[opendtv] Re: News: Analyst Predicts IPTV Takeover
- From: Craig Birkmaier <craig@xxxxxxxxx>
- To: opendtv@xxxxxxxxxxxxx
- Date: Tue, 11 Oct 2005 11:39:19 -0400
At 3:10 PM -0400 10/10/05, Manfredi, Albert E wrote:
>
>"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.'"
>
>is incorrect, in the sense that IPTV system *are*
>Internet-based, and yet that by itself is no
>guarantee of making these walled gardens "public
>Internet delivery proof."
You still are missing the point Bert. What the analyst is saying is
that people are going to bypass the walled gardens and get their
content directly via the public Internet. The reality is that both
cable and the Telcos will be offering the bypass mechanism -
broadband.
>
>Furthermore, the article states:
>
>"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 mention of IP telephony got completely lost,
>since it has nothing to do with iPod or any other
>delivery on demand scheme. IP Telephony is a great
>example of another walled garden, if anything.
No, it was not lost. The analyst is saying that the broadband
providers will be selling carriage, whether it is for IP Telephony,
music downloads of the delivery of video content. To the best of my
knowledge, Google, Yahoo and AOL are not in the multi-channel TV
business ( although AOLs parent company Time Warner is). What the
analyst is saying is that new kinds of content aggregators are going
to provide an alternative to the 24/7 multi-channel business model.
We will download the programs we want, rather than surfing hundreds
of channels looking for what we want.
>Most importantly, though, my sense is that if
>anyone is relatively immune to this public Internet
>download on demand threat, including download of
>free content, that would be FOTA broadcasting.
And why would they be immune?
Local stations have a declining audience, and rely heavily on the
prime time and sports programming of the networks they are affiliated
with. If that content is available via the Internet, why would people
rely on an antenna for fixed TV service? And with more wireless
broadband options appearing every day, the one thing that
broadcasters have a unique advantage in (over cable and DBS) is
serving things that move. Unfortunately they left that opportunity
lying on the DTV table.
Regards
Craig
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