IPTV is another area that I have been tracking for a while. I read recently that Cisco bought Scientific-Atlanta for close to $7 billion. I wasn’t as exasperated as when I read that eBay bought Skype for a total of more than $4b, because I think I know the direction where this is headed, and it has more potential that what eBay might do with Skype ! Scientific-Atlanta is a well known hardware, STB, dish provider in the IPTV world, and amongst others ,has good in-roads in delivering equipment to SBC for their IPTV trial (if I recall correctly, having partnered with Alcatel). First let’s talk about IPTV in general and if I think it will ever see light of day in terms of earning profits. After all, most of us who have gone through the last downturn of all things IP have grown to be more cynical about anything that does not make money yesterday. In addition, it is much easier to say ‘Gee, I don’t think it really is going to work’ vs. trying to lay out a vision saying ‘Here is why it will work’ and ‘here is how to do it’. So I am going to
(Read More…)







