I think there's so much promise in this sector, and I'm confused (and disappointed) by the lack of interest to this point among larger players. I -- along with many, I guess -- have suffered through an 80% drop in my Narrowstep holdings. Despite the weakness across the sector, however, I'm considering rebasing at the current level because I still believe IPTV is fundamentally a disruptive technology. How else can you look at it? As an example, ITV shouldn't be cutting regional news services; they should be redirecting investment into lower cost (production-to-air) but still high-quality operating models incorporating IPTV. That decision seems a no-brainer, unless your stuck in an old paradigm.Once a few companies establish lower cost operating models with high production value, high quality content, it's only a matter of a few years before the creative destruction process holds true and the companies march up-market through their advantageous cost and direct-to-consumer positions. Were I a broadcaster, I'd be very nervous -- or make that more nervous than they already are.Now, where are the investors...?
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