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	<title>A Lensman always goes in &#187; broadcom</title>
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	<link>http://steveblum.santacruzgeeks.com</link>
	<description>Tellus Venture Associates: management and biz dev consulting for digital media start-ups.</description>
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		<title>Tweets from Showstoppers at CES, 8 January 2009</title>
		<link>http://steveblum.santacruzgeeks.com/2009/01/08/tweets-from-showstoppers-at-ces-8-january-2009/</link>
		<comments>http://steveblum.santacruzgeeks.com/2009/01/08/tweets-from-showstoppers-at-ces-8-january-2009/#comments</comments>
		<pubDate>Fri, 09 Jan 2009 07:59:23 +0000</pubDate>
		<dc:creator>Steve Blum</dc:creator>
				<category><![CDATA[Tellus Venture Associates]]></category>
		<category><![CDATA[autonet ces]]></category>
		<category><![CDATA[broadcom]]></category>
		<category><![CDATA[consumer electronics show]]></category>
		<category><![CDATA[cruisecast]]></category>
		<category><![CDATA[fyretv]]></category>
		<category><![CDATA[meebox]]></category>
		<category><![CDATA[plasticlogic]]></category>
		<category><![CDATA[raysat]]></category>
		<category><![CDATA[showstoppers]]></category>
		<category><![CDATA[tikitag]]></category>
		<category><![CDATA[via technologies]]></category>

		<guid isPermaLink="false">http://steveblum.santacruzgeeks.com/?p=91</guid>
		<description><![CDATA[

New adult IPTV platform Fyretv.com sez 5K subs at launch a month ago, 27K more signed up &#38; waiting for equipment. STB, basic lineup: $10/mo. Some biz models are recession proof.
HD downloads caching on 1GB USB stick on Fyretv roadmap. Subs buy content but store it on Fyretv servers.
Fyretv OEMs STBs in China: Broadcom 7401 [...]]]></description>
			<content:encoded><![CDATA[<div id="attachment_120" class="wp-caption aligncenter" style="width: 510px"><img class="size-full wp-image-120" src="http://steveblum.santacruzgeeks.com/files/fyre.jpg" alt="fyre" width="500" height="375" /><p class="wp-caption-text">Ask yourself: what would Mick Jagger do?</p></div>
<p style="text-align: center">
<ul>
<div id="attachment_114" class="wp-caption alignright" style="width: 199px"><img class="size-full wp-image-114" src="http://steveblum.santacruzgeeks.com/files/fyretv.png" alt="FyreTV.com set top box. All the standard gozintas and gozoutas, plus USB for expandability. But not for content storage." width="189" height="160" /><p class="wp-caption-text">FyreTV.com set top box. All the standard gozintas and gozoutas, plus USB for expandability. But not for content storage.</p></div>
<li>New adult IPTV platform <a href="http://www.fyretv.com">Fyretv.com</a> sez 5K subs at launch a month ago, 27K more signed up &amp; waiting for equipment. STB, basic lineup: $10/mo. Some biz models are recession proof.</li>
<li>HD downloads caching on 1GB USB stick on Fyretv roadmap. Subs buy content but store it on Fyretv servers.</li>
<li>Fyretv OEMs STBs in China: <a href="http://www.broadcom.com">Broadcom</a> 7401 chip, mostly text &amp; menu-based inhouse user interface on Linux kernel. No content storage, streaming only. Miami HQ, headend in Dallas colo.</li>
<li><a href="http://www.tikitag.com/">Tiki Tag</a> puts RFID chips on cheap stickers, lets you attach metadata to your stuff, makes smart biz cards.</li>
<li><a href="http://PlasticLogic.com">PlasticLogic.com</a> large format ebook reader, made out of plastic. Very cool. Unfortunately, not on market until 2010.</li>
<div id="attachment_95" class="wp-caption alignright" style="width: 235px"><img class="size-medium wp-image-95" src="http://steveblum.santacruzgeeks.com/files/plasticlogic-225x300.jpg" alt="Coolest e-book reader to date. Too bad I can't buy it for a year. At least." width="225" height="300" /><p class="wp-caption-text">Coolest e-book reader to date. Too bad I can&#39;t buy it for a year. At least.</p></div>
<li><a href="http://www.cruisecast.com/">AT&amp;T CruiseCast</a> is Sat TV to cars. 22 channels now, via 20 cm x 10 cm mechanically tracking antenna on car roof.</li>
<li>CruiseCast runs off Intelsat Ku bird, managed by RaySat. In aftermarket now, targeting auto OEM eventually.</li>
<li>CruiseCast competition: digital broadcast TV, mobile phone carriers, recorded content. How much backseat video is enough?</li>
<li><a href="http://www.via.com.tw/">Via Technologies</a> is another player in the netbook game. Product looks good, not game changing.</li>
<li><a href="http://www.compositor.com/specifications/MeeSeries/specs_meebox.html">MeeBox</a>. Home media center, 1TB storage with 1TB backup, does the usual movies, music, etc. thing.</li>
<li><a href="http://www.autonetmobile.com/">Autonet</a> aggregates many cellular data carriers into single service, provides more robust Internet access in car. Biz play.</li>
<li><a href="http://www.hp.com">HP</a> showing netbooks. Product is pretty ordinary, but brand will carry it just fine.</li>
</ul>
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		<title>Live from CES Unveiled, pre-press day, Tuesday 6 January 2009</title>
		<link>http://steveblum.santacruzgeeks.com/2009/01/06/live-from-ces-unveiled-pre-press-day-tuesday-6-january-2009/</link>
		<comments>http://steveblum.santacruzgeeks.com/2009/01/06/live-from-ces-unveiled-pre-press-day-tuesday-6-january-2009/#comments</comments>
		<pubDate>Wed, 07 Jan 2009 07:59:58 +0000</pubDate>
		<dc:creator>Steve Blum</dc:creator>
				<category><![CDATA[Tellus Venture Associates]]></category>
		<category><![CDATA[apple computer]]></category>
		<category><![CDATA[asus]]></category>
		<category><![CDATA[blaupunkt]]></category>
		<category><![CDATA[boxee]]></category>
		<category><![CDATA[broadcom]]></category>
		<category><![CDATA[CEA]]></category>
		<category><![CDATA[CES]]></category>
		<category><![CDATA[consumer electronics show]]></category>
		<category><![CDATA[hd radio]]></category>
		<category><![CDATA[igo]]></category>
		<category><![CDATA[Intel]]></category>
		<category><![CDATA[lenovo]]></category>
		<category><![CDATA[msi]]></category>
		<category><![CDATA[novatel wireless]]></category>
		<category><![CDATA[powermat]]></category>
		<category><![CDATA[sigma]]></category>
		<category><![CDATA[truphone]]></category>

