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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (289)	10/18/2000 12:17:06 PM
From: ahhaha	Respond to of 24758

You either get the crazy quilt of operators which ended up in TCI during CATV or an operator like WIN must undergo the tremendous cost of build out. They have the option to buy smaller operators that presumably will become of sufficient mass to be bought, but that will cost even more. In either of these strategies the cost per hook is twice that of HFC. Can the extra bandwidth be used yet? My PC can't handle the throughput. You need STBs which are not in currently in design. So how can the cost be justified when the sub rate for HFC is advancing at a snail rate? How can LU afford to be involved? If ATHM can't make money, then it's hard to see how valued added services at 10 or 100 mbps can. You still haven't addressed infrastructure issues. What throughput demand could develop if WIN's most optimist expectation is realized, the one that shows they will avoid bankruptcy for 10 years?

To: Frank A. Coluccio who wrote (289)	10/18/2000 4:14:30 PM
From: Ahda	Respond to of 24758

However is is done the end result is the public choice. On2's V-Community suite of products include ``V-Mail,'' video email; Video Sharing, which allows users to create and post video to their own video home page, and ``TalkBack'' shows, which are content specific interactive video programs. All these products use On2's state-of-the-art technology, which enables full-screen, full-motion, TV-quality video at data rates as low as 200 Kbps. Survey participants visited the On2 site and, using the demo there, were asked about their preferences. Respondents clearly favored an ISP that would offer such video-based products: 97% expressed the desire for Video Sharing and ``V-Mail,'' and 94% wanted ``TalkBack'' shows. Moreover, more than half of the participants would switch ISPs to get these products: 66% would switch to get ``V-Mail''; 64% would switch ISPs to get Video Sharing, and 55% to get ``TalkBack'' shows.