Technology developed by U.S. Government and top VCs unlocks the “Next Generation of the Net”
Building the infrastructure for Web 2.0
Very rarely, if ever, do we find a way to invest along side with some of the smartest investors in Silicon Valley, at a fraction of the cost, in a publicly traded vehicle, run by execs with billion dollar track records AND on the verge of generating revenues for various new/existing multi-billion dollar markets.
Visionary Innovations specializes in finding little known microcap companies that have the ability to change, disrupt and or create multi-billion dollar industries. In this case we found a company with a portfolio of disruptive technologies.
We think we found the “Next Generation Internet Holding Company”
There is a supply/demand crisis going on right now with current bandwidth protocols. New applications/industries are being held back and the thirst for information is growing beyond what our current Internet infrastructure can handle.
The current method of data delivery only uses a tiny fraction of the available bandwidth (especially true for long distances) and is being pushed to its limit.
Video sharing sites are proving that video is the new medium and is taxing the limits of the Net. New technologies allow creation of various qualities of video, but methods for sending it, retrieving it and playing it are “antiquated”. Our little company solves this problem ….disruption is on its way.
An “Internet Autobahn” already exists, but because of reliability and security issues, providers are being forced to use side streets to get data to its destination. However, more and larger data applications/services (high definition content, VOIP, SOIP, IPTV, IPv6, HDTV) will soon be increasing traffic exponentially and those side streets will be too congested for timely delivery.
Purchasing additional bandwidth, leveraging more computer hardware, and deploying faster equipment is not solving the problem.
A more efficient method to utilize the Internet Autobahn already exists. The bandwidth is already in place, just not being utilized efficiently.
As the broadband pipes get bigger, the existing data delivery protocols don't scale...that means as Verizon rolls out FTTH, as Comcast rolls out next generation cable modems, as AT&T rolls out new DSL, you won't be able to fill the pipes.
Our “Next Generation Internet Holding Company” solves this problem.
How much is this worth????
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What value is placed on a company that delivers data in any form (images, video, voice etc) to ANY Internet enabled device, from ANY location, at speeds 100 times faster than current methods?
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- What new applications and industries will be created when we can utilize the other 90 plus% of the Net?
- What if there was a software platform that increased data delivery 100 times faster than current methods to/from any Internet enabled device?
- What new companies/applications will be created if speed, data size and security are no longer an issue?
- What if there was a software platform that eliminates data size, speed and security issues for any internet enabled device
- Imagine surfing the web at 30,000 feet and having it be the same experience
as you have in your home or office. These guys are building the underlying
infrastructure to make it happen.
The 21st Century Solution!!
Our “Next Generation Internet Holding Company” is comprised of two components. (so far)
RocketStream, a software platform that speeds up Internet data delivery up to 100 times faster and “next generation modem technology” financed with $200m from the Govt and top VCs. Both of these entities are very disruptive and are expected to play key roles in the Next Generation Internet.
RocketStream has the capability of being the defacto standard operating system of delivering any type of content over the Net at speeds up to 100 times faster than current delivery methods. Think of RocketStream as the operating system or “Windows” of Internet Content Delivery
- Rocketstream (acquired in May ‘06) has developed a patent pending software platform that effectively handles bandwidth usage, data size, and security issues with a blink of an eye. It’s like turning on a light switch.
- RocketStream speeds up data delivery on the Net by 100 times; works on existing desktops, servers and requires NO CHANGES to the network or installation of any hardware. It works on any device that connects or can be connected to the Internet. -- Compatible on Windows, Mac, and Linux systems.
Think of RocketStream as the “Fedex for the Net”.
- Rocketstream can deliver hi-fi video, audio, text, VOIP over a centralized network worldwide in less than ¼ of a second by removing the middle man: the interim server.
- Ideal solution for gaming industry, interactive applications, mobile content delivery, high performance content/media delivery
- Big medical imaging opportunity - MRI images are being read in India… that’s a huge file that needs to be sent a long distance
RocketStream versus BitTorrent.
There has been a lot of talk of BitTorrent being the “next big Dot-Com IPO”. BitTorrent (BT), another software platform for content delivery, divides up a file so that users essentially download it from each other. There are many reasons why we think RocketStream (RS) is more valuable than BT.
