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Rentrak Corporation Message Board

  • WyleeCoyotee WyleeCoyotee May 17, 2005 9:48 AM Flag

    Cuban on Rentrak

    I couldn't call that article up, but this is from a recent Barron's article. Hope it helps. It convinced me to buy a few shares.

    Another stock you own is Rentrak, which tracks video sales.
    A: They track anything involving movies, including box-office receipts. Landmark Theatres enters data into their system -- it doesn't cost us anything -- and it let's us see our market share. They in turn sell the data to the studios and other people who need it. They also track DVD-rental distribution.

    Q: And sales.
    A: With Comcast, they've just announced a service for tracking video-on-demand services. That's the exciting part. If we are getting away from a transitional advertising model, and we're going to have a VOD world, somebody has to track it for advertising. Who better than Rentrak to do that, not only for VOD in the cable industry, but also online -- and not only movies, but also games? Nielsen has touched on it, but they are far behind.

    Q: It is pretty small -- market cap is only around $100 million.
    A: That's fine. The upside is huge.

    Q: You own about 6.1%. Do you think at some point Nielsen or someone might buy it?
    A: I'm not buying it for that reason. I'm buying because they have a great business in digital transactions. And you are talking about transactions in the tens of hundreds of billions.

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