jr, SEEKING RECENT POSITIVE FACTS:
IMO: As with a lot of longs, I am very frustrated with how long it's taking SunnComm to deliver on '03 business objectives (2/3 major, filing & new exchange) that we all bought in on. That being said, I can see that our product has come along way and may finally be (w/ MM5) what we all believed it was already back when BMG first signed on (that IMO is what has been taking SO long...getting the product developed, and verified via testing, to the high value solution level that the labels expect and desire).
FACTUAL MILESTONES COMPLETED RECENTLY:
1. 6/04 BMG CANADA GOES COMMERCIAL with MM4.
BMG felt comfortable enough with our product to allow SunnComm to announce and start deployment of MM4 in Canada.
It is a standard implementation procedure for a large customer to start deployment by rolling out to their smaller divisions/marketplaces prior to deploying to their largest divisions/marketplaces. This is done, to ensure all is well before deployment to their larger divisions/markets. Therefore, a Canadian rollout 6 months ago is a very positive sign that BMG would be that much further along the implementation process to a full rollout in the US market.
2. The REGISTER (a hostile 3rd party) stated they had HEARD of INDUSTRY CONFIRMATION that BMG would FULLY DEPLOY Q1 of 2005.
3. 6/17 EMI ANNOUNCES SUNNCOMM ON PRERELEASES
I sincerely doubt there was any motivation for EMI to announce publically that they were testing SunnComm on prereleases, UNLESS they were VERY serious about our product (it would've just been completed behind the scenes with no PR, IMO). Therefore, the story that we did have EMI and then MVSN came in at the last minute and pleaded for a quarter's grace period is very plausible to me. It is a VERY positive sign that EMI, who had been using MVSN, was publically testing prereleases with SunnComm's technology. We haven't seen ANY public announcments of the labels using MVSN, even on prereleases, in the US market! Additionally prerelease testing was verified with EMI & Universal/Concords (some I noted in posts 7591, 7593,7595).
4. 9/21 BOYZ II MEN COMMERCIAL RELEASE KOCH RECORDS
Koch, largest Independent, 6th place utilizing the product on a "commercial" release with no Halderman issues! Proof for the labels that the waters are now much safer with MM4.
5. BMG COMMERCIAL RELEASE with ARTIST clause. Someone help me here with the name of the artist just a month or so ago, that came out with a clause the it wasn't HIS idea to copy protect the CD, that it was a BMG internal business process? That was a VERY positive sign that BMG has made SunnComm a standard procedure on all commercial releases about to come out.
6. We are now SEEING the SUNNCOMM LABEL ON COMMERCIAL RELEASES!
In just the last few weeks, Clay, Sarah, etc. reflects that we have finally past the testing phase! Therefore, I would expect to start seeing more and more commercial releases coming out with the SunnComm label.
7. MM5 PRODUCT IMPROVEMENTS, and NEW REVENUE OPPORTUNITIES:
a. shift key finally a dead issue with MM5 on the fly!
b. Kiosks, online services & DVD functionality
8. QTIG FUNDING
Personally, I doubt that any company would publically offer funding (that really isn't available until the pps reaches .25), if they didn't strongly believe the pps could get there.
Hope the above helps some jr. It's what's keeping me in anyway. I agree, it is VERY frustrating to listen to the corey type posters who constantly criticize investors for their lack of faith in the future success of SunnComm but aren't willing to post specific factual insights into a positive viewpoint (especially when the pps is not reflecting it). Note, none of the above are coming from the "It's all good!" camp at SunnComm, or any "sources"...just what we have been able to "SEE" and somewhat verify ourselves.
JMHO,
~ii2
P.S. Regarding the pps, my personal take is it is a definte reflection of people buying into "next week" blast-off again, and once again we started momentum and didn't lift off...thus crashing the pps "again".
