[opendtv] News: Analyst Predicts IPTV Takeover
- From: Craig Birkmaier <craig@xxxxxxxxx>
- To: OpenDTV Mail List <opendtv@xxxxxxxxxxxxx>
- Date: Sun, 9 Oct 2005 11:21:34 -0400
http://www.broadcastingcable.com/article/CA6264702.html?display=Breaking+News&referral=SUPP
Analyst Predicts IPTV Takeover
By John Eggerton -- Broadcasting & Cable, 10/6/2005 4:00:00 PM
In a new report to investors on cable and broadband, Friedman
Billings Ramsey media analysts Alan Bezoza and Brian Coynes say that
cable's biggest competitive threat for video delivery is not the
short-term competition from telcos but the long-term threat of
internet-based content delivery.
Pointing to IP telephony, which cable has a piece of as well, and
Apple's "revolutionizing" of music delivery via iPod/iTunes, the
report says the Internet will become the primary deliverer of video
content, with companies like Google, Yahoo and AOL becoming the next
big aggregators and distributors of content.
The internet has made "on demand" content the baseline going forward, says FBR.
The report predicts that unless cable, telco and satellite companies
adopt Internet-based video delivery models, "their value in the new
value chain will become limited to data transport services." But
potentially very profitable data transport services.
It says cable is in a good position in the short term to compete on
the IP video front. But it sees broadband access as the real future
of cable in the long term. Looking 10 years down the pipe, FBR sees
cable becoming "utility companies providing bandwidth to consumers
running different applications over their data access."
Back on the video side, with a lot of delivery systems competing for
product, FBR sees the "pendulum of power" shifting to content
providers, though they will first have to figure out how people are
paying for that content (subscription or advertising).
Not surprisingly, FBR also sees growth in the PC and home networking
markets that, it believes, will become the TV sets of the future.
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