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Intel Corporation Message Board

  • wallisweaver wallisweaver Sep 29, 2013 7:25 PM Flag

    What Old Investors Don't Understand About Web TV

    Old investors think that Intel is trying to get into the TV business. It's not true. The TV business is coming to Intel. On devices.

    ***

    From a Time Magazine article by Rana Foroohar called, "The End of TV as We Know It":

    The Message is from the Medium

    Old School: Some 90% of video viewing last year was done on TV sets, but that share is projected to plummet in the next decade.

    New School: PCs, tablets and smartphones - along with smart TVs and streaming devices - are expected to capture 49% of viewing in 2020.

    ***

    So, it's really about video viewing on devices and this trend cannot be stopped. It's also substantially a younger generation thing and this is why old investors just don't get it.

    I applaud Intel for making a concerted effort to tap into this trend. Hopefully they will get things worked out. The people who are complaining about Intel being involved in Web TV are the same ones who would be throwing rocks later if Intel missed the trend.

    This trend is being likened to the Internet gutting landlines and then print. Broadcast TV is simply next up. 49% will be on devices by 2020. Intel would have been silly not to have attempted to jump into this trend.

    Old investors need to get their heads out of their rear ends and go spend some time with the younger generation if they want to stop being totally out of touch.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • What horse manure. This isn't about old investors vs young investors, its about who controls the critical assets needed to compete in the live TV business. In this case the critical assets are content, distribution and subscriber mind-share. Cable and satellite operators have it for live TV. Netflix, Amazon, Vudu and others have it for recorded material plus they have presence in every Blu-Ray player and Smart TV ever sold. Intel has zero content, zero subscribers and zero distribution.

      They made a set-top box and GUI. So what? Everyone in the industry has these and they all can update their solutions to offer more features and flexibility. There is no rocket science to video streaming today, its commodity technology available to anyone with a checkbook. In the time Intel has been talking about Web TV Netflix added the ability to create individual viewing profiles for each family member, and they did it with a simple software adjustment and without spying on anyone.

      The problem with Web TV is that its run by a team with no senior business experience and obviously no experience competing in the big league cable or direct broadcast satellite industry. After several years of this effort the Media Group is just now discovering the range of competitive moves the incumbents have available to them all which was easily known to those in the business. This level of inexperience is simply unacceptable and any experienced management team would fire them on the spot.

      • 1 Reply to sanddollars586
      • "What horse manure. This isn't about old investors vs young investors, its about who controls the critical assets needed to compete in the live TV business."

        [No, it's about old investors who don't understand technology vs the power of the Internet to grind inefficient business models into powder. The TV business is made up of content providers and distributors. The Internet is in the process of making the old distributors irrelevant. Everything is moving to IP TV. You can deny it all you want, but it's going to happen and it's already happening. If Intel doesn't do it then someone else will. But your beloved cable companies and other distributors are hemorrhaging subscribers at an alarming rate. What are you going to do, hammer the bejesus out of every company that's involved in these efforts? Because it's not just Intel. It's the trend, bro. It's just what the Internet does. You can either get out of the way or it will roll up one side of you and back down the other. You want to conclude that a specialized and expensive delivery system has to win out when it doesn't have a chance up against the ubiquitous, lowest common denominator Internet delivery system. The cable companies will either evolve into Internet delivery companies or they will perish. Either way the forces have all been put in play. We know how this is going to end. The only thing we don't know is exactly how long it will take.

        Since delivery to TV sets is going to be delivery to devices, Intel has to take control of as much of the process as possible. Kudos to them for taking a very aggressive approach to the ecosystem in which all of this takes place.

        Your criticisms have dropped from any semblance of being issue-based and are now nothing but name calling and character assassination. You have a clear bias that makes it worthless to read any of your evaluations. And now you have gotten just plain nasty. Give it a break.]

    • Another quote from the Time article:

      "While cable companies and networks bicker, consumers are staging a video revolution."

      • 1 Reply to wallisweaver
      • Old investors think that Intel is trying to get into the TV business. It's not true. The TV business is coming to Intel. On devices.

        ***

        From a Time Magazine article by Rana Foroohar called, "The End of TV as We Know It":

        The Message is from the Medium

        Old School: Some 90% of video viewing last year was done on TV sets, but that share is projected to plummet in the next decade.

        New School: PCs, tablets and smartphones - along with smart TVs and streaming devices - are expected to capture 49% of viewing in 2020.

        ***

        So, it's really about video viewing on devices and this trend cannot be stopped. It's also substantially a younger generation thing and this is why old investors just don't get it.

        I applaud Intel for making a concerted effort to tap into this trend. Hopefully they will get things worked out. The people who are complaining about Intel being involved in Web TV are the same ones who would be throwing rocks later if Intel missed the trend.

        This trend is being likened to the Internet gutting landlines and then print. Broadcast TV is simply next up. 49% will be on devices by 2020. Intel would have been silly not to have attempted to jump into this trend.

        Old investors need to get their heads out of their rear ends and go spend some time with the younger generation if they want to stop being totally out of touch.

 
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