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Bullboard - Stock Discussion Forum Sensio Technologies Inc SNIOF

Sensio Technologies Inc develops and markets stereoscopic technologies for consumer electronics, digital broadcasting and digital cinema markets.

GREY:SNIOF - Post Discussion

Sensio Technologies Inc > Streaming devices
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Post by Polebrook on Oct 14, 2015 8:46pm

Streaming devices

Trooper, IMHO if they have access to 80% of the 3D TVs with LG and Samsung with the existing app, why bother with the other 20% - it isn't like any of the other TV manufacturers are heavily promoting 3D any longer to help capture the consumer's attention. It doesn't seem like it would facilitate international expansion since the gate keeper there appears to be the rights from the studios to deliver the content beyond the US and Canada, not the access to the 3D TV itself. Potentially they could deliver 3DGo content to the emerging VR headset market like Samsung GearVR since that has the ability to display stereo 3D, but I recently heard the Oculus effort may cost $2-$300 and it was referred to as the 'Segue of the games market' so it seems that VR would be more niche than a 3D TV initially and not worth the effort and expense. They should IMHO concentrate on getting it right on the SmartTV as opposed to further diluting their focus and attention for the sake of a press release [cynically].
Comment by bigo64 on Oct 14, 2015 9:05pm
I, and several of my friends have projectors, and I would like to be able to stream 3d through my blu-Ray player. We don't count in the TV numbers, but we would likely have a high participation rate for 3DGO since we like to watch in a theatre-like environment . . So it matters a lot to me. BigO
Comment by hedge8 on Oct 14, 2015 10:12pm
Absolutely. Projectors, pre-2012 3DTVs, and the "other 20%" make streaming devices important, especially as we expand internationally. For me, priority #1 is international expansion, #2 is streaming devices, #3 is even more content.
Comment by Polebrook on Oct 15, 2015 10:51am
Hedge, priority #1 for me would be to execute the US/Canada roll out on LG and Samsung TVs to a point where it proves out that money can be made from the service. If you look at Netflix, its exactly what they did before they started expanding into other countries like the UK and Netflix had infinitely more resources at their disposal than SIO does. Simply loading up the expense side of the ...more  
Comment by disgruntled1 on Oct 15, 2015 11:53am
Polebrook, I would generally agree with a couple of caveats.  First, there may be some economies of scale here whereby the cost of goods sold increases only marginally rather than proportionally by expanding to Europe and elsewhere  ie .bigger market,.. more sales, ...only a small increase in costs.  I don't know if this is the case or not.  Secondly, if in fact 3D is more ...more  
Comment by Polebrook on Oct 15, 2015 12:13pm
Disgruntled - I think the costs are reasonably fixed. Samsung and LG will want their share of the transactional revenue and I think they operate much like Google Play and take about 30%. The studios will want their cut and I don't think that this changes much on the sort of volumes that 3DGo has historically delivered. There would be economies on the technical deployment, however since Europe ...more  
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