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1819 FreedomThinker Feb 24 2013
1820 anydaynow
What about DASH
Conclusion
DASH is an extraordinarily attractive technology for web producers, a single standard that should allow them to encode once, and then securely distribute to a universe of players, from mobile to OTT, and to the desktop via plug-ins or HTML5. In addition to not resolving the HTM5 codec issue, it’s also unclear whether publishers will be charged for the privilege of producing files using the DASH spec, which could be a significant negative.
Mozilla has already indicated that they probably won’t support the specification as currently written, and Apple and Adobe have not affirmed if or when they will support the technology. An optimist would assume that the value of DASH to the streaming media marketplace would compel all stakeholders to make their contributes royalty free, and convince Apple, Adobe and Mozilla to support the specification soon after its release. Until all this plays out, though, DASH may play a significant role in some markets, but won’t reach its full potential.
http://www.streamingmedia.com/Articles/ReadArticle.aspx?ArticleID=79041
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1821 streamingeagle88 Feb 24 2013
Following DSNY for several months. Was alerted to the company on shareholdersunite,com which focuses on a few stocks in depth and usually over a long period. Has an incredibly knowledgable and well heeled participant base whose main focus has been the trials and tribulations of IOC. The current stance is that IOC is about to be bought out or partnered which will double, triple or quadruple its value in short order (like Cove Energy). DSNY as an aside was mentioned as the next IOC in potential by the administrator.
Sorry about the long preamble but I've read all that I can find and can only shake my head at the opportunity here. If the patents are solid and the videos are the quality of those offered (and improving daily) on the company website one would think that GOOG or others would shell out big time once DSNY gains some traction. Really what is a Billion USD for a dominant tech like Clipstream. This situation is the definition of under recognized and thus not properly valued. You may be a very lucky few who have found "destiny" early. This may be my only post as I am not tech savvy but pleased to join in. Have accumulated 60k shares and if conditions are right will add substantially.
Vestergaard's letter indicates a Q3 role out. Is that new as I was under the impression Q2 was the goal?
1822 commoncentsinvestor
<What about DASH>
"A more serious problem is that MPEG DASH doesn’t resolve the HTML5 codec issue. That is, DASH is codec agnostic, which means that it can be implemented in either H.264 or WebM. Since neither codec is universally supported by all HTML5 browsers, this may mean that DASH users will have to create multiple streams using multiple codecs, jacking up encoding, storage, and administrative costs."
As usual in your attempt to only be negative, you left out what they call the "serious problem" about DASH. I may be wrong, but it seems to me like ClipStream is the only solution that solves this most serious problem. That's why many call it a "disruptive technology".
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1838 DoughDiligence Feb 25 2013
Clipstream Product Page. Is This New?
I didn't know hardware companies were a target.
http://www.dsny.com/clipstream
Customers will include:
Advertisers who want to run video ads on other sites and in other videos
Market research companies doing video surveys
Web sites featuring video content
Large sites where video is a key part of their offering
Radio stations looking to offer automated internet radio
Hardware, such as internet enabled surveillance cameras
1849 DoughDiligence
The action movies are going to be shown with H-264 and H-265 quality - not anything less.
(1) Netflix and Hulu can afford to pay the license fees.
(2) That technology is going to be better than the royalty free technology no matter who says anything differently.
The consortium of Apple, Intel, Microsoft, et al can encourage hardware vendors to add whatever embedded graphics processing technology into new devices to make new H-265 compatible devices work better than 1 year old devices. The strategy that underlies the H-265 quality is one that encourages everyone to upgrade their technology tools as soon as their is a better quality video standard available. However, how many people are going to retire their iphone 5 for an iphone 6 just for the improvement in speed and quality of graphics from H-264 to H-265 standards?
Right now, Destiny will pursue the second tier market. Small publishers, amateur videographers and educational video companies because they want lower costs and simplicity over extreme quality at higher costs and complexity.
