Good
1, Reassurance a China Mobile deal is still in the offing
2. A big portion of the report focuses on the D. Phone deal
- this is a guaranteed winner
3. Phone anti-virus software! -another carrot for CM pre-install deal
4. New Business - Rio Olympics prospect
Bad
1. Too early for significant numbers on downloads
2. Slow with the promotional efforts with VODone - no doubt it's complicated
3. They need to lift the level of their presentation and self-promotion to inspire confidence
4. No mention of the Hong Kong company set-up with Zhenya to do wonderful things!?!!
quarterly out, page-8
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