Re: Digital TV - Who's ITV model is going to win?
"The voice and data are relatively easy sectors to invest in as compared to the video[TV] segment."
Thread- Upstream I wrote the above. To illustrate what I was referring to, below is a monster list of Interactive TV(ITV) players. I'm pretty much at a loss on how to play it. I have a few ideas, but I'm not that confident in them.
I suppose with a target market of 1,000,000,000 TV households (http://www.siliconinvestor.com/readmsg.aspx?msgid=14172058), it would attract a huge number of players, each with their own idea of where ITV is heading and few seeming to coordinate with anyone else's ideas. Yet some still sport incredibly high valuations by any reasonable standards. After spending a few weeks trying to figure it out, I kind of just threw out the pure ITV aspect and focused on what may be tangential to an ITV world.
BTW, from what I gather you can break it down into a few main categories. An OS, application, and of course, equipment. Some play in one space, some two, and others all three! Kind of like the PC world but with even more confusion. With a PC you don't have a backend worry. With ITV, that is a MAJOR part of the plan.
If anyone has any ideas on why anyone of the below should come out on top, please post. I'd be very interested in hearing anyone's view, of any of the players, and why they may dominate. Thanks. -MikeM(From Florida)
PS I did not carefully check the company list. I just pulled it off a url referenced on the CUBE thread.
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@TV
Acer XC non-PC products
ACTV
Alcatel HomeTop open standard
Alex Informatique SA.
allNetDevices (news resource)
AOL
AOLTV
Axcent INSERT\MediaTV
BeyondTV
Boca Research (BocaVision)
BroadbandMagic.com (Eagle Wireless International)
C-Cube Microsystems Avia@TV
CableLabs OpenCable
Caldera (DOS-based browser for set-tops)
CELERITY
Com One DomoTV
Cocoonz Home Technologies (PC)
Concurrent Computer Co.
Continental Edison
Coollogic
Crosstainment AG (Surfstation)
Diba (bought by Sun)
DIBco (Acer set-tops in hotels)
Digital Video Arts
Eagle Wireless International
Element 14
Elmsdale Media (YES TELEVISION)
EnReach Technology Inc. ("ippliance" solutions)
ESS Technology
F@MILYnet (la station multimédia)
Fantastic Co.
Fei-Hong Electronics
Flying Colors Interactive
Focus Enhancements (TView I-Net box)
GCT Allwell Technology Inc.
GemStar International
General Instrument
GMC TV Twin
Green Technologies Net TV box
GTE Intrigue system
Hitachi
HITS Digital Programming
HTX Technology (home automation, PCtheater)
Humax
IBM Japan
ICTV
IDTV
IGS Technologies Inc.
ImagicTV
ImaginOn
IMON.comTV
Infomatec (thin clients)
INO TVPC
Intellocity USA, Inc.
JCC USA I-Box
Kingston Interactive Television (interactive digital TV over ADSL)
Kingston Vision (develops interactive digital TV technology)
Kingston Communication Group PLC
Liberate Technologies
Liberty Media
Loewe Xelos TVO
Lysis
M@ilTV
Matsushita Panasonic
Megabyte Inc. (MbTV)
Metabox AG
MeterNet
MiTAC
Mitsubishi
Mixed Signals Technologies
MoreCom's Internet TV
Motorola (Streamaster aka "Blackbird")
MSU (SlipStream)
MULTVmedia
MyWeb (Asia Media)
NagraVision
Navio
NCI
NDS Ltd. (News Corp. subsidiary)
NEC
Newcom WebPal
Netgem
Neon Technology
N**TV (insert the "et")
NextLevel
Nokia
OpenTV - Sun
Orca Computers Ltd. (Israel)
Pace
Paradise Innovations (AiTV, WebEZ)
PCTVnet ASA (HomePilot)
Peach Networks
Philips
Pixelon
PowerChannel FreePCTV
PowerTV
Prasara Technologies
Quantum Quickview
Rachis
ReplayTV
Samsung
Sanyo Electric's Internet TV set
Scientific-Atlanta
SeaChange
Sega Dreamcast
Sejin America (wireless keyboards for Sony, Hughes, Scientific Atlanta, EchoStar, Picturetel, etc.)
Sigma Designs
SkyConnect
Sony
Source Media Interactive Channel
SpotMagic
Spyglass
Stellar One
STMicroelectronics (chips for set-tops)
Surf-Master (Qi World Ltd. UK)
SurfTV
Teknema
TeleCruz
Telemann
Telelynx
Thomson Multimedia
TiVo
Toshiba
TV Guardian
TV meets the Web
TV Multicast
TVPC
uniView
US Video Interactive
Veon
Vestel USA
Viewcall bought by NetChannel bought by AOL
Virata
VisionTech Ltd.
VNet's VWeb
Wav TV
WavePhore WaveTop
Web Computers Int'l (Commodore 64 Web.it)
WebDVD
WebSurfer
WebTV
Wink
WorldCall Net (also see M@ilTV)
WorldGate
Zilog |
