To: B. A. Marlow who wrote (8145 ) 5/6/1999 3:45:00 PM From: Ed Perry Read Replies (2) | Respond to of 17679
.................." I t " .................... One thing I am reasonably certain about is that Ampex's efforts will not involve the set top experience. Some of us speculated about this last winter. It seems that the set top delivery is within the purview of the cable providers / portal providers. That is, if an AT&T needs it, it will buy / engineer / manufacture the needed capability so to speak "immediately." Possibly some issues regarding the use of digital technology patents, but of this I know not. More than likely, the Ampex "interactive experience" will involve serious application of streaming tech nology, archiving and on demand interactive. Essentially back end production, storage caching and content provider material. Another thing very likely is, if Ampex can deliver a "wower" within the near future (say the next six months), and as no-one else has, Ampex is building the vertical integration to do it, then whatever it is, this will set the next standard for the Internet animation and interactive video experience. Once "it" is observable and public, and the Internet does this in cyber time space, then everyone will want "it". Here, regardless of how one evaluates the cost of capital expended, the value of the patent portfolio, the present value of future revenue streams, these sums will pale when compared to the high stakes involved with the overall general convergence sums that the telco's and portals are competing for. That is, like the set top, if an AT&T needs it, it will buy / lease / rent the "interactive video experience" If it were Mitsu, they would copy it - sorry, cheap shot, Mitsu apparently did pay up something). CBS is hot candidate for this an "on demand" interactive video experience affiliation. However so is Disney-ABC and GE-NBC. Each of the surplus rich broadcast network providers has a real strategic interest in positioning their organizations for survival and a piece of future Internet profits. Ed Perry