How much does it cost to open a new distribution centre? If GZFX spends that money on R&D and patents the smartchip system, it would have a permanent (20yr) advantage in the industry... or it could make millions licensing its technology... or it could outsource the idea to a technology company with an exclusive technology lease agreement. It's not that unrealistic. However - can someone tell me more about VOD... like why this industry has any chance at all of competing against a similarly priced/cheaper VOD system?