Via Licensing looks like a great growth vehicle for Dolby. Can we investors benefit? I compare this situation to the EMC ownership of VM Ware. EMC took VM Ware public, but kept a big percentage of ownership. EMC stock has performed fairly well, but is by no means reflective of the growth in cloud computing. As the VM market share for cloud computing slowly diminishes, EMC may throw investors some shares of VM, but boardroom greed (stock options) will keep stockholders from benefiting from the true value the technology has offered. NFC is the "next great opportunity" for investors, but I doubt that the fortunes will be made outside the boardrooms.
Sentiment: Buy