["So, the entire underpinning of your bullish scenario is a 50/50 chance that the quality becomes good enough? That's not a very convincing argument for investing - the videos are still very blurry on my iPhone, although better on laptop."]
Apart from the fact that I didn't really paint a "bullish" scenario. What I wrote in the SA article was:
- Little downside at 15 cents or so
- PlayMPE fundamentals improving
- Jury still out on Clipstream
- Even if Clipstream fails, they could make some money doing generic hosting as the infrastructure for that is already in place.
I've never said anything else anywhere since they started with HVEC. I never said Clipstream would become good enough. It's improving, and it will keep improving but whether it will reach good enough to market I don't know. It's 50/50 for me.
I do say this though. If it does become good enough, I'm not worried about sales.
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