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BlueSkyMining

03/04/13 10:01 AM

#2024 RE: brooklyn13 #2023

Keep it together Brooklyn. The thing lacking for me is the finish. They have plaympe on their side to bring in the bucks to keep them minimally cash flow positive but in the early days plaympe was a painful exercise to get off the ground. Hopefully a lot of experience was gained from that exercise and G2 won't take nearly as long to roll out and give away for a song like mpe.
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mercedes49

03/04/13 10:10 AM

#2025 RE: brooklyn13 #2023

I agree, Brooklyn.

I've heard it said, "If a creature (DSNY) waddles like a duck, quacks like a duck, and swims all the time, it may as well be a duck."
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einstock

03/04/13 10:14 AM

#2027 RE: brooklyn13 #2023

Brooklyn..you are right. DSNY stock price has been in this same trading range for a year.

The market is waiting for confirmation of G2. Do companies that create, distribute or play streaming media want or need this solution?

We can listen to Steve tell us how disruptive this product is, but it's only disruptive if someone pays for it.

One of the problems I see initially is that the first customers will probably not want to announce they are using it. Most of these companies charge other companies for a service. They really cant brag about how much they are saving and hope to continue to charge the same fee.

It boils down to whether or not YOU believe in the technology.

For a company that generates $4m in revenue and nets almost $800k for their core business, it's not like there's a big risk at this valuation.

The way I understand it is that for every extra dollar that PlayMPE generates in revenue, it goes straight to the bottom line (the infrastructure is already built and paid for). So If PlayMPE does an additional $4m in revenue this year, they would net close to $5m.

IF DSNY lands a licensing deal for G2, the bottom line should get even fatter. It's software that has ALREADY been paid for.

Everyone expected the launch announcement to include a contract or licensing deal. That isnt how enterprise software works.

DSNY has built their business around 2 platforms that can, or do provide recurring automated revenue streams...AND both of those platforms have ALREADY been built and paid for.

This company has the potential to be not only Big, but a huge cash cow.