USVO News:
May 19 -
Digital Media and Technology Investor Podcast With Gerry Kaufhold, Founder and Analyst at In-Stat's Converging Markets and Technologies Information Research Service
"Investors Should Follow Three Key Trends: Blue Ray Optical Discs, Social Networks With High Definition Video Sharing and Electronic Delivery of High Quality Digital Media"
www.DigitalMediaStocks.com, an investor and industry portal for the digital media sector within Investorideas.com, features an investor Podcast with Gerry Kaufhold, founder and Principal Analyst at In-Stat's Converging Markets And Technologies Information Research Service. Currently, his focus is forecasting the growth of Markets for Multimedia Broadband service, which entails covering Cable TV, digital telephone systems, digital terrestrial broadcast networks, and wireless cable TV and video game consoles.
Digital media companies discussed in the interview include watermarking company, USA Video Interactive Corp. (OTCBB: USVO) (CDNX: US.V), Philips Electronics Data Mark Technologies (www.datamark-tech.com), Twentieth Century Fox Home Entertainment, a subsidiary of Twentieth Century Fox Film Corporation, a News Corp. company and CBS Corp.'s, planned $1.8 billion acquisition of CNET Networks Inc.
Mr. Kaufhold has successfully predicted some notable technology trends, including the growth of CD-ROM drive for personal computers, as well as market shares for worldwide unit shipments of MPEG-related semiconductor devices. Discussing trends moving forward, Mr. Kaufhold notes, "Three key areas of growth for emerging digital content include: Blue Ray Optical Discs and Blue Ray TV and Movie titles coming from the studios, Social Networks with high definition video sharing and electronic delivery of high quality digital media."
Mr. Kaufhold goes on to discuss forensic watermarking technology deployed by several companies, the differentiation of technologies, and some of the public companies in the sector.
"There is a small company in Connecticut, called USA Video Interactive that I have been talking to for six years. They are a great example of the rest of the industry, in that it has taken them several years to develop their technology, prove it and make it robust enough to start using it. Just recently they signed a deal with Twentieth Century Fox Home Entertainment for high speed internet delivery of electronic files. Fox needs to be able to preview movies to buyers at Target and Wal-Mart and to work around direct theft at the mailroom; they now defend against it with USA Video's Media Escort that automatically embeds watermarks or smart marks into every frame of the video during internet delivery. So if the content leaks out, they know exactly which computer to go and investigate. This is a very solid and robust approach to identifying leaks and theft."
Mr. Kaufhold also discusses both the market opportunity as well as part of the global problem in piracy in China and India. "The problem in China will get solved and the problem in India is on its way to being solved."
Mr. Kaufhold also offers resources and tools for investors as the market notes a rotation back into tech stocks.
To Listen to Podcast/Audio Interview:
http://s3.amazonaws.com/static.investorideas.com/podcasts/2008/051608a.mp3. |
