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Velti plc Message Board

  • edgarhansen1982 edgarhansen1982 Apr 18, 2013 3:43 PM Flag

    Does anyone think that "mobile marketing" is just a FAD, like solar was?

    Everyone remembers FSLR trading above 150 bucks then got shorted down to 11. the thing recovered seemingly okay, but solar as a whole is a joke. oil is what runs this country.

    Now for Velt. they dont "produce" anything. they dont "do" anything except bring the stock down 90% since ipo. even facebk is trading at 2/3 of its ipo. but "mobile marketing". really? they say "its where things are going, its the direction everything is going." people said that about solar cars too. or flying cars. simply put, people will still use coupons in the mail or newspaper for advertising. none of this glamorous cell phone garbage. anyone care to educate me?

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    • Every sales win requires-
      1. High capex to implement
      2. Payoff is based on performance of the campaign with very long payment cycle.

      This is totally different from a regular software sales.
      If they want to get paid irrespective of performance then sales will go down considerably.

    • It does take time for the transition. Blockbuster in 90's, anybody thought online ordering like NFLX put them out of business? Everybody was saying that if I want to see a movie I go to the store and pick it up! Newpapers are mostly going out of business, sale of PC is down huge, only remaining contender is TV, but you can't take your TV everywhere like your phone. So this thing is definitely a huge market, but I don't know if VELT will survive to profit from it!

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