We agree in summation but differ in the details:
You say many investing gurus have stumbled on DSNY, but to me it doesn't matter if they have not invested yet. I expect a whole boatload will be beating down the doors within the next month or two. Guess it is just their need not to be the first, but to be among the first, once the product is proven. They have enough not to take undue risk. I was just looking for a pack leader, guess they don't play that game.
Clipstream rollout: Had no worries as Steve already told us everything in the Dallas presentation earlier in the week. Same goes for revenue stream identification and how they will attack the market to promote G2.
The actual numbers presented was a non-event and such numbers came in right around expected so no surprise or noteworthy event there.
Bottom line: Nothing unduly exciting (as in new info) for those of us already following DSNY daily, but lots of little pearls for those that don't but how many of them will be able to read the tea leaves to glean all that info?
Have been thinking over the post yesterday from starkd748 saying how important the vote of confidence was from Amazon to partner with us in using their infrastructure. The more I thought about it last night the more a big smile came to my face because that is an extremely major event (maybe the biggest to date and for the entire future of DSNY)and shows how large they envision G2 becoming. Thanks AMZN!!
Glad to have you hear as I take it you are quite close to the DSNY action, quite close. Will always bow to your info as you are in the dugout IMO and I am in the bleachers in the outfield upper deck. The main factor is I have already purchased my ticket(s) and am waiting for them to pay off handsomely. Only got in during the last 3 weeks but am very happy with my new position. Glad we still can each enjoy the game!
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