Destiny may develop a version of Clipstream G2 that uses H-265 at some point to reach the high-end customers, but that would be down the road a bit unless Netflix wants to pay the royalty bill through a licensing deal.
Once Destiny commits to running H-265, they will be on the hook for those royalties every year for a long while.
If Destiny can achieve near H-264 quality with their royalty free solution, then they have a killer application.
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1851 sevted
h.264 and h.265 have low penetration.
http://dsny.com/clipstream
Even if a Netflix encoded in those formats, they would also want to do a clipstream version to reach everyone that doesn't have one of those players installed.
Google is fighting those two formats with webm.
http://en.wikipedia.org/wiki/WebM
There are so many formats and it costs a fortune to put a movie into so many formats.
g2 opens it up that movies like Guido could be sold straight from any page so netflix type offerings are unnecessary.
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1876 Vangorilla Feb 27 2013
I think there are clues in this release that we should key off.
market movie trailers, commercials and new products without fear those videos will appear on the Internet after the videos are removed
we felt it was important to begin paid trials with transient content and high profile customers first
expected to resell the technology to their Fortune 500 customers
With no players to download or install and native support from all modern browsers, Clipstream® encoded content will have the highest play rate (35% higher than H.264, the next most common format across computers and devices)
Unlike other HTML 5 solutions, Clipstream® content can easily be secured from unauthorized viewing or duplication to unauthorized domains.
videos encoded in our format will have the greatest longevity as future browser standards will ensure play back in browsers that haven't even been developed yet.
1913 Vangorilla Feb 27 2013
Market research companies are expected to resell the technology to their Fortune 500 customers for use in secure video questionnaires.
Research companies (some are multi-billion dollar) offer video surveys to test market demand for products. Making sure that video plays on EVERY device is critical.
Example. McDonalds does a survey for a new burger (price, name, taste etc). They then come back to the research company and want to know how many people saw it, voted on it and the results. A high viewing response means that their ad agency would want to know what type of application was used to get such a high response rate, That could lead to their ad agency using G2.
A good ad campaign using G2 could then lead to McDonald's using G2 in their website.
The mkt research companies are low hanging fruit because their videos are short and dont require security/tracking. All they care about is high% of viewing. They already generate 250k in revenue from mkt research companies. They lost out on a big chunk of the market when Java came along. Now that Java has all of these critical security problems and a lot of PCs wont play Java videos, the mkt research industry is DESPERATE for a solution like this because they are not able to get people to take these surveys.
For now DSNY will format these mkt research videos in G2 format and store on their servers. They are also capable of handling small ad campaigns (formatting and storing) on their servers too.
Self serve desktop and server based encoder software, support for ad delivery networks, a credit based e-commerce system and marketing materials are all under development
I will try to dumb it down a bit. Self serve would be a program that sits on a PC so when you upload a video it would be in G2 format without you doing a thing. That could include your mobile phone, surveillance camera and webcam as well.
Server based encoder is a software program that goes on a server AWAY from DSNY. A Youtube or any site that wants to automatically format a video into G2 would use. A Youtube wouldnt let DSNY format their videos. Think of this as an automatic formatter for any site that either creates content or plays it.
A credit based ecommerce system is just that. An entity would pay x amount to format x number of videos. Typically a company will offer x number of videos to be formatted in their format for free and then charge after number of videos.
The bottom line...when they launch these other applications they will be able to service (production, distribution and playing) ANY type of streaming video.
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1925 Vangorilla
1935 BlueSkyMining
The meeting was somewhat simplistic and it was already assumed the attendees had a basic rundown of the main products i.e. G2 and plaympe so, Steve didn't go into a breakdown of them. He did talk about the business prospects for G2 and various revenue models. What I got from the meeting is that they're thinking through the logistics of fee's very carefully as there are quite a few different models of G2 usage that need to be considered. He did say that G2 revenue from the survey co's should eclipse the old Clipstream minimally in Q3 but moving forward it's all systems go and a major leap from there.
