How to Boost Computer Sales
Posted on January 23, 2009
As computer sales soften with the economy, manufacturers can stimulate demand by fostering the development of the next “Killer App”. In our analysis, such an application is likely to emerge this year as large numbers of consumers start accessing Internet Video at their TVs via laptop computers. Essentially the TV will function as a giant monitor for the laptop and the computer becomes a Media Controller for the TV. Read more…
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Sound and Fury at Consumer Electronics Show
Posted on January 22, 2009
The annual Consumer Electronics Show has achieved such high-profile recognition that exhibitors are tempted to promote modest improvements as breakthrough advances. The sound and fury over “Internet-Connected TVs” at this year’s show is a good example. Upon examination it is clear that if the product announcements signify anything at all it is that the difference between a “Walled Garden” and a “Walled Prison” can be indistinguishable, as Napoleon III discovered. But that’s another story, and a good one. Read more…
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Third Generation Television: CATV Impact
Posted on January 16, 2009
CATV and Satellite operators will be profoundly impacted by Third Generation Television. As noted in earlier posts, we believe that significant numbers of consumers will start watching Internet Video at their TVs in 2009. Many will simply connect their laptop computers to the TV and use it as a giant monitor. Since flat panel TVs and modern laptops both have common connection sockets the hook-up is not too complex. Nearly all laptops have built-in WiFi enabling connection to a home LAN and thence to the Internet.
One third of homes already have flat panel TVs and iSuppli estimates that nearly 90% will have at least one flat panel set by 2011. The vast majority of such sets have common connection sockets with laptop computers. Read more…
