RE:Scenario More food for toughs and looking for comments on the following:
SIO took the easy path for the sale of their patents with Wi-Lan
(already in Business partnership = natural & low risk transition, they know the product and its value/ potential)
Neulion and SIO are also already in Business partnership. The international expansion of SIO is probably dependant to some level on Neulion’s international coverage/ expansion +- local rules & regulations for movie distribution?
Neulion core business is to facilitate the distribution & monetization for the content provider.
Currently 3DGO is an additional player (intermediate) that could be removed if purchased by Neulion.
May be SIO shareholders could get neulion’s shares in exchange?
Why would SIO not take the easy path at some point with Neulion in selling 3DGO (a more profitable streamlined version of SIO)
It would be again a natural with a low risk transition, they know the product and its value/ potential.
Neulion would potentially have the resources to evolve the product (acquisition of SIO talent as required)
Compared to a Netflix or an amazon alike which would try to get the 3D content for cheap $.
Neulion/ 3DGO would, I think represent a better value proposition for the content providers of 3D movies.
I am not privileged to any information, therefore only speculating :) but I would welcome feedback or
any other potential scenario.