Comments on: CES 2007 Summary

By: iPhone v2.0 is the Real Weapon at Nyquist Capital

iPhone v2.0 is the Real Weapon at Nyquist Capital — Tue, 16 Jan 2007 16:56:58 +0000

[...] Viewed in the context of last week’s CES, the iPhone’s greatest impact should be felt by incumbents. Why? The iPhone has enlightened consumers to the fact that existing mobile phone interfaces suck. But people are mistaken if they think a $599 iPhone is going to sell 10M units in 2008. It will take a $299 iPhone 2.0 to make this happen. [...]

By: Nikolay

Nikolay — Mon, 15 Jan 2007 02:52:20 +0000

I do not agree with the statement earlier that “anywhere there is a TV today there is coax. ” That is more likely to be the case in the States but is certainly not the case in Europe or Asia. Plus, the coax in many existing homes in the States is not in the “right” place — people used to have console TVs and the coax was positioned low on the bottom of a living room wall. Now TVs are going high up on the wall so the coax needs to move — break / drill the wall etc…

So, PLC, HPNA, and potentially wireless have application for the future media distribution in the home.

By: Andrew Schmitt

Andrew Schmitt — Sun, 14 Jan 2007 13:56:41 +0000

My nice new flatscreen is fed by HDMI from a cable box, as will most peoples. Wireless is pointless, as you will always need a power cord.

5Ghz must have a hard time penetrating walls…

By: synergysense

synergysense — Sun, 14 Jan 2007 08:24:33 +0000

I agree and this is certainly the US telcos thinking for the near term. With HDTV being a market driver, can you imagine a coax feeding your nice new big LCD flat screen hung up on the wall?

I wonder if the story around 5GHz for video and 2.4GHz for voice+data will do anything to 11n’s resilience.

By: Andrew Schmitt

Andrew Schmitt — Sat, 13 Jan 2007 22:23:52 +0000

I think the telcos/cablecos will go with Moca/HPNA because it is more deterministic than wifi. The fact is, anywhere there is a TV today there is coax.

By: synergysense

synergysense — Sat, 13 Jan 2007 21:03:05 +0000

“802.11n is now prime time”… do you believe .11n will eventually be used for in home video distribution or do you see PLC, HPNA, or MoCA sticking. EU Telcos are probably a bit more advanced in their thinking regarding .11n video distribution – your thoughts?

By: Jan

Jan — Sat, 13 Jan 2007 01:27:12 +0000

Love your list,

the only challenge I see is that quite a few of the above have lost on of the main participant, the consumer;

While Joe Sixpack might still be able to mount his 46″ LCD panel to his wall he is going to get lost connecting it to his ancient DVD player and his TiVo box.

To get VoIP, configure his home network or understand just the basics of ipTV he will either have to wait for the carrier to take control of his living room (as described in 7.) or call the Geek Squad (see http://janmeise.blogspot.com/2007/01/consumer-confusion-ces-2007.html)...

By: Silicon Image - Convergence Spoiler at Nyquist Capital

Silicon Image - Convergence Spoiler at Nyquist Capital — Fri, 12 Jan 2007 16:43:53 +0000

[...] Part of a CES 2007 Summary series. Click Here for a full archive. [...]

By: Low End LCD Suppliers Evolve at Nyquist Capital

Low End LCD Suppliers Evolve at Nyquist Capital — Fri, 12 Jan 2007 16:06:19 +0000

[...] Part of a CES 2007 Summary series. Click Here for a full archive. [...]