Wouldn't it be nice if it was that easy! Without hype, let's just review what we know.
We know that DRIV has relationships with Wal-Mart, Staples, Dell, Hasbro, 3Com 3M, Sega, CompUSA and HP. And, oh yeah, about 4990 others. They've obviously reached the point where the work they've done for one client can be used to solve a problem for another one. That's the beauty of leverage. Is it such a stretch to think that great execution might lead to deepening relationships? That publicity might result? That it might attract others who say simply "hey, if they can do it for (insert name here), they can do it for me"?
We also know that no serious company ever cedes market share voluntarily. They fight back. Let's say, for example, that MSFT's new font technology (ClearType?) helps digital books to take off. Will Barnes and Noble want to play?
Absolutely.
I have no clue whether it will be books, or movies, or music which will take off first. But anything which can be digitized and sold over a download is a threat to someone else's analog business. If it was mine, I'd want to work with the pro's who have already done it for the big boys. |