1. RS is faster than BT
- RS is file delivery, BT is file sharing
- RS can deliver ANY type of data that is “on” the Net or is being created (movie, document, streaming video, xray, credit card file etc) BT can only provide faster delivery of data that is ALREADY on existing PCs or server.
- RS doesn’t need a massive “network” to deliver content
- BT can’t deliver original content (50th anniversary video or medical xray)
- BT acts as one big connected network ANY PC USER IS VULNERABLE..remember Napster, Kaazaa and those lovely malware programs?
Because RocketStream has so many more advantages than BitTorrent, we think RocketStream could be the next big Dot-Com IPO.
Software better than hardware.
Tech visionary and FOX Business reporter Cody Willard had this to say about Riverbed Technology… and their hardware solution for corporations.
“Riverbed has figured out an elegant solution that increases network efficiency”
“I like Riverbed because it is well positioned to become the de facto standard for optimizing enterprise network traffic. Its Steelhead devices are preconfigured to each customer's needs and can be set up out of the box without disturbing the existing network”…..
(Cody makes some great points, but because RocketStream is a software solution, it has a much greater chance of being the defacto standard. It’s cheaper and quicker to implement in any network.) Riverbed offers a “box” for corporations. RocketStream solves the same problem and is “middleware” (software) that can be embedded in any computer, router etc.
If Riverbed is valued at over $1.2B, how valuable is RocketStream’s platform that can provide the same technology, WITHOUT reconfiguring the network?
- Next Generation Modem Technology- (Second component of Voyant)
A Govt funded project through Lockheed Martin, financed up to $200m by the smartest VCs (Cisco, SBC Communications, US Venture Partners, ComVentures) . This technology, crams multiple frequencies into each color of light, and is able to increase traffic in fiber-optic networks by a factor of eight.
CenterPoint (CP) technology quite simply “turns up the speed of the network”
Communication experts have called this technology “several generations beyond state of the art”
“The second mouse gets the $200 million cheese”.
Voyant picked up undervalued technology with over $200M of proven Lockheed Martin technology. We like to think Voyant (and astute investors) are the “second mouse that get the $200m cheese” .
Market Potential
The first of many applications for this technology is an aviation broadband solution.
Voyant’s aviation broadband technology offers 10 times the performance of the closest competitor. The core technology originally came from the US Government, developed for military satellite communication links with plenty of patent protection.(new patents have been filed too) CEO Dana Waldman and his team created a solution that could send sensitive data at unheard of speeds, tens of thousands of miles away.
Not wasting any time, Voyant has already started to use these technologies and unlocking HUGE growth markets
In the CEO letter dated 1/1/2008
“we continue to meet with airlines and we hope to be able to announce a significant partnership early in 2008” (referring to aviation broadband application)
March 11, 2008 (update) Harris Corporation and Voyant International announce an aviation broadband solution.
Voyant’s aviation broadband solution opens up a multi-billion dollar market, but this same $200m technology can be used for broadband connectivity, wireless carriers, Internet providers, network device manufacturers, 700 Mghz spectrum, RFID, cognitive radio and host of other markets.
There are numerous markets (new and existing) that could benefit from this technology and each one represents a multi-billion dollar opportunity for Voyant.
Visionary Innovations can see the CenterPoint technology being valued at multiple times the original investment.
Having breakthrough technology(s) is one thing, but having a management team that can execute is another.
Voyant is lead by some of Silicon Valley’s finest.
Mr. Dana Waldman, (CEO), former Director of Lockheed Martin’s Adv’d Communication System….he was the CEO and Co-Founder of CenterPoint BroadBand (CP) (spinoff technology out of LockheedMartin) now he’s running the Voyant ship. Dana and his crew at CP (some of these guys are now execs at Voyant) helped to raise over $200m from some of the biggest VCs and biggest tech companies including (Cisco, SBC Communications, US Venture Partners, ComVentures). At one time CenterPoint Broadband was valued at over $2B pre IPO.
Mr. Mark Laisure, (Chmn of Bd.of Voyant) was one of the founders of Inktomi (acq’d by Yahoo for $2b) and also a founder of Mesh Networks (acq’d by Motorola)
These guys have a Rolodex of Who’s Who in Silicon Valley and have been converting some of their salary into stock..
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We see Voyant generating revenues with RocketStream in various ways:
1.License the RocketStream platform to a network/ enterprise (MySpace, Google, an Internet provider, wireless carrier, movie studio, storage services, hospital, university), Any enterprise that will/can use a much higher data speed for added services or their core business.
