For those that have done the DD, the patent for ad insertion over IPTV is owned by Alcatel.. They are huge, they bought Lucent many years ago and produce much of the carrier class communications equipment that the world uses. I've worked with Alcatel gear for many years, they are a huge multi-billion $ company that is comparable to Cisco.
With that said, there is plenty of ways to do the same thing, especially with tech, that is why the Internet is not run on one type of hardware. i.e. Ad insertion can be done differently without patent infringement and a patent offers very little protection.
I'd agree that this is a long shot, but I feel it is not over yet, the key to tech is not the patent, it is getting there first and even now TIVU has the lead. It will take LNET at least a year to reach this point and even longer to deploy it at enough sites to get ROI.
Perhaps the biggest disappointment is SP shutting down on investor communications, but I think most people would take some of what has been said about him on this board (and others) personally.
While I do not agree with doing that, it is easy to understand and it makes sense why he talks about more with individual investors.
So for now we wait.
GLTA & TIVU
