<<<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.>>>
mpeg,
Thanks for your comments.
While MSFT has both WebTV - for TV via telephone use, and they have incorporated WebTV into Win98 for PC use, (with an added card - so they must see big growth in PC/cable access), when MSFT uses a PC instead of a TV to terminate, or even a hybrid TV/PC, SRCM's patents (and SRCM) is no longer in the loop. SRCM's patents require a TV system - not a computer network system.
Put the computer in the picture instead of the TV and SRCM makes no money.
I also respectfully disagree with you regard what system will win out as the internet surfing device - TV or computer. The internet was and is designed for computers - not TV. Functionality is the key. TV's don't have it, and unless you build a hybrid PC/TV they never will. But if you are right, and PC/TV becomes the norm, SRCM is still left out in the dark as their patents only address TV.
<<<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.>>>
Again, I respectfully disagree.
Regardless of whether SRCM licenses the technology to others or if SRCM develops the technology themselves, it will take more R&D and a trial with a cable service. That takes time, 18-24 months.
In 18-24 months, low priced PC's will expanded the PC/cable market considerably and therefore further shrink the TV/internet market. Plus consumers will demand MORE functionality - not less and SRCM's TV/internet access will clearly be less functional. Not to mention e-mail phones will cut into the TV/internet market.
Shifting product development to another company does not change the equation. The TV internet access market SRCM has available will only shrink with time - it will never get bigger. NEVER, EVER.
Remember, PC sales cut SRCM's market, and so do hybrid TV/PC's as SRCM has no patent rights over either.
Best of luck
Steve |
