What's the real big picture?
Just a response to some of the points (your numbers) you made:
1. the big picture as seen by the big player such as MSFT is obviously the converging services of TV/Web and they are certainly not counting on the Web of today. The passing through of web content via cable to a PC, in my opinion, is just a stop-gap solution to compete for people's eye time. Eventually, everything will go to a TV, not PC, and Web will be more broadcast/entertainment oriented. I am predicting the demise of @Home, but their tie to the cable co is significant.
2. it's not the SRCM product that will matter here. It's how the big players will use it for THEIR product. Having a product to sell by SRCM will help, but certainly not what's driving up the stock.
3. computer will eventually back to what it does best: general computing, and TV will do what it does best: entertain. Low priced computer, in the short term, may help generate more internet usage, but not the scale of economics the big players are seeing in the TV/Web converging services. And to that extent, the industry is not racing pass SRCM's patent, more like moving towards it. |
