This move has me gnawing at the bit!
It's apparent these folks are positioning their company as a "pure" software/consulting firm and eliminating all assets (people included) that do not fit that context. Once again, this is all my own opinion/speculation, but I see Perceptronics presenting themselves to VC's as a pure high-tech startup play as the result of this move. Likewise, I see the possible potential for a great deal of "perceived" future value. While I've always been interested in slow growth, it's the possibility of high-value perception that's got my eyes opening wide.
X3D may appear somewhat benign, but it will be VERY, VERY HOTLY HYPED BY THE MEDIA once it reaches official spec status. Why? XML, XML, and more XML. XML is one of the hottest segments of bleeding edge tech investments these days. Look at Ariba as an example. Granted, they're also engaged in one of the other hottest segments, business -to- business. Nevertheless, it's their XML implementation of biz -to- biz that got the investment communities attention. If you have even the least notion of a decent marketing plan and you're in the thick of XML, you are hot!
So, Perceptronics sheds their military moniker, and suddenly their a high-tech startup with vast simulation software experience, a bleeding edge application framework for implementation of distributed real-time 3D, and an XML (X3D) interface for browser implementation. Call me crazy, but I'm betting perceived market value will be a shit-load more than 3 mil!
JN |
