One Nation Under IP

Are we headed the Japan way? A single super high-speed pipe into the home that carries all media forms over a simple, standard IP connection. It certainly seems probable, although the path to such a reality is by no means a straight line.

Who will make money from video over IP aggregation or distribution?…Microsoft is in a very compelling position from which to extract rent. You can already see a menu hierarchy within the media guide on Windows Media Player. Just last month, Microsoft agreed to pay $40 million to roll access to Major League Baseball video underneath its premium MSN services. That is direct proof that Microsoft sees itself as a key player in video over IP aggregation.”

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