Building Up TiVo: Heightened expectations for TiVo subscriber growth in wake of CBS "60 Minutes" broadcast
(20MAR01) (Yahoo.Variety)(related.link)
Variety quotes Deutsche Banc Alex Brown analyst Peter Ausnit as stating, "TiVo has a corner on this space but hasn't
demonstrated its ability to meet projections or presented a path toward profitability. In fact, it continues to burn cash at
an incredible rate." For those of you who buy stock, Variety reports Ausnit says TiVo gets an "underperform" rating
(although Ausnit really believes in PVRs) while Sutro analyst David Miller gives TiVo a "buy" recommendation. You can
click here for another article regarding
Ausnit's "underperform" rating for TiVo.
Related On DSL Repeating History: Telocity's Vicki Foshee discusses DSL changes, innovations, and telephone history
(20MAR01) (ISP-Planet)
Telocity service deliver senior vice president Vicki Foshee writes, "History does, in fact, have a propensity to repeat itself:
several factors have created a demand for DSL unforeseen by the same local telephone companies that failed to predict
the boom in dedicated dial-tone service [in moving from shared telephone party lines] some 30 years ago. These factors
include the growth in Internet usage, the affordability of personal computers, corporate acceptance of telecommuting and
the desire to quickly navigate the Internet from home."
Blockbuster Versus Hollywood: Movie studios don't want to see a dominant Blockbuster in the developing
broadband video-on-demand market (19MAR01) (BusinessWeek)
Business Week (BW) quotes a top Hollywood movie studio executive as stating, "We didn't like their business model.
We didn't like their terms. We basically didn't like them." BW also quotes Disney strategic-planning
operation chief Peter Murphy as stating, "We intend to be Blockbuster." BW reports Blockbuster will play hardball with
the movie studios: "Namely, if a studio wants Blockbuster to carry its videos and DVDs [in Blockbuster stores], it will have
to let Blockbuster in on distributing its flicks over the Internet as well."
Hollywired 2001: "Tomb Raider" movie premiere will mark the official commencement of the Napsterization of the
movie business (April2001) (YIL)(alt.link)
The link actually goes to the Yahoo Internet Life (YIL) website. You'll have to go out to your local newsstand and get the April 2001 issue of the Yahoo Internet
Life
print magazine so you can read the "Hollywired 2001" articles on "The Next Picture Show," "Confessions of a Would-Be Movie
Pirate," "Flicks to Click," "Will The Toons Inherit The Earth," and "Tinseltown for the Taking."
There's also a two-page "Tres Jolie" article on Angelina Jolie who is the cover girl for the April issue and who
is to appear in the new "Tomb Raider" movie to premiere in June 2001. The first article on "The Next Picture Show," which
discusses pay-per-view and subscription movie services on the internet, also mentions the "Tomb Raider" movie and quotes an
unnamed digital Hollywood chief executive as predicting the "Tomb Raider" movie "will be the single most pirated movie in the
history of the world." In response to that statement, YIL magazine comments, "With that release [of the "Tomb Raider" movie], the
Napsterization of the movie business will have officially commenced."
Content Packaging For Broadband Snacking: Ernst & Young's "Business Redefined: Connecting
Content, Applications, and Customers" report says broadband households "consume" 20% more entertainment time
(19MAR01) (PRN)(alt.PDF)(related.link)
The news announcement quotes one CEO as stating, "Broadband is snacking technology. With broadband's convenience you
will eat more." Another CEO is quoted as stating, "Technology will fundamentally reshape the way content can be delivered and
stored." The new report from Ernst & Young and Cap Gemini Ernst & Young discusses "Content Packagers" where "cable
and satellite companies ... are introducing content-on-demand, manufacturers of set-top boxes who allow viewers to define the
content they want and strip out programs and advertising they don't, and online exchanges for businesses and consumers." In
the related link, which also covers the same report, yet another CEO is quoted as stating, "People need Content Packagers
because they can't find the content they want and don't trust the content they find."