BB Liquidating Inc. (BLIAQ)

[fredman]

The NCR Conference call was great news!

Blockbuster Express was highlighted. NCR is focusing on expanding and continually evolving its entertainment business and sees it as a high growth segment.

According to the PDF presentation (page 5), NCR sees $1B+ revenue opportunity in Blockbuster Express kiosks. Also highlighted in the PDF (page 5), NCR is on track to have 10K Blockbuster Express kiosks by year end, and in 2011 is going to add more Blockbuster Express kiosks both Domestically AND Internationally!

On Page 6, NCR stated they are focusing on "Strategic Acquisitions". I believe Blockbuster is one such example (merger) and would be a win-win situation for both companies. On page 15, NCR expects Blockbuster Express kiosks to be the #1 or #2 market leader (US and International). It seems Blockbuster and NCR are set to take over the Kiosk and digital entertainment industries in the near future!

In the questions and answer segment in the conference call, it was highlighted on how Hollywood / movie studios are supporting Blockbuster. Blockbuster is the only avenue for consumers to rent new releases due to the established 28 day window. For NCR, Blockbuster is the key for access to new releases. This is why I see the strategic alliance / partnership evolving and expanding into a merger between Blockbuster and NCR. Blockbuster has over 5000 kiosks in place. NCR is working diligently to expand features and access to consumers on Blockbusterexpress.com and kiosks.

NCR sees the advantage of the blockbuster express kiosk over competitors is the partnership with Blockbuster with its unprecedented access to new releases. A majority of movie rental revenues is accounted for in the first month of release.

I expect BBI to start heating up, imo. GLTA!

NCR Q1 2010 Conference Call & Results and Strategy Presentation (PDF):

http://investor.ncr.com/phoenix.zhtml?c=83840&p=irol-presentations

STRONG BUY!