Hi PP,
You are so right. The market in general and the DT's wont get the immense value of the legaly acceptable timeline data. Its not just an earnings story. Just imagine 300m litigious Americans being able, in 1,2,3,5,10 yrs time being able to pictorially evidence anything they wont.
Yes. Evidence! Dang, in just one small potential segment of NEA's data base...US law firms must sign up if they want to present irrefutable pictorial "change" as evidence.
But its always be more than about Pictures. Its about data...the identification, classification of each pixel which NEA do extraordinarily well. They turn it into commercialisable assets.
Its never about been about flying a country in a week. Its always been about the IP of identifying and classifying each pixel and marrying that intelligent pixel to something an SME really needs.
Personally, I'm invested in NEA because BIG DATA is the new Bank. And Visual Intelligence/commerce will, IMHO, be a major part of that BD bank/world.
Cheers,
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