[opendtv] Re: News: How the AOL-Time Warner Merger Went So Wrong
- From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
- To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
- Date: Mon, 11 Jan 2010 10:21:44 -0600
Tom Barry wrote:
> At the time of the merger many of us in the computer business
> were already calling AOL "Internet with training wheels". The
> writing was on the wall for the decline in dial-up access. I
> assume Mr. Case also knew that and his team basically just
> had a better crystal ball about how overinflated the AOL
> stock price really was.
That sounds more like it. I was totally baffled by what AOL had to offer, given
that their whole reason for existing (as an ISP depending entirely on telco
infrastructure) was rapidly going extinct.
The reason I think that OTA and MVPD delivery is still important is that
content owners are still uncomfortable with the Internet delivery model. When
they wrap their heads around this alternative delivery, that's when the exiting
distributors will be in trouble. But AOL would never have played a part in the
new scheme anyway, because AOL couldn't deliver broadband in the last mile.
Not much TV could be delivered at 35 or 56 Kbaud, not even if non-real-time.
Bert
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