<< Any thoughts/comments on how aggressively VDAT is pursuing aggregating content of others? >>
Gary
They are aggresively aggregating "premium" content that is consistent with the integrity of the videoviewer. Many content library owners have contacted to acquire channels, however the company remains diligent with preferred real time, interactive, full motion content; no noise allowed. The concept, as I understand it, is to build videoviewer so that a viewer need not leave the site, all channels of interest on "one", thus a perfect advertising model- "very sticky".
Videoviewer whether integrated into Yahoo, for example, or stand alone brings all premium content to one location. As Nord has stated, VDAT-content, ITVU-distribution, Inktomi-engine, and take your pick of possible eyeballs (Yahoo,MSFT...)in addition to videoviewer.com, what a combination:))IMO
<<I also welcome comments on whether or not people are considering adding to positions at these levels. Is VDAT a $10M company that has plateaued at $100+M......or is it on its way to being a $1B or more market cap company>>
It appears many are realizing the undervalued potential of VDAT recently, and one can only speculate on the market cap awarded near term and long term. However, if you compare to a company in the sector like ITVU, albeit much different in role, you see a market cap of 5-6 billion on nearly same 98 revs and future growth potential.
IMO, VDAT will obtain this market cap if their business model continues to be executed, possibly as quickly as ITVU,RNWK,BCST.
If I have become to enthusiastic, just let me know and I will go back over to the corner and sit down-)
Cheers on a GREAT week,
Jeff |
