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Who should pick up Jangl assets?

Jangl investors should try to sell the company assets to a telecom vendor. Some of telecom vendors are developing features that enable ad supported communications apps. Still early days but a Jangl platform would place them ahead of most competitors.

We are going to see two relevant trends going forward. One is the re-positioning of telecom service providers as some sort of media companies enabling various forms of entertainment, content, and social networking through PCs, TVs and mobiles. The other is the re-thinking among Voice 2.0 companies to productize their platforms.

Jangl is one such company that instead of licensing its ad supported communications solution to telecom and media companies, decided to emphasize its direct-to-consumer service. It should have pushed the licensing model a bit more. It might have meant delayed deployments but the burn rate would have been tamed somewhat.

I believe a telecom vendor would be interested in an asset such as Jangl, licensing it out to telecom providers that offer ad supported communications aware apps across PCs, mobiles and TV. Cisco has been working on its Entertainment Operating System for online communities. The OS should have a Jangl type component if it does not already have one.

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