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Rovi Corporation Message Board

  • emerald_islerr emerald_islerr Feb 13, 2013 10:32 AM Flag

    Intel Beats Apple's iTV To The Punch

    From the above article, I wonder is Intel the Rovi Entertainment Store buyer...interesting connection to Apple in this article also.

    "Intel brought in Erik Huggers, who had previously launched a high profile internet based service and app called iPlayer at BBC. Huggers hired a dream team from companies such as Apple, Microsoft and Rovi.

    Intel’s history in TV boxes is one of failures. Some readers may recall failed efforts like Logitech’s Revue based on Google technology that used TV optimized chips from Intel. In 2011, Intel closed its retail TV business.

    In spite of Intel’s past failures, there is precedence of success in Xbox. Microsoft, a software company, ended up producing a hugely successful device in Xbox.

    Intel is not only producing a TV set top box, it plans to provide streaming content over the internet. Intel will be competing not only with cable providers such as Comcast, but also with the likes of Netflix and Hulu Plus.

    There is no way to know if this time will be a charm for Intel in the TV business. However, Intel does bring some advantages and the effort is worthwhile. The Intel name is not only well known to consumers, it is a well-respected name. Content providers are wary of Apple; they saw what Apple did to the music business and they do not want to make the same mistake again. Content providers are likely to welcome a major technology firm such as Intel with open arms just to make sure Apple does not become dominant in providing video content. For this reason, I have recommended to my subscribers a small starter position in Intel.

    Will Intel ultimately become a threat to Apple iTV? One thing is for sure, Intel has beaten Apple to the punch by announcing the service."


    Sentiment: Strong Buy

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    • "Intel won’t be offering “a la carte” programming, either. In other words, expect bundled programming like those offered with other major TV packages. But Huggers’ pitch is for a better bundle, smarter and more well-curated. “If bundles are bundled right … I think there is real value in that,”

      "the largest sticking point of all is, it isn’t a “value play” by Intel, as Huggers put it. Meaning it won’t necessarily be cheaper than any of the existing offerings in the field."

      "biggest marketing point is also Intel’s most difficult sell: The built-in camera that comes with Intel’s new mystery box. It watches your movements and TV viewing habits with the aim of personalizing the way your household watches television — not to mention being much more helpful to those in the ad biz doing the targeting."

      • 1 Reply to stu19662000
      • Rob Stone - Cowen and Company
        Hi guys. First question, what does it mean for you guys that Intel wants to be in the service provider business?

        Tom Carson
        Not sure. There’s a lot of people that want to be in the service provider or the CE business and they certainly all can have an impact. From where we sit, generally speaking what we typically say is that for us it comes down to is somebody going to use our product or is somebody going to use and pay for our intellectual property? So that’s really what it boils down to for us. So generally speaking when we get those kinds of questions, some of the people will be a customer of ours for our products and services or somebody could be a licensee of ours.

        So I’m not sure exactly what they want to do or how they want to do it, or where they’ll go with it but they’d probably fall into the licensing category would be my guess if it’s the type of things that we do in the guidance space. In which case they’ll end up like Google with the Google Fiber Initiative, and that’s very exciting for us. They’re a customer [that we would like to reveal].

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