I posted this over on Greg's thread as a reply to something he wrote. I was wondering if any of you had thoughts about it...
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In regards to the internet being a full-motion-clickable/voice-activated-fluid entity, I've been trying to figure which companies stand to make the greatest strides in the near future. Several of the areas in bandwidth, storewidth, and B2B that you mentioned have already been showing tornado like growth. Where will the next growth spurt come from?
I've been trying to figure who is going to provide the means to capitalize off of the massive, newly enhanced, streaming data about to roll out as the high speed backbone progresses?
The way I see it, those content providers need to find a way to protect themselves from the sharing of that data like it is being shared within Napster's network.
If companies are to profit from their digital media, they need to have it protected, encoded, or metered in some way that when some one views it, they are billed in some manner. Otherwise, one person buys it and makes perfect copies that are easily shared.
I think this area of Digital Rights Management is going to be highly profitable. The problem is trying to figure out who has the edge over the competition and if there have been any barriers to entry that have been formed. There are a handfull of smaller companies without much revenues in this field. I have noticed that RNWK has been leaning further in that direction. And now IBM has entered the game with a plan of their own. (I've noticed IBM becoming more and more like basket covering many areas of the internets growth.) Intel recently took a step in the DRM direction as well.
I'm guessing that the metering of this all this content will be neccessary before anything and everything begins streaming to us.
Some of the small start ups in this area are:
ITRU - Intertrust WAVX - Wave Express Xerox's Content Guard DMRC - Digimarc CYBS - Cybersource DRIV - Digital River PRVW - Preview Systems LQID - Liquid Audio RNWK - Real Networks RSAS - RSA Security (I'm looking for any of these to team up with Napster.)
I notice that AOL has a deal with ITRU. I haven't done enough DD to even begin to think they are the leader. Certainly seeing IBM entering the field makes it a viable area to study further.
Anyone have anything to lend to this effort? Reply here or PM me.
Thanks.
-Clappy |