Oregonrain

How Video Is Going to Take Over The World

Finally something I really know something about on Seeking Alpha.

Forrester is correct. There is a growing "industry" which is seeking to fill this space. The best publicly held example of which is Focus Media in China. The problem is that the Focus Media (FMCN) model cannot be duplicated in the developed world as it depends on guys on bikes to physically deliver the media to the screens in "elevator lobbies" In addition, Focus pays nothing or next to nothing for the right to have the screens in the buildings. Somehow I do not see guys like Trump "forgetting" to ask for a piece ( a really large one ) of the ad revenue stream of the screens that go into his properties. But, Focus is instructive.

For an example, ( a not so good one ) in the US take a look at Wireless Ronin (RNIN). This is more a pure play in some ways as they have a passable software solution and then integrate the parts.

Cisco (CSCO) has also jumped in but at this point has a weak offering. But, with their ability to buy things and integrate them they would be one to watch. In addition, while these systems are really communication tools at the end of the day the dreaded IT departments get involved and want to put their "stamp" on it. For this reason if for no other Cisco will have a great advantage.

This industry is growing faster in Europe and Asia for the very reason that the comments here reflect. "Yuk" But, the business case for these systems is overwhelming just on a merchandising model let alone an ad model basis. In projects I have worked on we have achieved 15% - 40% sales uplift at retail for the products on the screens.

In addition, the way to really look at these is as communications devices...and you can either put the likes of Jerry Springer on them or Planet Earth...your choice.