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Published On: Mar 16, 2007 11:12 AM
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Published On: Mar 16, 2007 11:12 AM
Microsoft the leader if Internet Television? Bill REALLY needs to get out more...
On Xiaoyun
Road
Enroute to meet Mike at Momentum Asia
1630 hrs.
Enroute to meet Mike at Momentum Asia
1630 hrs.
"Gates
Forsees Chinese, Indian Competitors",
Reuters,
27 October 2005
Going through the pileup of reading and found this one that quotes Bill Gates as claiming that Microsoft is "driving the frontier" in Internet television.
Come again?
Granting full credit to Microsoft for making its Windows Media Player software ubiquitous (and ignoring for the moment the allegedly anti-competitive means Microsoft used to get there), this is so much reality distortion.
Microsoft may be "driving the frontier" of IPTV on the Microsoft campus and some very large homes on Lake Washington, but in China the role the company is playing is marginal at best. Unlike the personal computer industry, software is not the value-driver. Content providers, service providers, carriers, and even hardware providers are driving the industry far more quickly.
And even IF software were the value driver, WMP is hardly pushing frontiers. Not here, anyway.
Want to know who is?
Streaming21, with the infrastructure software to allow a carrier of broadcaster to deliver the product.
Shanghai Media Group, who is already playing with a technology that could seriously disrupt its core business, and might wind up (if the visionaries at SMG can beat the bureaucrats) creating a model for broadcasters to migrate to the web.
China Netcom, who among all of China's carriers still understands that broadband is the thing.
Shanda, who is producing a service that is the first step in making IPTV accessible to people in China's living rooms.
ZTE and Huawei lead the pack in the network equipment that is makes up the infrastructure for IPTV.
And for those of you watching the foreign firms that are really going to push the frontier in China, look at Intel to be driving the user platform through Viv, Hewlett-Packard's Services side to take the lead in system integration, Sony to lead in production and post-production, Time-Warner, Disney, and others in content.
Of course, this is even before we get into the mobile world, where Microsoft is even less a player.
Microsoft is not even on the radar screen among companies driving this market forward.
Going through the pileup of reading and found this one that quotes Bill Gates as claiming that Microsoft is "driving the frontier" in Internet television.
Come again?
Granting full credit to Microsoft for making its Windows Media Player software ubiquitous (and ignoring for the moment the allegedly anti-competitive means Microsoft used to get there), this is so much reality distortion.
Microsoft may be "driving the frontier" of IPTV on the Microsoft campus and some very large homes on Lake Washington, but in China the role the company is playing is marginal at best. Unlike the personal computer industry, software is not the value-driver. Content providers, service providers, carriers, and even hardware providers are driving the industry far more quickly.
And even IF software were the value driver, WMP is hardly pushing frontiers. Not here, anyway.
Want to know who is?
Streaming21, with the infrastructure software to allow a carrier of broadcaster to deliver the product.
Shanghai Media Group, who is already playing with a technology that could seriously disrupt its core business, and might wind up (if the visionaries at SMG can beat the bureaucrats) creating a model for broadcasters to migrate to the web.
China Netcom, who among all of China's carriers still understands that broadband is the thing.
Shanda, who is producing a service that is the first step in making IPTV accessible to people in China's living rooms.
ZTE and Huawei lead the pack in the network equipment that is makes up the infrastructure for IPTV.
And for those of you watching the foreign firms that are really going to push the frontier in China, look at Intel to be driving the user platform through Viv, Hewlett-Packard's Services side to take the lead in system integration, Sony to lead in production and post-production, Time-Warner, Disney, and others in content.
Of course, this is even before we get into the mobile world, where Microsoft is even less a player.
Microsoft is not even on the radar screen among companies driving this market forward.
Posted: Sat - November 12, 2005 at 07:28 PM