
Which makes the long piece (a 13-page print-out) Roger Ehrenberg has written very timely indeed.
If all the content now and in future available via iTunes is easily brought onto the big screen in the living room, then a major tipping point has been reached.
Ehrenberger opens thus: "Apple. Microsoft. Sony. The Big Three. Google. Netflix. BitTorrent. Tivo. Etc., etc., etc. Who doesn't have a strategy for participating in the bright new world of IPTV? It's real, it's inevitable, and it's happening, and it's sure to be one of those technologies that disrupts industries where only the quick, savvy and visionary survive. This discussion is currently taking places across two key dimensions:
What is the potential impact of IPTV on traditional media and distribution? There are almost too many questions to answer when you think about the potential impact of IPTV on industries like cable, satellite, network TV, movies, sports and gaming.
Who is best positioned to win in an IPTV-enabled world? Do people want a single, easy-to-use platform for managing all things audio and video? What about gaming? Is this a separate decision or an integrated decision when choosing an IPTV platform? Which players are best positioned to take advantage of their existing installed base? Is it Apple via iPod and iTunes? Microsoft via Xbox 360 and Windows Media Center? Or maybe Sony with the high-octane blu-ray PS3? Google doesn't seem to think this IPTV business is a very big deal, and is focused on cutting deals with the cable companies and providing both text and video search.
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