[opendtv] Re: Qualcomm's Says, "Not Kool-aid - Lemon-aid"

  • From: Craig Birkmaier <craig@xxxxxxxxx>
  • To: opendtv@xxxxxxxxxxxxx
  • Date: Wed, 14 Oct 2009 07:42:36 -0400

At 8:10 AM +0200 10/14/09, Stessen, Jeroen wrote:
This one is for Craig:

<http://displaydaily.com/2009/10/13/qualcomms-says-not-kool-aid-lemon-aid/> http://displaydaily.com/2009/10/13/qualcomms-says-not-kool-aid-lemon-aid/


Thanks Jeroen!

One might think that a company like Qualcomm would have had better vision as to the role that video will play in the future of hand held devices. Then again they were being advised by the Telcos, rather than Steve Jobs.

The good news for Qualcomm is that they own a chunk of valuable spectrum. The bad news is that the Internet offers virtually free ala carte choice when it comes to video. I was watching a streaming version of the Florida/LSU game Saturday night CBS Sports.com on my notebook computer, but could have used my iPhone.

AT&T has already seen the future - it is in the operation of a huge wireless data network, and in the end it will be a commodity service, probably with a fixed monthly fee. Spectrum is all that matters. Operating a separate network just to deliver video, especially a subscription service, is a non starter.

Even the broadcasters are going to have a hard time trying to launch a presumably free mobile service. Like Qualcomm their problem is the lack of receivers. Trying to launch a single function mobile TV receiver is also a non starter. Mr. Jobs has shown us the way - people now expect a hand held device to function as:

1. A phone (even the iPod Touch is a VOIP phone when there is a WiFi connection);

2. A web browser;

3. A media player for place shifting content you own/rent;

4. A media player for audio and video content that is part of the rapidly growing Internet cloud;

5. A mini computer for managing e-mail and contacts;

6. A gaming platform

7. A GPS navigation system with social networking proximity applications.

In other words, there is but one future and it is communicating with the "clouds."

Regards
Craig


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