What I found surprisingly pleasant was that plaympe has a lot of life yet and they are not just letting it sit on the back burner while G2 steals the show. It was explained that the Music Portal Site 'MPS' will give users the opportunity to see releases from the labels that they might have missed and request to get those. Since the labels are the ones paying and only pay for the sends they do they can be quite discerning on who they send music to. With MPS users who didn't get the release can now request this release from the labels and this should greatly increase the sends and thus the money the labels have to pay to Destiny.
There is more to it than this but from the meeting I was pleased that their flagship product still has mucho opportunity for increasing revenue generation and this coupled with G2 will gain Destiny fame and fortune in the not too distant future.
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1958 Vangorilla March 1 2013
I just cant get over how a company with a profitable business (extremely high margins), and has been telegraphing a disruptive enterprise software solution cannot command a market cap greater than $40m.
There is no dilutive financing or cheap warrants (that I know of).
Look at the chart for the past 3 months..on the high volume days, it always closes at the low of the day. If you have watched this stock trade, there is ALWAYS big size when it starts to get frisky.
You know this frustrates any buyer(s) knowing there is an endless amount of stock...in turn they come away with the sense that there is no urgency to buy because there is always supply for sale.
I want to know who the large seller(s) are, and why they are constantly selling if the DSNY story sounds so good.
I have seen companies trade at 10 times this multiple with MUCH LESS potential.
The things that make you go hmmm.
1991 sons1
Over 11 years of naked shorting of Destiny's stock and we wonder why trading looks fishy everyday. If Destiny can ever force a short squeeze on these shorts this stock will explode north! These shorts will do whatever it takes to keep this stock down. They were trying to put Destiny out of business without success!
Destiny Media Technologies Inc., in response to a lawsuit it faces from Richard Angus Bruce McDonald's Noramco Capital Corp., blames Noramco for an 11-year campaign to aggressively manipulate its stock downward. According to Destiny, Mr. McDonald took a naked short position in 2000 as he was negotiating a private placement with Destiny, and in the ensuing 11 years has continued to exert downward pressure on the stock. The company says his actions have prevented it from raising money and developing its business.
The accusations come after Noramco sued Destiny in the Supreme Court of British Columbia on Nov. 8, 2011, over an 11-year-old private placement. In the brief suit, Mr. McDonald had asked for the return of $100,000 (U.S.) that he provided the company in August, 2000. He said he had planned to subscribe to a private placement, but the company failed to deliver a share certificate. He asked for the return of the money, with interest and court costs.
http://www.stockwatch.com/News/Item.aspx?bid=Z-C:DSY-1911607&symbol=DSY&;..
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1995 Vangorilla March 2 2013
You hit the nail on the head Sons.
The company is on the verge of generating big revenue but the share price isnt reflecting that..and that isnt due to lack of volume.
McDonald has a 11 yr vendetta against Steve or this company and he's like a pit bull that wont let go.
When he shorted this company they didnt have the steady revenue stream (with great profits) they do now. The company is completely different but he's maintained a short based on their old business.
I go back to my "boiling frog" metaphor that paints the picture of the inability of people to react to significant changes that occur gradually...McDonald either doesnt want to acknowledge this, accept this or he realizes that there is no way he can cover the shares he's short at this point.
His pockets are deeper than any institutions that have bought or are buying. Having a small mkt cap can be a blessing or a curse.
The problem here isnt DSNY's progress, it's an endless seller.
The company could offer a special stock dividend in Clipstream and then he's cooked but dont think that's the way to go.
I do believe that if or when the short is forced to cover this could be a very Big stock.
On another note..maybe we should thank McDonlad for allowing us to get a position at such a cheap price. There is no way this company would be valued at $40m if it wasn't for this guy.
Yes..a little schadenfreude would be a nice thing to share here.
Ja wohl!
