[opendtv] Re: News: Analyst Predicts IPTV Takeover
- From: Craig Birkmaier <craig@xxxxxxxxx>
- To: opendtv@xxxxxxxxxxxxx
- Date: Mon, 10 Oct 2005 08:04:38 -0400
At 5:54 PM -0400 10/9/05, Manfredi, Albert E wrote:
>That the public Internet will be used to provide
>content in different ways, e.g. as a next obvious step
>to services like Netflix, is what I think these
>analysts are trying to express.
Correct Bert. The article clearly states that the long term threat is
the direct delivery of TV content to consumers using the public
Internet. It clearly states that the cable companies and telcos will
become bandwidth providers, losing thier stranglehold on the content
delivery market.
>As an example of the confusion the article created, it
>should have explained that the delivery of video
>entertainment CONTENT via the public Internet is *just
>as much a threat* to IPTV networks as it is to cable TV
>networks. Your Verizon IPTV service is no less
>vulnerable than is Comcast, to the (especially if free)
>delivery of TV content over the public Internet.
It DID state this.
>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.
>Broadband to the home enables all these services. But
>these same broadband providers are those who are also
>providing the walled garden environments for TV and
>telephone service.
Very good Bert!
And the analyst who wrote this report clearly states that it is the
walled garden services that are threatened. leaving cable and the
telcos in the broadband business. The article does not get into
details about the problems that this may present for DBS, which is at
a severe disadvantage in the provisioning of broadband to the public.
But DBS could move to a pull model, where subscribers would determine
which content is sent via IP multicasts for local caching in their
PVRs.
Regards
Craig
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