Short Term Trading Weekend Lounge (Easter) 14 -17 April, page-143

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    Light lime is the new beige! Actually, any shade of Vietnamese green is in flavour. Always has been from what I can see by the age of some of the old floor tiles. Yes, wall to wall green, floors included! Wanted white myself, but couldn't persuade the pants: 'only churches are white....'

    Can't see why that should be a problem considering the size of the 'alters' they build in every Christian home. Would make even Michangel envious. Alas, when in Rome.....

    As for the unicorn I'm courting, I'm glad the piece from GG has raised your attention, if I'm not presuming too much.

    I won't presently give a reflective account to match your own as I'm under the plough, but won't let the invite pass before today's Ascension has concluded; that's if the afternoon festivities don't knock me down. But I will quickly cut to the chase and try to put the revenue 'potential' in a nutshell (Those scare brackets are well intended).

    However, the first thing to appreciate with SYT, is that when the CEO refers to contractual sensibilities, we must take him very seriously. There have always been subtle references to this, but it has now taken on more worth, pun intended. Their deal with Verizon will pay squillions. I deliberately use slang as my FA is too vulgar for accuracy, but of course, in this case it will justifiably suffice as any attempt at 'firm' figures will be a wild shot. This will probably infuriate the critics: I can see Mouse now sharpening his quill.

    My view and inherent investment belief is purely speculative, but based on the following premises:

    1. Sponsored data will become the new norm for data provision for both first world marketers (content providers) and developing countries middle classes.
    2. Mobile data usage is beginning a Bing Bang event, and will become the principle means of content provision
    3. The CSP is leading the charge in no short measure.

    Sorry Sec, can't do you justice just now; have a Mass to attend; a class to teach; a bike ride (really living on the edge); a luncheon; and if I survive all this, I'll come up with some detail. No doubt never enough to satisfy the bloody wog, but I'll deal with him with a bottle of Ouzo next time I'm in Melbourne.

    Syz' yu' in the af'noon.
 
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