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| Jul 15, 2006 11:01 pm |
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re: re: re: re: re: re: Video as the next "breakthrough" technology fo |
| Tom Foale
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You should look at Viiv. I have looked closely at the value network for TV viewing - whoever controls the DRM mechanism controls the customer. BSkyB is successful in the UK because it controls access to the consumer, via its set-top box and its DRM capability. BSkyB controls UK soccer viewing (which in turn drives demand) because of that - it can cross-subsidise the costs of acquiring soccer by charging every other content provider inflated costs for access to the consumer. However, BSkyB is one way and delivers broadcast channels only, so it is vulnerable.
Intel is doing much the same thing. Soon almost all home PC's and most home entertainment equipment will be Viiv-enabled. Centrino will be for business users. We will no longer need a set-top box - in effect, every home PC will contain a set-top box, with content delivered by broadband. Viiv will deliver high-quality content to anywhere in the home - users will be able to move from room to room with their chosen programme following them. Viiv is disruptive - it gives people access to what they want when they want it at a lower cost (hopefully) because there is no need to acquire a separate set-top box or even make a decision to take a contract - every PC and TV will automatically come with the capability.
So its not that major funding is required - just that Intel's financial muscle and position as the silicon heart of the PC can give it control of a massive market almost by default. Viiv is disruptive.
Why is our software relevant? Well, the publishing capability allows someone to describe something so it can be found, or so that someone can be told that something new has appeared that is relevant to their needs. Whether that something is a tree, a database or some video content doesn't matter. Once the content is found the way it is handled is also described by the publisher - so it can be downloaded or streamed as required, so long as the delivery system can handle it.Private Reply to Tom Foale (new win) |
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