Television Obsolescence
Posted on March 29, 2010
Phil Leigh
Television industry incumbents often assert that Internet Video is an impractical alternative for conventional television for two reasons. First, they argue that Internet video distribution is presently a money losing business and is likely to remain so for many years. Second, they claim gigantic investments in network infrastructure are required before the Web can reliably deliver video to television-sized screens.
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While such statements are not without basis, they are invalid for two reasons. First, they are exaggerated beyond the point of relevance. Second, they ignore the offsetting advantages of Internet distribution. Read more…
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Promising Apple Ecosystem Business
Posted on March 23, 2010
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If you would like to learn about a company presently benefiting from Apple’s success of the last seven years, this interview is for you.
Today’s guests are Steve Bush and Ross Newman of Screwbox Solutions. Their company specializes in the repair and maintenance of Mac computers and iPhones. The sharply rising popularity for Apple products is leading to a concomitant growth in demand repair services. When our Apple devices break, most of us rely upon the Genius Bar at the closest Apple Store to fix them. Unfortunately, there are a number of problems with such dependence. Read more…
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A Year Ahead of Google
Posted on March 19, 2010
On Wednesday, The New York Times reported a secret initiative termed GoogleTV that is a collaborative effort among Google, Intel, Sony, and Logitech. Essentially the plan is to provide an appliance enabling televisions to also function as browser-or-app-centric viewing screens for an abundance of Internet content and applications. As regular subscribers know, for over a year we have repeatedly emphasized that the natural evolution of television is toward just such a product. One example is this post about our February ’09 Third Generation Television market research report.
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Two points about GoogleTV as reported are particularly important. Read more…
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There is Something There at AppleTV
Posted on March 15, 2010
Phil Leigh
Tim Cook, who is Apple’s Chief Operating Officer, was recently interviewed at a Goldman, Sachs investor conference. He repeatedly minimized the company’s market opportunity in the Digital Living Room of the Future. Instead he implied that portable devices would be the prime growth engines in the years ahead.
For example, he commented that Apple has “no interest” in the TV market and that “AppleTV” remains a hobby because the market size is small by comparison to that for portable units. In contrast he observed that the “vast majority of Apple’s revenue now comes from mobile devices and content purchased for those devices.” Read more…
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Internet Video Subscriptions
Posted on March 2, 2010
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Today’s post is a reprint of an article I wrote for Online Video Insider on March 2, 2010.
By: Philip Leigh
Since Shawn Fanning launched the original Napster about a decade ago CD music sales dropped by 50%. Unfortunately, legitimate digital downloads recaptured less than half the total. Given steadily compounding improvements in computer, storage, and network bandwidth, video-centric media companies have been apprehensively awaiting the new media Tsunami on their own shores. Many industry executives conclude it is now arriving. It appears their response is to (1) charge new incremental monthly fees and (2) increase existing ones. In short, after a decade to prepare, it looks like the industry’s most imaginative solution is to raise prices. Read more…
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