[opendtv] Re: News: Analyst Predicts IPTV Takeover
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: <opendtv@xxxxxxxxxxxxx>
- Date: Tue, 11 Oct 2005 16:36:24 -0400
Craig Birkmaier wrote:
> 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.
Which does not mean that IPTV will take over. For
IPTV to take over, that would mean that the telco
walled gardens will for some reason take away all
the DBS and cable customers. That's what those
words actually mean.
I understand the part about non-real-time downloads
of content over the public Internet. That is not
what IPTV is all about. Not only that, but such
non-real-time downloads are not likely to supplant
other TV distribution systems anytime soon. They
will likely augment them, and if anything take
market share away from Blockbuster and its ilk.
> > 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.
In order for IP telephony to work, it has to involve
use of servers and gateways. These are needed to set
up the voice sessions (look up SIP) and are needed
to provide interconnection to the global telephone
nets. It also requires control of the physical
plant, for QoS guarantees. VoIP typically uses RTP
for the actual voice transport. RTP makes use of
whatever QoS is available in the underlying network.
As networks become congested, it will degrade or
quit. So for the service to be accepted, this has
to be accommodated.
Someone has to keep these systems going, and that
requires more than just providing a broadband link
or stored content.
Possibly, the Googles and the Yahoos could get into
the business, by distributing these services around
the Internet, themselves creating a number of
walled gardens. Or the broadband providers
themeselves can do this, as they are doing now. The
message being, more is involved here than just having
content sitting in storage devices.
> And why would they [FOTA broadcasters] be immune?
First, because they provide content for "free," which
can be competition for those providing content over
the Internet for free.
Secondly, because they can provide "live" programming,
like sports and news, that the public Internet stored
content would not compete with directly.
Third because they don't require subsription to one
particular provider, much as content from any Internet
site does not require dedicated subscription to one
provider.
Fourth, because they don't suffer the congestion
problems one would expect if popular content is made
available in the public Internet.
Bert
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