^ This. Further, Oracle visited NOR. Probably had a chance to...

^ This.

Further, Oracle visited NOR. Probably had a chance to look under the bonnet/kick the tyres. And what?

Oracle have not been mentioned by NOR for 9 months.

In the intervening time, NOR have white-labelled the VM App with a telco. The response from the NZ market has been completely under-whelming.

When the VM App was launch nearly 2 years ago (yes, nearly 2 years!!!), I said it would flop because VM is not a thing.

The argument presented to me was x number of telcos by y amount of subscribers by z amount of up take/penetration*.

Who has been right on that call? To keep with the alphabetical theme, NOR VM has produced SFA in revenues.

* This is an argument often pushed by NOR themselves. We are told about the fousands and millions and billions of subscribers/value of a segment. We are told about exceeding $50-100k/week based on very small sample sizes. NOR are the kings of extrapolation.

All imo.