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Viewing report
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Picking Winners in On-Line Entertainment: Disney, Microsoft & Intel
In-Stat/MDR, March 2004, Pages: 62
Our research indicates that there is a good possibility that Hollywood's current, profitable "packaged goods" business model will soon be feeling the effects from on-line services. On-line services, which charge $5 for a movie, may drive an across-the-board decline in retail selling prices for DVDs.
Our analysis points to Disney, Microsoft and Intel being winners in the world of Electronic On-Line Entertainment. Disney's MovieBeam service uses innovative PUSH technology to deliver Video-on-Demand at low cost. Microsoft's Windows Media Division has coverage of all key areas. Intel's mobile technology will make laptop computers "portable entertainment" systems.
Small companies that are poised to provide disruptive technologies or business models include Akimbo, Euclid Discoveries, Synacor, and thePlatform.
By the end of 2008, we expect over 280 million consumers will have equipment to make their own "Media," and over 247 million will be connected to Broadband connections. Even if only a few percent use on-line services, the impact on "packaged goods" will be great.
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