According to Dec 12 Variety, Nielsen just set up a VOD audience measurement service for HBO. We’ve been promised big things for VOD by Rent management, but this sure makes that sound like too little, too late. If VOD is a bearing wall of Rent’s future, we’re looking at a house of cards. Am I nuts, or is this stock living on fumes? Does anyone have a credible argument as to why this VOD announcement is no big deal????
I agree that the Nielsen announcement looks ominous. What is next from Management? Still no competitors like Paul said at thelast conference call? I rid myself of most of my position last week and sold my last block of 1,000 shares this morning. Good luck to the rest of you.
I think 'ridding' yourself of your position is a little rash. Nielsen preannounces products and services all the time. From what I read it still looks like their VOD services will be based on their cheesy panel so it is really NOT competitive to Rentrak. However, pressure should be put on management to deliver something as Nielsen's announcement announces the start of the race. Rentrak must deliver soon.