Archived from groups: alt.video.ptv.replaytv (
More info?)
Greg wrote:
>> Replay operates in the black according to DNNAs last company
>>statement. It is silly to invent theories unless you have the smallest
>>amount of facts.
>>
>
>
> D&M Holdings doesn't seem to agree with you
> "Compared to the February 2004 projection, net income and earnings per share
> were negatively impacted by a JPY1.3 billion write-down for a non-cash
> intangible asset for trade name and goodwill that was created during the
> acquisition of the ReplayTV business.In the February 2004 announcement, the
> company reported that a non-cash extraordinary charge of JPY1.0 to 1.9 billion
> might be required if the company did not establish a relationship with a
> strategic partner for the entry-level DVR business at ReplayTV. Such a
> relationship was not established, and the write-down of JPY1.3 billion reflects
> the company's current valuation of these assets."
>
> They seem to have written off about 2-3 BILLION Yen in the last year or so
> since they took over RTV.
> This is according to their May 2004 press release.
>
http/www.dm-holdings.com/eng/media/press/2004/20040520.html
> Do you have something more recent?
>
>
Another consideration I just remembered.
I said that Replay likely leases bandwidth from a 3rd party provider for
modem (dial up) users. And others (I think you included) agreed.
I've recently seen news items which say the US is over half DSL/Cable
now (Over half broadband) as broadband expands the need for nodes
declines.
This goes back to the statement I said about a network provider such as
MCI seeing a city with say 4 nodes and deciding to cut two of them
cause, Well... folks are not using modems as much any more
Note... In the specific case of MCI this will increase soon as another
service, contracted with MCI just made major changes in their operation,
Many of their paying customers are going to drop their dial up service
(I happen to be one of those who has dropped dial up service, provided
by MCI to this other company, which I'm not naming) I still use the
service, only now I use SBC-DSL to access, Why pay for a dial up (They
broke the software I used on dial up)
I wish to stress,,, None of this has anything to do with REPLAY, I would
be very surprised if replay owns 10 modems world wide (not counting what
they put in the box that is) Outside of replay boxes and desktop
computers they very likely do not own a modem at all. Connecting via a
T-line to the internet.