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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: TimF who wrote (21590)	5/24/2007 2:00:42 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 46821

Hi Tim. You are essentially addressing the same question that I raised initially by asking: "What type of legal protection is that, and how is it supposed to be applied to the display of web pages?" Let's try another approach. Yesterday, as if made to order, I came across the article below in Light Reading's daily newsletter. Apply my earlier question now to the television screen in your living room for the presentation part, and for the transport part, the cable or telco operator's bandwidth between your home and the head end or CO, for which you pay a monthly fee for the carriage of "content" and other communications services into, and in a more limited sense, away from, your home: -- RGB Takes On Terayon Jeff Baumgartner \| Cable Digital News MAY 21, 2007 RGB Networks Inc. has launched a suite of "digital overlay" applications for its Broadcast Network Processor (BNP) platform that will allow cable operators and their advertisers to create and change targeted spots in real-time and in the digital domain. According to RGB, the app can directly overlay text, graphics, and motion video onto more than 500 TV ads simultaneously. Costs linked to the creation or changing of ads are greatly reduced because everything is digital and done on top of the program being played out. Complete article: lightreading.com ------ Another: Targeted Ads, 2; Speeds & Feeds, 0 Raymond McConville \| Light Reading MAY 23, 2007 BOSTON -- Telecom 2.0: The Collision of Content & Communications -- Video service providers, telco and cable alike, are always bragging about which has the better network. But it could come down to more advanced applications and content to decide who survives the battle for the living room. One potential application that could both improve the user experience and increase service provider revenue is targeted advertising, according to panelists here at a Light Reading session at the JP Morgan Technology Conference. "Relying entirely on the subscriber leaves about 50 percent of revenue on the table. You need to seek non-user-generated revenue sources," said Matthew Marnik, director of marketing for Juniper Networks Inc. (Nasdaq: JNPR - message board). To do this, telcos entering the market need to exploit more advanced methods of advertising, sort of like what is happening on the Internet with companies like Google (Nasdaq: GOOG - message board), says Marnik. Complete article: lightreading.com ------

To: TimF who wrote (21590)	5/27/2007 4:41:32 PM
From: Frank A. Coluccio	Respond to of 46821

A Future for Newspapers [FAC: I came across this piece in the emailed edition of the Gilder Friday Letter of 5/25/07 gilder.com After I read this article the first time, and then a second, and then a third, it strikes me that one of its underlying tenets begins to look eerily familiar. Doesn't it? I wonder ... Enjoy!] Andy Kessler (5/24/07, Wall Street Journal): A Future for Newspapers New technology is mucking up the media, and newspapers seem to be taking the brunt of it. Craigslist and eBay took away classified ad sales, direct advertisers are allocating budgets to search engines and circulation is receding faster than Bruce Willis's hairline. Investors seem to prefer the safety of television broadcasters and cable companies, with their nice, government-mandated franchises and pipes that reach directly into homes. Media, after all, is about owning a pipe -- some conduit between the creation of news or entertainment and the eyeballs that consume it. Media companies sell the owners of those eyeballs lots of things we weren't even sure we needed. The higher the ad rates, the better the business. The pipe reaches the consumer directly, keeping competition at bay. The tighter the pipe, the less the competition. For broadcasters, the pipe is spectrum given or bought from the Federal Communications Commission under the guise that spectrum is scarce. For cable operators, it is often the sole cable franchise in a town. For phone companies, it's those regulated copper wires, some of which are so old they have Alexander Graham Bell's teeth marks in the insulation. And newspapers? Where's the pipe? What conduit to readers do they control? Well, there is the guy that drives up and somehow misses your driveway every morning. Or the sidewalk newspaper dispenser where the homeless man buys one copy and steals the rest so he can peddle them on street corners. So unless you are the only paper in town (ask Warren Buffett how much he makes on monopoly papers like the Buffalo News), there is not much of a pipe to control. Instead, reputation, quality news gathering, trust and credibility maintain the franchise, something The Wall Street Journal and the New York Times enjoy on a national level and the Washington Post and others have locally. But so what, it's all over, right? The Internet has destroyed newspapers' business model. If Google News doesn't kill them, blogs certainly will. Hmm, maybe not so fast. Last I checked, the Star Trek Holodeck, despite a Wikipedia entry, is still fiction. No one is teleporting a newspaper to your home anytime soon. Unlike music which can be copied once and stolen a million times, newspapers live in the material world. Thankfully, as an author, it's the same for books. Even a 30-inch screen can't match the readability of what cheaply spits out of a printing press ?. Read Andy's Complete Commentary: andykessler.com ------