A couple of posts that belong on this thread......
Message 8776597
MediaOne/Comcast combo looks good for Cube per Canal+ call. From Ronz.
The Canal+ conference call to assess the impact of the MediaOne/Comcast combo on
the MediaOne/Cube/Canal+ settop box and other deals occurred earlier this week and
sounds quite positive for Cube/Divicom going forward. Sources indicate there is a
strong commitment (including from Comcast) to the open format and to Cube/Divicom
whose products and performance are regarded as impressive. MediaOne's head will be
Vice Chairman of combined companies and is expected to play a large role is this area.
The result for Cube/Divicom looks like a significantly enhanced market with Comcast
via the combo.
Q) Why would Comcast be interested in CUBE/DIVI sol?
A
Thursday, Apr 8 1999 10:48AM ET
biz.yahoo.com
SOURCE: Strategy Analytics
Strategy Analytics Study: Interactive
TV Has Edge On Broadband PC
Interactive Video is Next Internet Battleground
BOSTON, April 7 /PRNewswire/ -- Internet operators are
shaping up to deliver video-based content via broadband networks, but broadcasters
are ready to
respond by adding interactive services in the battle for consumer dollars. According to a
new report,
broadcasters have the edge: 14% of households will have interactive TV by 2002,
compared to only
7% with broadband PC.
These conclusions are described in a new Strategy Analytics report, ''Interactive Video
Emerges -
Broadband PC and Interactive TV prepare to do battle'' -- available to subscribers to
their
''Interactive Home'' strategic advisory service.
A number of new and traditional players have staked their positions in this new market
within the
past few months, including service providers (AOL, @Home and Road Runner),
network operators
(Bell Atlantic, SBC, Deutsche Telekom, US West, BT and NTL), broadcasters
(DirecTV,
Echostar, BSkyB and BIB), and technology providers (GI, Scientific Atlanta, Philips,
TiVo and
NCI).
Video and interactivity are the catalysts bringing these players into the same new
marketplace:
Internet providers offer enhanced content while broadcasters add interactivity.
The emerging broadband PC market is a result of increasing ownership of cable and
DSL modems.
The analysts believe many consumers will not pay the current high costs of broadband
Internet, and
that DSL and cable modems are still unproven as far as full interactive video services
are concerned.
Nevertheless, they forecast that, by 2002, broadband modems will be in 7% of US
households and
2% of European households.
By this time, however, interactive TV services will be available in 14% of US and 23%
of European
homes. Many of these services will arrive ''by the back door'' as part of enhanced digital
television
services, allowing consumers to access home shopping, video-on-demand and
interactive
information services through their TV sets.
''Interactive video will offer the Internet four great challenges,'' says David Mercer,
Strategy
Analytics Interactive Home Service Director. ''There is the cost challenge, the usability
challenge,
the technology challenge and the TV challenge. Internet operators may ultimately find
that the
challenge from broadcasters is the greatest obstacle to success.''
Detailed market forecasts regarding European and US ownership are available on
request.
Strategy Analytics provides strategic insights to IT technology firms around the globe.
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