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Technology Stocks : Concurrent Computer (CCUR)
CCUR 2,2550.0%Jan 9 9:30 AM EST
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To: Tech Monster who wrote (10275)7/23/1999 11:36:00 AM
From: Starowl  Read Replies (1) of 21143
 
The computer is multi-faceted and largely private. Most of us don't sit at a computer screen with family or friends gathered around. Movies generally are more social than most of what one gets from a computer. (Coming late to this discussion, I am probably repeating what most have already said many times over.)

I think you are correct in your description of the TV and the brain and how most of us interact with the TV. You sit, choose some content, and wait for it to be delivered. We like things to get easier. If we could have the choice of trudging off to the local video store on a bad weather day or through traffic to browse through the huge selection of interesting movies to ponder over or propping up our feet with the guide in one hand and the changer in the other in our familiar, safe and cozy little cocoons and selecting a movie to view--when we want to view it--I think I know what most people would decide.

You really need a high speed connection for your computer to make video worthwhile. DSL requires that you be located within about 2 miles of a central office for 1.6Mbps or better and within 3-4 miles for the more basic 640Kbps speed. You can use your regular copper lines for the connection--that's an advantage to cable--and can share the line with a regular analog phone or fax machine. And once you get the service (if you can), you want it for all aspects of the Internet--video downloading would only be a small part of one's activity at the computer with high speed connections, I think. So, my strong gut feeling is that there will be two separate markets for video direct to the home.

Maybe Blockbuster's answer to the potential competition to VOD will be home delivery of tapes ordered on-line?

Starowl
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