SIO last of a dying breed...Yabazam, ESPN and others have folded on 3D yet 3DGO! still remains standing.
To me, that's a good thing given that if people want to watch 3D then the go-to is 3DGO! However, consumers won't be able to watch 3D movies unless they can get access.
LG with their global roll-out of Sensio is helping them get to the consumer...and now with the recoding of the format, it sounded to me from hearing Bruce that Playstation and Roku boxes will now be able to deploy the 3DGO! as well. Imagine if Playstation is streaming 3D content and getting a cut of the movie. I'm sure that will push the TV manufacturers to get on board and quick.
Buf for now we lack catalysts. What we need is a bigger library with good content (hoping for an annoncement this month), a quicker roll-out with LG (hoping to hear Canadian announcement this month) and other Manufacturers on board (TBD based on the encoding).
However, time is not on Sensio's side and they will likely run out of cash before building a huge audience...so I'm hoping the initial numbers are good enough to convince someone that the platform is worth big money.
I like they way things are going with them and I've recently increased my position based on the catalysts I believe will be announced shortly. I just hope that the numbers can back-up the growth and someone buys the platform out...I'll be happy with a buck, but will probably have to settle for less.
007YG