2009 timorr
Just received a email reply from Steve Vestergaard .I mentioned that I was a little disappointed in last weeks share price action but was hoping he would keep us informed on sales of Clipstream 2. He said they were concentrating on the fundamentals including earnings and he believed big things are in store. He said he would keep us as informed as he could.
2018 DoughDiligence March 3 2013
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2027 Vangorilla March 4 2013
Brooklyn..you are right. DSNY stock price has been in this same trading range for a year.
The market is waiting for confirmation of G2. Do companies that create, distribute or play streaming media want or need this solution?
We can listen to Steve tell us how disruptive this product is, but it's only disruptive if someone pays for it.
One of the problems I see initially is that the first customers will probably not want to announce they are using it. Most of these companies charge other companies for a service. They really cant brag about how much they are saving and hope to continue to charge the same fee.
It boils down to whether or not YOU believe in the technology.
For a company that generates $4m in revenue and nets almost $800k for their core business, it's not like there's a big risk at this valuation.
The way I understand it is that for every extra dollar that PlayMPE generates in revenue, it goes straight to the bottom line (the infrastructure is already built and paid for). So If PlayMPE does an additional $4m in revenue this year, they would net close to $5m.
IF DSNY lands a licensing deal for G2, the bottom line should get even fatter. It's software that has ALREADY been paid for.
Everyone expected the launch announcement to include a contract or licensing deal. That isnt how enterprise software works.
DSNY has built their business around 2 platforms that can, or do provide recurring automated revenue streams...AND both of those platforms have ALREADY been built and paid for.
This company has the potential to be not only Big, but a huge cash cow.
2031 BlueSkyMining
A huge cash cow if they don't give it away. When plaympe was sold to me and other investors in the preliminary stages it was touting how in would interrupt/disrupt a substantial market generated by creating and mailing physical cd's by the recording industry. The numbers were thrown out: 40 million in cost for these physical cd's in Europe and 20 million for North America. Although, I know that the selling point for mpe is that they do save the labels money meaning they wouldn't get 60 million in their pockets, I was not expecting it to be 6% of that total cost. Now, the labels have certainly taken advantage and that has been frustrating to see i.e. not playing fair because mpe needed the proliferation to work they had to bow down.
Unfortunately, with G2 I see the big numbers being thrown out there again - 3 billion bandwidth and 1.5 bill for transcoding but again, for adoption to take place they have to save companies money so, Destiny's take would not be anything close to that. It must be mind boggling all the avenues opened up by G2's potential but for me, enough of the pie in the sky potential and lets see some material realities and also to not miss deadlines for releases by six months to two years, to never. Just the straight goods is all I'm asking for "please".
I agree with Van that at this price the stock is of fair value and more on the side of being undervalued. Anyone who is shorting at this level has to be a little insane with all the unknown variables coming into play. My wish list with this investment is that the skipper of the good ship Destiny steers us all to open calm seas where it becomes full stream ahead and that steam is for power and not hot air blowing up our you know whats.
p.s. anydaynow - stick to swimming in your tequila bottle and don't bother jumping on the obvious critiques.
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2033 Vangorilla March 4 2013
Aaah the era of "drive thru" investing.
Remember seeing that commercial where the guy buys a high priced piece of art at an auction...as soon as he buys it, he asks "I would like to sell it now"...
For some DSNY is not moving fast enough..but the people that have done their due diligence know that they are building a platform that includes 2 very disruptive technologies (playerless and track/trace). This technology isn't an "app" that is sold on iTunes.
There's major transformation starting to take place in the music industry. Record labels are tired of losing revenue to Youtube and also they want to maintain a relationship with their consumer.
Who do they trust to distribute and secure their precious digital content now? The next step is with videos and with the individual artist websites.
Just last week DSNY announced technology that would eliminate the need for transcoding. This technology also includes the ability to track/trace any piece of digital content on/thru the Net.
Many people, much smarter and tech savvy than me, have said that this solution could be worth billions....but yes it is up to the company to execute.
2058 BlueSkyMining March 4 2013
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