LOL!! I know the feeling. But every time I get worried about holding OSFT, it jumps up. I'm almost more scared to NOT being holding overnight because of the possible alliances this company could generate (i.e., an overnight BLOCKBUSTER, Gov't, etc., etc. I think the gap up could be so big, I'd miss most of the move.
Besides it being a relatively new company, I think the YHOO board on OSFT scares me the most--98% hype, and much worse.
What does OSFT offer:
1. Niche Marketing
If you've read Crossing the Chasm, going for a niche market is the way to get a "new" concept of the ground. Move in, dominate, and then branch out to other vertical markets based on initial product success in one niche market. Plus they offer a monthly lease that eases product entry.
2. Veteran Leadership
Hire a new VP with 18 years experience that has worked with BLOCKBUSTER in the past.
3. Industrial support
Installs and support by Big Blue-IBM
4. Support from MSFT
Glowing quotes about the product and product concept from MSFT enterprise VP's-in new release
5. Successful installations
A credible post elsewhere said that FDX has a "few" kiosks set up for package tracking. No downtime, serviced once in a year by an IBM support person.
6. Incredible Potential
65,000 Video Outlets, just the start. Add in DMV offices, other gov't installs, well, you get the idea.
7. Internet, is well, hot
See news release (under DBCC) about Netstations with CBS Marketwatch and advertising going into airports for high-speed access. These kiosks (OSFT's or someone else's) will be as numerous as ATM's in coming years.
8. Ducks in a row-
First hire a veteran VP to market your product. Then secure financing. Then improve content (Did I mention get national TIME coverage?)
PLUS, I've wanted to nail at least a 10-bagger for a year now. This one has the potential to deliver.
Disclaimer: Do the DD.
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