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Technology Stocks : Microsoft Corp. - Moderated (MSFT)

MSFT 472.22

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3:59 PM EST

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To: Lizzie Tudor who wrote (11268)	3/11/2006 2:49:00 PM
From: QwikSand	Read Replies (1) of 19789

Many of those anecdotal points are questionable IMHO. That SNL drug-rap video is nothing new: no ad revenue or PPV revenue, it was like the JibJab "This Land Is Your Land" Bush vs. Kerry thing or Bob Cesca's Flash cartoons about Metallica, a viral internet joke. All these things are a few minutes long, not movies. The NBC Olympics was a special case that perfectly leveraged the strengths of the internet. It was more about information on demand than video on demand, because of the major time-shifting issue involved, and the irritatingly low signal-to-noise ratio of the networks' Olympics TV broadcasts. Maybe at this point there are two markets that haven't yet converged: "multimedia on demand" which involves text and short-program sound/video on a desktop or mobile screen and "video on demand" in the Hollywood feature film sense, aimed at wall screens. --QS

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