06-13-2013, 05:24 AM
1221 wvumountaineer78 Dec 21 2012
http://ragingbull.quote.com/mboard/boards.cgi?board=DSNY&read=48485
Great find.
"Mozilla is averse to proprietary codecs because they're typically buried under patents and require a licensing fee"
The key paragraph:
"The organisation had hoped patent-free codecs, such as Google’s VP8, would succeed at the expense of H.264 on the web, but that hasn’t happened. Google bought VP8 in 2009 as WebM from On2 Technologies for $124.6m and released it under a royalty-free licence in May 2010."
Long term DSNY investors should recognize the name On2 Technologies
Great find.
"Mozilla is averse to proprietary codecs because they're typically buried under patents and require a licensing fee"
The key paragraph:
"The organisation had hoped patent-free codecs, such as Google’s VP8, would succeed at the expense of H.264 on the web, but that hasn’t happened. Google bought VP8 in 2009 as WebM from On2 Technologies for $124.6m and released it under a royalty-free licence in May 2010."
Long term DSNY investors should recognize the name On2 Technologies
1272 commoncentsinvestor Jan 2 2013
I think Clarus Securities pretty much hit the nail on the head with this paragraph in their report on Destiny Media:
"Currently the market seems to be only ascribing value
to the Play MPE opportunity. If Play MPE EBITDA
was to reach $3.25M and assuming 12x EBITDA (in line
with the comps), Play MPE would be worth ~$0.75 per
share. Given Clipstream is very close to
commercialization and could have initial contracts in
early 2013, the market is likely to begin to build in
more value for this business unit over the next three
to four months."
That report was written mid October, so 3 to 4 months from then would be mid January to February. We need some positive G2 news in order to set a match to this firecracker.
Anyone who hasn't read the Clarus report should certainly do so:
http://www.dsny.com/news/media/DSY-2012-10-09-ClarusWatchListRR.pdf
"Currently the market seems to be only ascribing value
to the Play MPE opportunity. If Play MPE EBITDA
was to reach $3.25M and assuming 12x EBITDA (in line
with the comps), Play MPE would be worth ~$0.75 per
share. Given Clipstream is very close to
commercialization and could have initial contracts in
early 2013, the market is likely to begin to build in
more value for this business unit over the next three
to four months."
That report was written mid October, so 3 to 4 months from then would be mid January to February. We need some positive G2 news in order to set a match to this firecracker.
Anyone who hasn't read the Clarus report should certainly do so:
http://www.dsny.com/news/media/DSY-2012-10-09-ClarusWatchListRR.pdf