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gunnar

02/11/10 1:58 AM

#353 RE: RyanW439 #347

There are so many possibilities. They could create a web tie-in and transform the company - besides leveraging the ad business, it could lead to an internet ad platform of some kind for their clients.

They could expand venues, Bus Online is setting up screens in KFCs, for instance. I don't understand how these territories are acquired, is it through government process or acquisition, or both?

The other thing I like is they are replacing manual hard disk updates with a wireless system. This will cost some bucks, for sure, but think of the improvement to margins. Right now they have to send an employee to every single bus in order to update the content.

When you combine this margin improvement with the possibility of higher rates down the road, things start to look pretty interesting.