[opendtv] Re: News: Analyst Predicts IPTV Takeover
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: <opendtv@xxxxxxxxxxxxx>
- Date: Sun, 9 Oct 2005 17:54:05 -0400
http://www.broadcastingcable.com/article/CA6264702.html?display=3DBreakin=
g
+News&referral=3DSUPP
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.
...
-----------------------------------
I think the above continues to confuse the protocol of
the network, which should be close to irrelevant in
this discussion, with new and different delivery or
communications techniques.
IPTV, and also VoIP for telephony offered by cable
companies or even by telcos, are actually very similar
in this regard. They offer customers the same TV or
telephone services the customers have long been
accustomed to, via the same sort of walled garden, with
the same sort of quality of experience and level of
features. The change in the transport protocol is
essentially transparent.
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.
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.
Similarly, using your PC to set up ad hoc voice calls
with your buddies is just as much a threat to the
PSTN services of your favorite telco as it is to the
VoIP telephony services of your VoIP provider.
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.
Bert
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