"Ultimately, this opens the door for not only Philips to come in and supply advanced set-tops, but others such as U.K.-based Pace Micro, Pioneer, and any other number of companies could vie for business with MediaOne against GI and Scientific-Atlanta.
The move to adopt Canal Plus software also means more competition for the software that is needed to enable interactive services. Microsoft has been spending big to ensure its Windows CE and NT operating system software are used by AT&T, which now owns MediaOne.
Meanwhile, MediaOne Ventures, Cox, and Comcast have all invested in Liberate Technologies, which also provides software for this market.
Also, industry sources say OpenTV may be close to signing up its first U.S. cable customer, as well. The company, which like Canal Plus has enjoyed most of its success in Europe to date, is getting ready to deploy its software in set-tops from satellite service provider Echostar by early 2000." |