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Forums » Mark Cuban Laughs at Internet Video » Just a matter of time..
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« What he says isn't wrong.  
netengnr

join:2006-07-15
Atlanta, GA

Re: Just a matter of time..

en.wikipedia.org/wiki/FUD'

Fear, uncertainty, and doubt (FUD) is a sales or marketing strategy of disseminating negative (and vague) information on a competitor's product. The term originated to describe misinformation tactics in the computer hardware industry and has since been used more broadly. FUD is a manifestation of the appeal to fear.

FUD was used to describe IBM's sales tactics during the 80's with explosion and competition of the PC market.

Providers are in the process of positioning themselves to exchange encoded content. Not streaming video like CNN, but real traditional switched video content. The same stuff they would pull off a bird.

As far as the telcos not being serious about IPTV. AT&T (which is really just SBC if you want to get down to it) has bet the bank on IPTV. It is a recurring question from Wall Street analysts that is seriously affecting their stock price. The question to them is not if, but WHEN will they deliver. They must deliver or they will be screwed. Significant investments by the telcos doesn't put the projects in the disposable category. They must find a way to deliver video over wireline service.

Entire provider infrastructures are being overhauled at this moment to handle video. I'm not talking about the last mile either.

If the telcos can't deliver IPTV they will continue to lose market share at a rapid rate.

The lines are rapidly blurring between what is an MSO and what is an ILEC/CLEC/RLEC and don't expect it to get any clearer anytime soon.

The MSO are, again in my opinion, far better positioned to deliver IPTV over their networks. The point is they don't need to at the moment because the competition hasn't started to take away any market share.

1. The Internet is used to deliver some broadcast video content today and the magnitude will only grow with time. I would bet packet delivery networks will be the method of choice in the near future based on what is happening today in the background.

2. One of the top MSOs today uses IP for video delivery. Their video is in a IP data payload for a period of time on their infrastructure before it hits an edge QAM. AFAIK 100% of their video is encoded into an IP stream for a portion of it's life before it hits the customer.

3. Content providers will be using packet based networks to exchange content between super headends for delivery to their customers over national networks. Those packet based networks are the Internet.

These are my opinions and assessments based on what I'm seeing in the industry today and what I've been working on for the past couple of years.
fiberguy
My views are my own.
Premium
join:2005-05-20

Re: Just a matter of time..

When it comes to IPTV, there are various reason as to who and why they want it.

Telephone NEEDS it over copper because that's the only way they can deliver a video feed... data.

Cable WANTS it becuase it's the way of getting more capacity virtually over night for content. Cable, having a limited number of useable frequency could turn their pipeline from a limited resource to an unlimited resource. (Telco can too) But instead of saying "we can only deliver 250 channels" it's now endless channels.

(By the way, once you mention MSO, you are no longer talking about cable, so it's best to simply say cable... telephones are also becoming "mso's" as well. MSO originally was knows for Multi SYSTEM operator and now is also used to deonote a Multi SERVICE operator)

1) The problem is the internet becoming the delivery pipe for television content is that EVERYONE is going to want to put their video content down the same line. It will soon become a sea of everyone and their mothers wanting to be a "cable company"... it's not going to work at-all the way our internet is today. Again, it's an argument AGAINST net nutrality, once in which I agree. (the only one actually)

2) "One of the top MSO's" (cable operators) is Time Warner. It's still in a test phase and not their standard, yet. But like I said before. The reason telco is being given more of the press on IPTV is because it's all they have. Cable has been talking about it, as far as I can remember, back in 1998.. again, it's comcast and it's as far as "*I*" first heard of it.

3) "Content providers will be using packet based networks to exchange content between super headends " it's already happening.. it's called OnDemand.. and those networks are usually leased private lines such as the way Comcast is leasing dark lines from Level 3.

You are largly correct in what you are saying. Many people, however, are loosing sight of the history of things because stuff is changing so quickly that they forget certain events in the past. (Such as associating IPTV as a telephone technology)
Forums » Mark Cuban Laughs at Internet Video« What he says isn't wrong.  


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