Regarding the network is the computer, I agree Sun is well-postioned up to a certain point. My bias is simply that the companies (INTC, MSFT) with the mass market cash flows and the installed base (200+ million) eventually get to influence heavily how the post-PC era evolves.
By the way, congratulations on calling the current wave of internet
media mergers like this one....
Is Time Warner next in merger mania?
news.com
Shifting gears, two more great examples of content with compelling broadcasting and narrowcasting possibilities:
1) Steven Spielberg's Holocaust project preserving the individual life stories of the survivors' of the Holocaust.
2) Tom Brokaw's latest book, "The Greatest Generation," about the generation that fought and won WWII.
Amplifying a point made by many others, at this very early point of the game, the internet broadcasters may have the sustainable edge in terms of studio-class content, but a narrowcaster like Broadcast.com or TVontheWEB, with lower cost structures, will always have the much bigger and global 'natural studio system' available to it. Just one source of underwriting -- as the folks at TVontheWEB describe their business model -- that kind of "illuminating" kind of content will be from what the experts call a series of massive transfer of wealth between generations in the decades ahead. Others: local, state, federal and foreign government information budgets, trade associations, etc.
Regards,
Gus |
