Destiny Media Tech Inc (DSNY)

[Justfactsmam]

The Dogs are biting at DSNY's heals. (imho)

Unfortunately (IMHO) this video is simply verification that the long delays in DSNY getting it done...has provided others with the time to "catch-up" to DSNY...

IMHO...it is reasonable to question whether DSNY is on the verge of losing "first mover" status because of its painfully slow execution?

The interview talks of:

1."streaming from the browser" without plug-ins and

2. embedding into video "adding components and adding experiences via things like subtitling and metadata onto the video itself to allow people to actually click on items in the video, hotspots, have better navigation with the video experiences and, overall, engage the user much more"

Others are already onto #1...streaming from the browser...and it appears #2 is not far away...if not being worked on right now. How long will it take for Google (Chrome) to write code to implement #2?...my guess months, not years.

In the end...its all about securing land first (a/k/a customers). If someone comes out with a similar solution at a similar cost structure, they are not going to covert over. That is why "first mover" status is so important, regardless of how "different" you believe your "secret source" is. The customer only wants to know if it works and how much it costs...they are not interested in bragging rights on who has the most "clever" secret source.

I am not suggesting selling DSNY at this point. It appears to be a very viable "naked short" squeeze after the RS. (on faith and belief). After that, the question of "whether it is a 'solid' investment?", will be determined by DSNY's ability to "execute" in a timely manner...and that includes securing "land" as soon as possible.