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Investorjon - Sat, 22 Oct 05 :

gary: very true, Michael's post was genuinely very useful and I wonder whether as iPod and iTunes are now on the scene also in China, whether that would provide a fast route for DTC to exploit the content under their control.

It would really be big numbers, and very useful to propel DTC out of the small scene, and into profits, before expansion, and indeed then perhaps such careful expansion could be by receipts rather than more debt or more shares placed.

I think it would also be the jolt necessary to convince some that their best rewards can be by pushing DTC, and that it can be successful, giving both incremental increase in earnings and a very big effect on the sp.

Again though a very pertinent post by Michael.

If we could get such a good delivery medium like iTunes to license from DTC, there would be little distribution cost, and I'm going to check out with one of my contacts at Apple, just sowing the seeds to see if we can't germinate interest by both parties.

Not ramping, but could you imagine what the markets would do if DTC announced a real deal with iTunes, giving virtually instant cashflow with no real cost, and leaving Iambic to produce more content at a time when iTunes is geared up now to deliver audio and audio visual. The share would fly.

Yes, it would be nice to sell direct, but I think I'd forgo that luxury if a distribution big player like Apple were involved.

Would though bring into question whether the DVD label was a good idea, but then if the new Iambic Entertainment guy produces, perhaps that could benefit if he produces a best seller, and although reality tv is not personally my scene, Big Brother etc., hasn't done badly for the company that did that!


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