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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (5194)	9/13/1999 6:22:00 AM
From: elmatador	Read Replies (1) \| Respond to of 12823

Regarding applications and services not yet developed: CONTENT OWNERS THINK BANDWIDTH SHOULD BE FREE. INFRASTRUCTURE OWNERS THINK CONTENT SHOULD BE FREE. That's what has to be sorted out before this broadband thing takes off. Most of the revenue from the bandwidth-hungry multimedia goes to the content owners in the form of copyrights. The figures (otherwise you'd say its is fluffy): the estimates for cable television revenues year 2004 ECU 17bn. (one ECU is about a US$) The cable operators' revenue from multimedia services will amount to no more than ECU 4.3bn, but this relatively low figure is accounted for by the fact that most of the money they will be collecting from subscribers will be passed on to service suppliers, copyright holders and the like. Source: UK consultancy Analysys and French consultancy Devotech in a recent report Obvioulsy the big stake holders, the content-owners, have much to profit from VOD than the owners of the infrastructure. But you don't see them rushing to put their content on serves and having users accessing them over the networks. What you are seeing is those guys selling their content over this new DVD format. Just as a replacement for the VCR tapes. Conclusion I don't expect the content to come from Video On Demand. I think it will come from the 'Silicon Coackroaches'. These enterprise applications and e-commerce will gobble all the bandwidth that we can throw at it.