Would you believe
I'm just getting caught up after being home 3 days from the ASM and I'm only on post #78973 of 79503. That's 530 more posts which I have yet to read. You guys are killing me. Its worth the effort though, as I see the quality of our overall posts have gotten significantly better since the ASM.
ss9173, great post. Its was extremely concise and well thoughtout. I could not even come close to replicating it. Thanks for taking the time to put it together. I can tell you spent a considerable amount of time on it. I would like to possibly add a few points, with your approval, if I may do so.
Regarding the PP, the board shouldn't look for direct or specific favorable commentary regarding NeoMedia. Scott is a professional writer and performs his research on each company in the PWC theater with an unbias approach; this means both pro & con, to one degree or another. He leaves it up to his audience to make informed decisions about his articles; hence the comment section at the bottom of his blog.
IMHO, the PP is more of an asset to the general public's learning curve regarding this highly complex and newly involving technology than most would realize. The subsequent put-downs of him may seemed justified, but this is only by the narrow minded and/or misguided few. However most I-Hub members value his brilliance and keen inquisitive coverage of this space. He pushes the outside edge of the envelope and no one can compare to his professional contacts and/or his knowledge base regarding PWC's.
I too believe that the McDonald’s test pilot in Portugal will assuredly lead to greater expansion in other McDonald’s worldwide. My understanding of the test results thus far would indicate this initiative will go "wide open" once these results are finalized and the next part of NeoMedia's business plan is set into motion.
Regarding hard launch of Qode, they are officially launching MoBot's visual recognition technology involving at least 53 separate and distinct URL PW-connections with Elle Magazine this September, 2006, followed by Qode's apps in October thru December, supposedly all in time for the holiday season.
Additionally, the slide containing 3 circles involving brands, carriers and media companies are literally going to be a star studded cast of Hollywood style big name industry players. Qode will be launched over 280 different cell phone types across international operating platforms which include Symbian, Java 1.0 & 2.0, Palm/Microsoft 5.0 and BREW/OmniComm. This is simply huge! Look for Blackberry to be added to the list as well. NeoMedia is certainly working on including their platform in the Qode family. And this aspect of the presentation only dealt with consumer apps as opposed to enterprise apps, of which we've heard next to nothing about. However, IMHO I believe there is much activity happening in the enterprise arena as well.
Regarding CF's flipchart "How Big is The Opportunity" he did not go into KeyWord Registration or how much the charges will be for leasing them and the legnth of time available till renewal. Nor was anything said about an eBay styled auction of Keywords; something which will require further drill down.
Regarding M-Qube, with qode's robust indirect application which replaces 2 steps of the Ecosystem, I agree wholeheartedly. Qode replaces the network aggregator meaning VeriSign will now have to license with NeoMedia for NeoMedia's indirect architecture. This is a very interesting, distinct and real possibility.
Regarding ScanBuy, as I've said previously, my understanding of ScanBuy is that they can not launch their full swipe service here in the US or Europe because NeoMedia's patents block them from being able to do so. However, you can manually enter a code in their 'Search Window' in both regions. With that said, whether there was a closed door negotiation w/NeoMedia to allow them to get this far is still unknown. IMHO, I firmly believe they have hammered out a partial agreement specific to this aspect of their US launch. They are however, in full launch mode in Portugal Spain, where one can swipe a bar code and retrieve the designated URL as opposed to clicking on it. NeoMedia's patents may not prohibit deployment of their OS in Spain because NeoMedia's patents may not apply there.
Finally, regarding the level of outstanding shares increasing, it will not surpass a combined aggregate of between 1.3 and 1.4 billion, not including further acquisitions, which by the way, keep a close eye on Germany.
For being in another Quiet Period, I think we were all well pleased with the incredible amount of quality information they were able to provide. I am honored to be in on the ground floor of the Next Social Revolution with some very brilliant and wonderful people; both insiders and shareholders alike.
All the Best, JP
