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Technology Stocks : Visual Data (VDAT)
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To: Fundamentls who wrote (187)4/12/1999 12:10:00 AM
From: jeff greene   of 405
 
<< So from where I sit, VDAT's end game has to be ownership of the infrastructure to support multimedia advertising, marketing, and corporate communications>>

Fund,
Great post of market analysis and business model. "Barriers to entry" seem obvious to me also in this market. Imagine the expense a customer need incur to record "new" libraries of content being distributed by possible competitor. ((i.e. why would a hotel chain pay a competitor to create a content library when it is available at an economic price from VDAT already.))As VDAT adds channels for original content providers, inaddition to its on libraries, we will see the flower bloom.

If a large portal integrated videoviewer, I could invision that portal persuading VDAT to add certain content that is optimal for the portal's market. However, the value of VDAT/videoviewer.com is inherently as the product exists currently and as the company maintains the integrity of the content.

I do have a question regarding "niche markets" converging with interesting and original online content being sought by broadband service providers to expand markets to consumers and business. I keep thinking VDAT is providing technology for the cables/coppers to sell consumers on the need for service ($40/month).

Regards,
Jeff
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