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ITU WILL FOLLOW ZOO. (ITU)     

jamboree_uk - 29 Jul 2003 12:05

I-TOUCH WILL BE THE FIRST COMPANY IN THE UK TO OFFER MOBILE PHONE DOWNLOADS FOR A FLAT RATE OF 1.00. AT PRESENT ALL COMPANIES OFFERING THIS SERVICE USE PAY PER MINUTE FACILITIES WHICH USUALLY COST 1.50 PER MINUTE AND LAST 4 MINUTES.......OR 6.00.
ITU HAVE BOUGHT MOVILISTO IN SPAIN WHO SUCCESSFULLY ROLLED THIS PRODUCT OUT AND GOT OVER 60 MILLION DOWNLOADS IN THE FIRST YEAR. THE KIDS CANT GET ENOUGH OF IT SEEMINGLY, AND THAT IN ONE OF THE SMALLER EUROPEAN MOBILE MARKETS. THE GREAT THING ABOUT THE SOFTWARE USED IS THAT ALL KIDS HAVE TO DO IS TEXT A CODE NUMBER FROM THEIR PHONE( THE CODE BEING THAT OF THAT OF THE LATEST POLYPHONIC SONG THEY WANT)AND WITHIN 1 MINUTE THEY RECEIVE A TEXT TO THEIR PHONE WITH THE SONG ON IT)...........AND ALL THIS FOR A 1.00.
EMI GET 50P, THE MOBILE CARRIER GETS 10P AND ITU GET 40P.IT WILL BE EXPLOSIVE AS HAS BEEN SUGGESTED IN THE RECENT ATRICLES IN BOTH INVESTOR CHRONICLE AND SHARES MAGAZINE BLUE SKY PORTFOLIO.

LEEWINK - 29 Jul 2003 12:54 - 2 of 5

any more news ie dates for release etc.

looks very feasible, as poly tones are the in - in thing at the mo.

cheers

lee

jamboree_uk - 30 Jul 2003 14:52 - 3 of 5

LEEWINK,

Have to admit that am struggling to find out anything to do with release dates etc. Have really just been following charts and volumes which until 3 weeks ago were fairly heavy accumulations up to 29p.
At the current price they are still valued at a P/E of 7.9 which looks extremely underated. The ITU website is great apart from the fact they dont give you any idea of investor relations etc.

Cheers

Jambo

hightone - 03 Aug 2003 21:17 - 4 of 5

Jambo is your heading correct or just your thoughtss i think they are right going by share mag 22-28 may "in the last 2 weeksITU has slashed its price to 1 (used to cost upto 5 did not say when that was) in a TV campaign.cheif ex Wayne Pitout says 15 second slots around the sundays edtion of channel 4s Hollyoaks are generating 40.000 to 50.000 calls itouch collects 60p per call it also says that itouch aims to build its 8181 number into a major brand it says the business model is borrowed from movilisto bla bla now what is 40 to 50.000 60ps times by 52 next results might BIG.

HT.


Ps you kind of get the feeling this one could be a 10 bagger (-: and does the rest of their business do not much popstars,big brother phone in your vote all go though us

jamboree_uk - 04 Aug 2003 11:56 - 5 of 5

Hightone,

These are just my thoughts although they are based around a call to the company recently. The fellow who deals with IR was away so I spoke to one of his minions who did say that the downloads were going very well indeed and were ahead of expectations at that time. What that means I dont know but they probably told me more than the IR chap would have done.
It is when ITU start getting 1 million calls a week then it gets fun but I think the main thing is that they can show for now that people buy it if they know about it.
ITU's valuation is till so low that any news regarding this new number is going to propel the stock up I feel.When I spoke to them they said there was an announcement coming about soon regarding the results which should be out in September. We may have a quiet month until then.
Yes Popstars et al all go through us and there is also talk of voting for government think tank studies by phone too.
I think this could be a huge stock, well if buying at these levels anyway.

Jambo
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