Yes - Google fiber has had a ripple effect but I wonder if this is unintended or genius.
Google is not going to make buckets of money from being a fiber to the home (FTTH) provider. They make their money by selling ads on the Internet and the higher the bandwidth speeds and more readily bandwidth happens to be across the country - the more ads on the Internet people will see and the more money Google will rake in.
Has their fiber installation in Kansas City and their planned systems in Austin and Provo caused other providers to roll out more upgrades in more areas? Yes. A great kick in the ass for fiber deployment.
Genius!
Monday, April 29, 2013
Wednesday, April 3, 2013
Microsoft May Sell MediaRoom
There have been lots of rumblings about Microsoft possibly selling their MediaRoom division to Ericsson. I think this move would make lots of sense for Microsoft for two big reasons.
1. The revenue of XBox sales and licensing (X-Box Live, etc.) dwarf the potential and existing revenue from sales of MediaRoom systems. Other middleware systems rightfully view Microsoft with a skeptical eye when it comes to integrating X-Box into their ecosystems as a set top box replacement or alternative - selling the division takes away this potential conflict. Same is true of their relationship with ATT U-verse - other MSO's may be more willing to work with X-Boxes as STB replacements when they know Microsoft is out of the "helping U-Verse" business.
2. I always believed that the architecture of MediaRoom was fatally flawed to begin with. Each stream or source has to be first "ingested" by MediaRoom before it can be presented to an end user. Even though the server footprint has been shrinking these past years it is still a massive investment and with adaptive bitrate it gets even worse.
1. The revenue of XBox sales and licensing (X-Box Live, etc.) dwarf the potential and existing revenue from sales of MediaRoom systems. Other middleware systems rightfully view Microsoft with a skeptical eye when it comes to integrating X-Box into their ecosystems as a set top box replacement or alternative - selling the division takes away this potential conflict. Same is true of their relationship with ATT U-verse - other MSO's may be more willing to work with X-Boxes as STB replacements when they know Microsoft is out of the "helping U-Verse" business.
2. I always believed that the architecture of MediaRoom was fatally flawed to begin with. Each stream or source has to be first "ingested" by MediaRoom before it can be presented to an end user. Even though the server footprint has been shrinking these past years it is still a massive investment and with adaptive bitrate it gets even worse.
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