Rhythmone PLC (fka BLNKF)

[plfminthemiddle]

I think it is another very good day for Blinkx. 13-Aug-08 02:11 am I think it is another very good day for Blinkx.

As for the share price, remember September 13th is St. Leger day. After that, history tells us, things will start to hot up in the market. That is now only a month away.

As for MIVA, the Blinkx deal is still potentially there given the comment that the deal was not a runner as "constituted". That does not mean it has gone away.

What is interesting today is the ConvoCast deal. There are some interesting items on its website, specifically its tie up with Facebook.

What is also interesting in the ConvoCast deal is that it focuses more on audio rather than video. From its website it is clear that ConvoCast is going after the radio stations of which there are thousands in the US. By integrating user interaction into those must open up the possibility of millions of dollars in advertising revenue.

I presume what Blinkx brings to the picture, reading the spiel, is the ability to filter out inappropriate content on the fly. Whilst, in America, carrying a gun and shooting anything that moves is ok it is totally remiss to air any profanity or insults which can be litigious.

It is also very interesting that ConvoCast is also tying itself into Facebook. Given the interest by my own family members in Facebook, the ability to "talk" to other Facebook members will escalate its appeal. This is surely just another level of integration where you have a form of "Skype" through Facebook controlled by ConvoCast and Blinkx.

Obviously, the three areas of Facebook it is starting with will lead on to a general interface driven by Blinkx. see: http://corp.convocast.com/?q=node/7

It becomes clearer with every one of these deals that Blinkx is way ahead of the posse not only in terms of technology but also in ease of integration. For example, in the Facebook connectivity you have Blinkx to ConvoCast to Facebook. If the integration between Facebook, Blinkx and ConvoCast took months to complete, the whole exercise would be a waste of time as it would take too long. But Blinkx seems to be able to do these integrations at the speed of light. And speed is the key. The internet is changing so fast that you have to have the resilience to change as quickly as user demands or you are left behind because somebody else has done it. The other thing is that Blinkx automates the whole speech process, indexes it and then integrates the results, on the fly.

A few more accolades to Autonomy and Blinkx, I think.