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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 (9302)	11/26/2000 12:07:25 PM
From: ftth	Read Replies (1) \| Respond to of 12823

Hi Mike, yes VoD is a separate issue from data modems today, but there may evolve 2 flavors of VoD: one for viewing movies (say 2 hrs continuous, uninterrupted) via your set top and the other for viewing relatively short, lower resolution, lower frame rate clips (but better than the so-called video clips you can download now) of just a couple minutes via a data modem, viewed at your PC. The second one isn't really here yet, so we'll ignore it for this discussion. But generically, in either case, it suffers similarly performance-wise when take-rate and simultaneous users go beyond the acceptable limits. nVoD is much easier to support in that sense because it is no where near as granular and doesn't support the VCR-like functions. I'm not very familiar with what's going on in the experimental deployments of VoD w/r/t architecture and equipment, so maybe someone else that is familiar could comment. My guess would be that they won't go much beyond experiments until major infrastructure changes are impemented. It would also seem that users will be MORE sensitive to degraded quality of service w/ VoD because interruptions in the quality will be obvious (i.e people have preconceived notions of the quality of a movie delivery), whereas there is more leeway in the quality perception when comparing to best-effort internet traffic for data (excluding the "type 2 VoD" I mentioned earlier).

To: MikeM54321 who wrote (9302)	11/28/2000 3:11:47 AM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Mike, I'm very curious as to your thoughts about this as I'm trying to get a handle on whether or not VOD is for real as this will have a major impact on the players such as; SEAC, Though not addressed to me, I'll chime in. The widespread acceptance of VOD depends on 1) disposable time, 2) disposable income, 3) lack of compelling alternatives, 4) truck rolls and 5) the corporate will to provide high quality offerings. I'm not holding my breath on this one. Especially here in Qworst country. Uncle Joe ain't goin' there. Best, Ray