[opendtv] Re: Apple TV: Eddy Cue on streaming video and TV channels - Nov. 6, 2015

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Thu, 12 Nov 2015 00:55:20 +0000

Craig Birkmaier wrote:

Are you an analyst now?

Do you have access to the All Access subscriber figures?

Unlike you, Craig, I read these articles. I had already read that one too.

http://www.hollywoodreporter.com/live-feed/why-star-trek-went-cbs-836710

"While Moonves declined to provide the total number of subscribers, he revealed
that All Access posted its largest subscriber growth yet in September and
recently debuted on Apple TV."

That's the closest you'll come to an answer. Sure sounds like subscriptions are
increasing, and not languishing. You have nothing but vapor to contradict this.

"Netflix is our friend...a competitor."

He might as well have said: "Welcome to the oligopoly!"

Not at all. You do not need to subscribe to either. It's NOT your old MVPD
addiction, Craig. You can easily opt out and use other sources of TV content.
There is no single gatekeeper here.

It's patently obvious what Moonves is doing. He is going it alone, direct to
consumer, and doing so in a way that competes against others who have done
likewise. Whether he'll continue to use Netflix for older CBS content, or not,
is tbd. But other than that, Moonves is looking to the future. He already has
brand new, even "live" CBS content on All Access, as well as library content.
Now he is adding *more* brand new content, known to be very popular, and doing
so exclusively on his new "go it alone" platform.

If we was not interested in this go it alone platform, competing directly
against other congloms instead of colluding with them, you can be sure, Craig,
he wouldn't be putting Star Trek on All Access.

And these new bundles are ADDITIVE to the linear TV bundles that are
slimming down to get rid of the bloat and rerun channels that the SVOD
bundles are replacing.

Get real. That's marketing tripe. CBS All Access is a bundle that doesn't need
dual revenue streams. **Although**, if CBS wants, they can create their own two
streams in CBS All Access, all without having to depend on collusion with other
congloms. Ain't that amazing? Plus, people who shave or cut the cord, Craig,
are replacing their legacy bundles, not adding to them. Moonves figured this
out too.

Perhaps Apple is building a platform where friends can sell
their content in more that one way.

Apple is trying to become the new (now quite unnecessary) middleman, where
people like Moonves seem okay with going it alone. Apple is trying to compete
against the likes of Sling TV. Because it's Apple, and because you also like
the walled garden model, you're okay with this.

2010 is when I dedicated a PC to the TV, for this job. H.264 had
made image quality very acceptable on a TV sized screen. Old news,
Craig.

Talk about changing your story...

Is this another example of something you don't understand, so you think I've
changed anything? Or are you still puzzled by the fact that super cheap ATSC
receivers were not designed to be upgradable, even though the ATSC standards do
support upgradeability? One point I'm positive you forgot, Craig. When I
dedicated a PC to my TV, the not very old but older PC we had at the time could
not manage H.264. So in spite of your continued mantra about upgradeability,
H.264 required a new PC. Imagine that.

You think that the crumbs they give away are nirvana.

You are really slow at picking up these new models, Craig. Dell, HP, Lenovo,
etc., do not need to collude with content owners. And content owners, like HBO,
like ShowTime, like CBS, or content middlemen like Sling TV, **DO** provide
content to these boxes. Now do you get it? Even Discovery, even HGTV, WIHOUT
COLLUDING with the PC makers! Imagine that, Craig. The mountain is moving to
Mohammed, Craig.

And what content are they using to greenmail the MVPDs? Mostly
sports,

Not necessarily. Cable addicts bitch loudly about missing lots of their
favorite network content, not just sports. It's all high value content.

Apple must be pretty clever too. I can access everything a
Dell computer can on my Mac,

Now look who's changing the subject. We were talking about the limited-use
boxes like AppleTV. So Craig, have you connected your Mac to the TV, or are you
flummoxed about how to use the mouse remotely?

Bert



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