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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: axial who wrote (11536)6/25/2001 10:20:33 PM
From: geoffrey Wren  Read Replies (1) of 12823
 
Jim, don't we have we have to distinguish VOD and near VOD?

There is a form of near VOD now with pay per view on cable. Cable could add more channels, and with a recording device you might have a choice of 1000 movies to watch instantaneously or slightly delayed per week. However, as you point out, on this system, it is the top movies where the money is. A variant of the 20/80 rule.

However, true VOD, where the video is sent to you only at your internet address exactly when you want it is something different. The cost quoted for an streaming video is 1c/megabyte. If this is an accurate, it is significant. My question is where is the article wrong in its analysis, and why, or is it true that this is a major hurdle to VOD? If it is the major hurdle they say, then it still seems to me that the less popular items will be where it starts out, where people are willing to pay the higher fee precisely because they have little hope of getting the material on 500 channel cable.
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