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Technology Stocks : Concurrent Computer (CCUR)
CCUR 1,940-14.0%Jul 30 2:38 PM EST
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To: Christiaan McDonald who wrote (7040)2/11/1999 8:24:00 AM
From: Goodboy  Read Replies (2) of 21143
 
Ken, no doubt about it that some content can and will be streamed for free from portals to generate ad revenues. The problem is that bandwidth costs money and if all of us started to download a favorite episode of Cheers, we would clog the pipe and slow down the system for all the other users. This is bandwidth management 101. TM seems to think that the VOD model relies on any and all Video. That is stupid. We are talking about replacing the current first run format of pay per view or video release. Of course, there will be more content to be stored at the head end, but it will also come with a charge.

Last time I watched the History Channel, A & E or even public television, they offered to sell me a video of the program for $19.95. This is a valuable source of revenue to the network. They aren't about to give it up for free. Maybe they charge you a buck to watch it on demand. We know Tivo will be recording your favorite programs so that you can watch them on demand later. As soon as these plans crimp the advertising paradigm, they will move very slowly. As for VOD, it is a perfect fit and doesn't change the paragidm with the exception of hurting the Blockbusters of the world.
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