I'm down considerably with ISDN, too, but maintain a position because they have a lot of the raw elements in place. They have exciting technologies (streaming media), aspirations in several potentially lucrative market segments (entertainment, IP telephony, corporate conferencing, education), interesting partnerships (Radio Spirits, Warner Music, LIVE Entertainment). . . . If they could capitalize on all of this, they would fly.
If. . . . The problem at this point, obviously, is that they're being slow in turning these raw elements into finished, marketable products. The entertainment site continues to lag, and I can't figure out what they're thinking with that. Their overhaul came out and looks worse than the first version. What they have to do seems like a no-brainer to me (i.e., get a creative team in and make the thing look good), but they haven't been up to it, yet.
I don't know what all of this adds up to: I'm in a wait-and-see frame of mind. It's frustrating to see all of this potential going nowhere, that's for sure.
Continue to do your DD, stay in touch with Mr. Roth, and see what your gut says at the end of the day with this one--.
Best,
Lane |
