Nice post. I like his answer regarding Encoding.com and Zencoder. He makes a salient point that those two competitors still currently do not use a cross-platform method of distributing content, and currently have to pay to convert and deliver their content - as I understand it. Seems to me like a partnership here could increase efficiency and save money, so it makes sense.
That should give some clarification to some of the comments mentioned in response to the SA article. Instead of seeing it as a threat, we can see it as an opportunity.
Also interesting to note that companies have already offered millions of dollars for the patented watermarking technology and Steve didn't bite. The value of this IP alone is marketable apart from the ClipStream and PlayMPE products themselves. So he obviously realizes the potential goldmine he is holding.
And of course, given that Destiny delivers on its strong fundamentals, the share price will indeed follow.
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