It is my opinion that you are wrong. Looking at the companies individually gives you the opinion that you shared, but collectively it is a whole different story. Each company provides a strength in a particular nitch, whether it be a service or product, and together they could potentially be a disruptive unit to major communications companies. There appear to be many small companies working feverishly on their respected strengths to get in the mix. Bring them together under a common umbrella and things begin to look very different. ;-)
Looks to me like MediaG3 MDGC may be that umbrella.