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Technology Stocks : Aahh...iNEXTV (AXC) The NEXT Thing!
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To: wlcnyc who wrote (3945)6/15/2001 5:05:14 PM
From: Ed Perry   of 4169
 
Very interesting article that was ... great find.

Taking poster license, the gist may be that MicroSoft uses it's muscle to lasso traditional "consumer"
advertisers into running streamed adds with a MS broadband fee for service site. In turn MS offers its own video clips as well as syndicated clips of co-linked sites.

Advertising revenues, collected by MS, would be distributed proportionately to the producer and syndicator. If MS really liked a particular producer syndicator, either direct investments for content could be made or fees for
producing content could also be made.

Here, MS is setting up something of a high-tech cottage industry for streaming content. MS has done this
with other of their software products.

While this gets iNEXTV air time and showcases ITGn+, it also puts iNEXTV in the position of being a media
producer. Tough business but then we have Drew Cummings as a resource.

MicroSoft moving in this business area will speed up the implementation, adaptation and dissimenation of
streaming content and streaming advertising. Done forcefully, and MS can beat the pants off of AOL-TimeWarner and YHOO. Something which may be behind the whole inititive.

As far as iNEXTV is concerned, if iNEXTV content gets audience vote for quality and interesting content,
then it makes sense for BOTH Qwest and MSFT to make sure that the iNEXTV maniacs have plenty of
operating and production funds - as long as they keep producing better than anyone else. Meanwhile Qwest is selling broadband subscriber service and MSFT is selling broadband service for fees and competing with AOL
and YHOO in the content, portal provider arena.

Ed Perry
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