Voyant announced the ability for RocketStream to double cellular upload speeds.
At investor conference in Oct 07…CEO Dana Waldman said “we are talking with the major Internet players”
2. License to device manufacturers (Nokia, Dell, Cisco (WiFi, WiMax) videogame manuf., or any manuf of internet enabling/ accessible devices—modem technology
3. Charge users on a data basis (per gig of data delivered)
4. Software as a Service (SAAS). Think of RS as the FedEx of Digital Data Delivery “when it absolutely, positively has to be there in minutes”
5. Enterprise. License to movie studio for all users (editing, animation etc)..medical imaging, financial institutions---license to all medical imaging centers, hospitals, banks.
We can envision RocketStream embedded on ANY Internet enabled (or enabling) device (PC, mobile phone, modem, cell tower etc) and revenues generated either by a “per user”/licensee or by “amount of data delivered”.
RocketStream has the ability to generate at least two forms of recurring revenues.
Adoption of RocketStream has begun
- RocketStream is now in use by the US NAVY to HBO, and everywhere from Italy to Texas to Japan. It has been sold and deployed on 5 continents.
- 200 Institutional downloads during beta offering. Some of their customers include multi-billion dollar corporations: global mining and exploration conglomerate ($7b revs), major broadcast TV company, large industrial manuf/service co
- In talks with major PC manufacturer , a major consumer electronics/content company, a major e-commerce transaction company---Each opens up enormous embedding/licensing possibilities
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They have airplane makers using their software, television and movie
production houses using their software...and we have learned exclusively that one of their partners's products, which works best when used together with RocketStream, is even in use at the big White House on Pennsylvania Ave in our own nation's capital.
Why now?
Several events are occurring that make us feel the company is on the verge of Wall Street awareness and significant revenues.
- Company is expected to announce a major industry partnership with a $7B aerospace company for an aviation broadband infrastructure solution.
- They are in late stage negotiations with a 1. major entertainment content distribution company a 2. RBOC (regional Bell operating co) 3. one of the largest international telecoms .
- In October, Voyant management stated many big names Google, HP, Microsoft (many other Internet “players”) have been trailing RocketStream . Numerous technology magazines have published glowing articles about RS performance. Because it takes more time for enterprise players to test a software platform, we would expect enterprise players have had enough time testing RS and expect orders shortly.
- We see a spinoff (IPO) of Rocketstream or buyout of Voyant highly likely.
- In discussions with several airlines.
At a recent investor conference, management gave examples of how RocketStream can be embedded in 3rd party applications.
Hewlett Packard: Wouldn’t it make sense to have RS embedded in every PC? Or in their servers?
Microsoft: Could embed RS into their OS or as an add-on
Adobe: When file is sent, RS could be embedded and used without consumer even knowing (embedded in Adobe products)
Google: is building the largest data center in the world…RS is seen as a great fit for their server to server…thousands of servers around the world
YouTube: sure could use a high fidelity version, but not have it go too slow—another opportunity for RS
Voyant built a custom RS application/version for CBS that allows much faster transfer uploads. CBS remote workers have a hard time sending data to the home base, or around in general -- Voyant solved this problem.
Homeland Security: Video cameras on board planes, IP access for military, borders, UAV
Recent press release 2/26/2008 (RocketStream enters hosted storage and backup space).
Revenues are generated from licensing (per user) AND by amount of data sent (recurring).
Various online entertainment content distributors require a system to send and play video content. RocketStream is in talks with one and would provide an ideal solution.
Summary
- Voyant represents the ultimate way to invest in the “backbone” of the Next Generation of the Internet through a “portfolio of disruption”.
Very rarely, if ever, do we find a way to invest along side with some of the smartest investors in Silicon Valley, at a fraction of the cost, in a publicly traded vehicle, run by guys with billion dollar track records AND on the verge of generating revenues for various multi-billion dollar markets. We feel Voyant International offers an extremely attractive investment opportunity for high-risk oriented microcap investors.
Follow the Voyant International story
Voyant International OTC:BB VOYT
530 Lytton Ave. 2nd Floor Share Price .09 on (3/7/2008)
Palo Alto CA 94301 Shares Outstanding 123m (asof11/19/2007)
1.800.710.6637 Market Capitalization $12m
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