro, rather than Telefonica, given NEOM's relationship with the latter. (??)

I'm not too familiar with how things are run down there...but it appears they are competitors?

Wonder if Claro is bigger in Brazil? I honestly have no idea; but would like to know.

Not that this would have any effect on the deal going through...but just thinking out loud...seems as if Telefonica would be involved.

Then again, maybe not. That's the beauty of NEOM...they are free to roam with whomever and whenever.

I suppose it wouldn't matter in the end...considering the scale and security of Visa's global payment network combined with Neustar's carrier grade infrastructure which interconnects the global network operators enabling seamless mobile services to consumers around the globe.

And then add in the bridge to it all, a separate company, say NEOM for example, so all parties can rev share and the entire system can just CLICK, globally.

Whew that felt good!!!!