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Re: ztockings post# 5103

Thursday, 09/26/2013 6:14:57 PM

Thursday, September 26, 2013 6:14:57 PM

Post# of 15276
Clarifications re: DSNY presentation today

1. The "Cloud Offering" (referred to as "Web Developers" clipstream platform *) was represented as "to be" launched "within" this quarter, which ends Nov 30th. But that it will be before and is expected by mid-October but before end of October. (*...but little gem...Steve expects Advertisers to being using the Web Developers platform, the the cloud offering, before specialized platform for Advertisers is completed)

In short..Clipstream is going to be released before end of quarter, revenues will commence upon launch, and it will ramp up with more users/adopters.

2. Steve checked with NASDAQ compliance...closing below $2 on occasion will not disqualify for uplisting, which with $3m in cash on books, DNSY would qualify by end of November. They don't have the cash right now, since they are spending it on marketing and development, but it can be gotten easily without dilution to shareholders.

3. Confusion with "launches"...several "launches"...each individual launch having potential revenue alone which could make DSNY self-sustained company with huge multiple expansion without the others.

In other words, the Clipstream launch in October will be a significant event whether or not the market (and retail) understands it or not. The "customer" companies will understand it. Revenues will ramp up. Eventually the market will get it, if they don't right away.

"The problem will not be demand...the challenge we must plan for and address is be too much demand."

Some thoughts....

When a customer (web developers/advertisers) puts their videos on "clipstream" platform, Amazon will be DNSY's hosting service for those streaming videos...(DSNY COULD ALSO BUY THEIR OWN SERVERS AND DO THEIR OWN HOSTING...but not necessary or cost effective yet without ramping up volume)...

If Clipstream saves "users" 90% bandwidth...how much could it save Amazon...hosting Netflix streaming videos?

Does Amazon know about what clipstream and what it can and will be doing? "Does a bear poop in the woods?"

Would Amazon want to partner with DSNY, increase their margins by saving 90% bandwidth putting Amazon customers (Netflix and others) on Clipstream? How much can DSNY save Netflix without Amazon? Would Netflix want to break-away from AMZN and benefit from the savings?

If I were Amazon it would be a "no-brainer". If I were NFLX it would be "no-brainer" Just IMHO

If I were DSNY...I would not give AMZN "the Milk" ... I would make them buy "the Cow". And in the meantime ... I think I would give Amazon a pacifier...and let them salvate.

competition is a good thing. wink
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