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Strategies & Market Trends : ahhaha's ahs

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To: Frank A. Coluccio who wrote (493)	11/30/2000 12:14:57 AM
From: GraceZ	Read Replies (1) of 24758

there would be a natural conflict between Home and the MSO who will be providing VoD over the Set Top Box, if Home were to take up VoD over the cable modem path, such as other ISPs will be doing soon, over other physical media. The natural inclination is to see VoD income going to either the MSO or @Home, yet I see a situation where they don't necessarily compete but could compliment each other nicely. It makes more sense given the lack of bandwidth for full motion video over the @Home network that VoD would be better served over the MSOs portion of the coax right now. I would think that anyone that is going to rent a movie will want to search, browse or view a trailer... maybe even have suggestions made to them as to what to see based on what they have rented in the past (like Amazon recomendations) and it makes much more sense to do this over the Internet. The way you order a movie now with pay-per-view and digital cable is pretty klunky, as well as time constricted. Using @Home would be a hundred times more elegant. Anyone who has searched through the selections with a remote and on screen menus can tell you how awkward it is when you get into a few dozen selections. Imagine when you start having thousands of selections. When you move this function to the Internet you then have the option of previewing and ordering up from your office connection (saving the MSOs streaming bandwidth during primetime) so the movie is cued up on the STB harddrive when you get home. Give onto the Internet that which it does well and give unto dumb coax TV combo what it does well. If I were an MSO deploying VoD across my subscription base I'd be going after that rental income from all possible customer contact points. Perhaps ATHM misses out on the lions share of the income because it doesn't stream the movie, but, providing the cataloging, ordering and preview functions in an optimised environment would get them into the revenue stream without the cost and headaches of running the VoD servers over their networks. Plus it gets the MSOs out of the interface design biz....they are terrible at it. What I want is an Internet interface to control both live TV recording and movie ordering. I want it sent to my PTV recorder or set top box.....but I don't want to have to be standing in front of my TV to do it. Suppose you are at work and you remember there's going to be a special on at eight.....its 7:30 and you have an hour of work left to do?I want to be able to control all that from a remote location with a browser. This is the story those Excitable guys should be pitching the MSOs. You don't make money by competing for dollars with your customers, you make it by making them more money than they would on their own.

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