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		<title>How Significant is the Danoo-IdeaCast-National CineMedia Deal?</title>
		<description>Discuss How Significant is the Danoo-IdeaCast-National CineMedia Deal?</description>
		<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal</link>
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			<title>Bill Gerba says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1026</link>
			<description><![CDATA[Hi Sean,
You wouldn't be hard-pressed to argue that Danoo's screens aren't the prettiest in the industry, that's for sure. But whether they're successful at grabbing eyeballs and selling ads I have no idea of, and that's what this deal is really all about.
National CineMedia is pretty good at turning digital display content into money, though, so I have to imagine that if the screens aren't performing, NCM will help them figure out why.]]></description>
			<dc:creator>Bill Gerba</dc:creator>
			<pubDate>Mon, 10 Aug 2009 20:35:36 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1026</guid>
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			<title>Sean says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1025</link>
			<description><![CDATA[As a person with fairly good inside knowledge on Danoo, I can tell you that their concept really doesn't have much steam behind it. For one, it's a digital display with no sound. For an advertiser running a :30 commercial spot, how is that effective? Two, no one notices these screens. When you're at the cash register for those few seconds, you are fumbling through your wallet, looking at the chewing gum, etc...you're basically doing everything but pay close attention to what's going on the screen. Again, not exactly a great selling point to an advertiser. But most importantly, it's a company where no one has media experience. The content is terrible/uninteresting and it's just not engaging. So all in all, I just don't understand the hype around Danoo. It's electronic wallpaper at best.]]></description>
			<dc:creator>Sean</dc:creator>
			<pubDate>Thu, 06 Aug 2009 16:10:25 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1025</guid>
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			<title>Bill Gerba says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1024</link>
			<description><![CDATA[Thanks for the very thorough reply, Bill C. I'd expect nothing less from you :)
Here's the statement I continue to have trouble with:
"So, when you add this up, I think it's a game changer. In other words, this is an operational example that has big money behind it."
Yes, it's a big deal, and it has a lot of money behind it. And I'll concede that the particular combination of business angle, technology, and venture structure may be unique in the industry. But to me an operational example that has big money behind it, even if it's successful, isn't a game-changer. It's just another deal.
A game changer is something that changes the rules of the game for everyone. It changes how the game is played. And I just don't see what's so unique about the Danoo deal that that would be true for everyone else (or even a reasonable subset of everyone else). By this logic, the Thompson->PRN acquisition was a game changer. And before that, the Cisco->little startup they acquired. And before that, the 3M->Mercury Online acquisition.
See my point? None of these deals has appreciably altered the rest of the market. Grew it a little, sure. Matured it a bit, perhaps. Gave it some more credibility, arguably. But the last time I saw a true game changer was when the price of plasmas dropped below $1,000, and that was merely a cost-based enabler that grew the market.]]></description>
			<dc:creator>Bill Gerba</dc:creator>
			<pubDate>Fri, 17 Jul 2009 02:24:47 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1024</guid>
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			<title>Bill Collins says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1023</link>
			<description><![CDATA[Bill and David:
Good afternoon. I -- no more than anybody else in the Digital out-of-home industry -- do not possess the ability to predict the future or even to completely understand the present. But, honestly, right now I am seeing this new dispensation between Danoo, IdeaCast and National CineMedia as a game-changer or a watershed event, if you will.
Bill, in your note you point out that several features of this new dispensation are not new. You're right. Specifically you cited:
* Mergers and Acquisitions: Yes, mergers and acquisition are not new in our industry
* A public company taking a stake in an ad-based Digital out-of-home network. Again, not new
* Venture capitalists investing lots of money in a company. That, too, is not new.
However, this deal encompasses those three elements, along with a collection of features and innovations that, as far as I know, are new. If theyTMre not new, I look forward to hearing from the readers of this blog who will tell me about other examples. The way I see it, whatTMs new includes:
* A well-planned workflow (Danoo) to recruit, process and post user-contributed content,
* A well-planned and apparently well-executed workflow (Danoo) to enable content creation to be done via a cross-Pacific collaboration between creative folks in California and creative folk in East Asia,
* A degree of localization (Danoo) that extends to hiring editors in the various cities (Boston, Chicago, etc.) to make sure that local culture and local mores are reflected on the screens,
* A link between the most profitable ad-based network in our industry (NCM) and a newer entrant (Danoo) that has very deep VC pockets and process innovation propelling it,
* Collectively two organizations (Danoo and CNM) emerging as leaders in our industry in the integration of Digital OOH screens with the web (www.danoo.com and www.ncm.com) and mobile phones.
So, when you add this up, I think it's a game changer. In other words, this is an operational example that has big money behind it. Although it may not be perfect, my hunch is that it will point in the direction that many other networks in our industry will be studying and emulating in the coming months.
Bill Collins
www.decisionpointmedia.com]]></description>
			<dc:creator>Bill Collins</dc:creator>
			<pubDate>Fri, 17 Jul 2009 02:24:00 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1023</guid>
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			<title>Bill Gerba says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1022</link>
			<description><![CDATA[Hi David,
It's not that Bill C said anything wrong - he was completely factually accurate.
I just don't see this merger, or the future direction of the new Danoo, changing the way that anybody else in the industry does business.
To me, a watershed moment is a critical turning point -- a sudden and appreciable change in the way things get done. Explain to me how the Danoo deal qualifies as one of those. We've seen every element of this deal before:
- M&A: Yup, all the examples I mentioned and more
- Public company taking a stake: There have been many, CBS buying SignStorey comes to mind.
- Digital signage network IPO: national CineMedia, Focus Media and a number of others.
- A VC spending lots of money, time and talent on an unprofitable company in an unproven market: Duh, that's pretty much their only purpose.
Like I said, this is business as usual, which is a great thing in my opinion, because our industry often likes to take the path less traveled.]]></description>
			<dc:creator>Bill Gerba</dc:creator>
			<pubDate>Fri, 17 Jul 2009 02:22:44 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1022</guid>
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			<title>Bill Gerba says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1021</link>
			<description><![CDATA[Jeff: Yup, they certainly did, and I don't have any kind of problem with that (if people are willing to pay that much for shares, let them buy 'em). And I certainly have nothing against the IPO process. It's just sometimes hard to tell if it's being done to raise working capital for the company, or just to let previous investors have an exit.]]></description>
			<dc:creator>Bill Gerba</dc:creator>
			<pubDate>Fri, 17 Jul 2009 02:21:28 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1021</guid>
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			<title>David Weinfeld says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1020</link>
			<description><![CDATA[Bill,
Way to drop the gauntlet. To best articulate my position on the argument, I wrote a blog post in response to yours:
http://bit.ly/nBoD3
My main question is this:
How could you say this deal is not a "watershed moment" when you view its potential outcome as a Danoo IPO?]]></description>
			<dc:creator>David Weinfeld</dc:creator>
			<pubDate>Wed, 15 Jul 2009 15:14:43 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1020</guid>
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			<title>Jeff Atley says:</title>
			<link>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1019</link>
			<description><![CDATA[Remember that NCM enjoyed their ride through their IPO stage a couple years back. The IPO popped at over US$700 MM.]]></description>
			<dc:creator>Jeff Atley</dc:creator>
			<pubDate>Tue, 14 Jul 2009 19:39:16 +0000</pubDate>
			<guid>https://www.wirespring.com/30-legacy-blog-digital-signage-insider/727-how-significant-is-the-danoo-ideacast-national-cinemedia-deal#comment-1019</guid>
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