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Technology Stocks : IATV-ACTV Digital Convergence Software-HyperTV -- Ignore unavailable to you. Want to Upgrade?

To: The Atheist who wrote (6285)	8/24/1999 9:08:00 AM
From: art slott	Read Replies (1) \| Respond to of 13157

TiVo and Replay face TV showdown By Tom Davey Redherring.com August 16, 1999 Fast-forward to 2005, when company names such as TiVo and Replay Networks are as dimly remembered as the Jack Parr Show. These two rivals have recently received a lot of ink as they've competed to capture consumer interest with their digital answers to the VCR. TiVo's recent filing for an $80 million public stock offering has spawned even more static. Patent lather Aether snags top client before filing for an IPO Cell networks explained Now, these companies may face the wrath of broadcast giants CBS (NYSE: CBS), Walt Disney (NYSE: DIS), News Corporation (NYSE: NWS), Time Warner (NYSE: TWX), and Discovery Communications. The broadcasters, concerned about how easily consumers can delete or bypass advertising, are threatening to sue TiVo and Replay unless they obtain licenses to use their programming. Ironically, some of these broadcasters are current investors in TiVo and Replay. The potential loss of ad revenue is real, say analysts. But the broadcasters' ability to do anything about it is not. "The precedent for video recording has already been set with VCRs," says Joe Butt, director of consumer technology research at Forrester Research (Nasdaq: FORR). He notes that a quarrel over the same issues with the emergence of the VCR 20 years ago ended in defeat for the broadcasters. Despite the new machines' more sophisticated means of bypassing ads, Mr. Butt thinks TiVo and Replay will come out unscathed. Vulcan Ventures hedges its bet on personalized TV. Two companies battle over the live TV recording market. Stay tuned for broadband on TV. FLOUNDER BOUND The real issue, he adds, is that the devices will flounder because of their high prices and narrow range of functions. Hardware costs of $500 to $700 plus a monthly service fee are unrealistic to expect from most consumers. Despite nifty features such as instant replay and slow-motion viewing of live broadcasts, the devices do not have removable storage, so they cannot replace a VCR; also, their recording time is limited to around ten hours. "These devices won't continue to exist in their current form," he says. "The technology will be bought and subsumed into something else." Consumer electronics giants such as Sony and Panasonic will combine the current functions with removable storage, gaming capabilities, and program guides into a single device. Motorola (NYSE: MOT) is already consolidating hard drives into set-top boxes. In the future, cable companies may give multifunction boxes away to consumers who subscribe to a large number of services. TiVo Replay Networks [ Advertisement ] Mobile computing and data warehouse markets are all the rage, or are they? Share your two cents on our message boards. As of: 08/24/99 05:56 PST DJIA 11299.76 +0.00 NASDAQ 2719.57 +71.24 S&P 500 1360.22 +0.00 AMEX 792.51 +0.00 TECH 250 2447.54 +44.98 IPO 100 3088.28 +139.31 Symbol Lookup FEATURED LINKS WEB AUCTIONS: OpenSite offers a Free Guide for business-to-business applications. TEKTRONIX COLOR PRINTERS: Brilliant color your business can afford. ERETAILING99.COM: Attend the world's largest gathering of online retailers. PEOPLESUPPORT: Premiere 24x7 customer care for leading e-businesses. CAREER CENTRAL: An email-based recruiting service targeting passive job seekers. OUR PARTNERS COPYRIGHT ¸ 1998 RED HERRING COMMUNICATIONS. ALL RIGHTS RESERVED. [DISCLAIMER] AND [PRIVACY STATEMENT]

To: The Atheist who wrote (6285)	8/24/1999 11:25:00 AM
From: art slott	Read Replies (1) \| Respond to of 13157

Convergence NEXT KILLER APP by: rpezi (39/M/NJ) 24028 of 24030 fnews.yahoo.com Aug 24, 1999 Internet: AOL, Excite@Home Gear Up for Next Killer App Eliot Walsh (8/24/99) In a rare opportunity to hear the latest digital diktats from two of the Internet's most influential and competitive players, America Online (NYSE:AOL - news) president Bob Pittman and Excite@Home (NASDAQ:ATHM - news) CEO Tom “T.J.” Jermoluk addressed media movers and shakers during two separate sessions of the Digital Household Summit II conference in New York last week. Both speeches, given last Tuesday and Wednesday morning, respectively, focused on the convergence of television and computers via emerging Internet technology, and heralded the renewal of the companies' race to dominate what they see as the next “killer app.” How killer, you ask? Paul Kagan Associates estimates that Americans will spend about $70 million on Internet TV in 1999. By 2008, the organization estimates that expenditure to be roughly $7.1 billion. ---------------------------------------------------------------------- Reese spoke at this session with Jermoluk.