		<guid isPermaLink="false">http://steveblum.santacruzgeeks.com/?p=38</guid>
		<description><![CDATA[Last to first, real time tweets from Las Vegas&#8230;

Tethering is deciding battle between mobile carriers &#38; CE industry. CE guys don&#8217;t get it, think it&#8217;s a tech problem. It&#8217;s the money!
Novatel Wireless hasn&#8217;t signed any carriers yet. Expects to Real Soon Now. If they do, it&#8217;s a significant market signal re tethering.
Novatel Wireless also into [...]]]></description>
			<content:encoded><![CDATA[<p><strong>Last to first, real time tweets from Las Vegas&#8230;</strong></p>
<ul>
<li>Tethering is deciding battle between mobile carriers &amp; CE industry. CE guys don&#8217;t get it, think it&#8217;s a tech problem. It&#8217;s the money!</li>
<li>Novatel Wireless hasn&#8217;t signed any carriers yet. Expects to Real Soon Now. If they do, it&#8217;s a significant market signal re tethering.</li>
<li>Novatel Wireless also into tethering. Selling gizmo combining mobile data card, embedded Linux, WiFi tethering. Serves 5 users at once.</li>
<li>Blaupunkt has Internet car radio. Needs tethering-capable mobile phone. Don&#8217;t count on mobile carriers cooperating with the biz model.</li>
<li>Buzzword Alert! iGo makes travel adaptors. Nice, same sh** different year. But now <em>(pause for effect &amp; wink knowingly)</em> &#8220;we&#8217;re green&#8221;.</li>
<li>Boxee talking to Sigma &amp; Intel. Broadcom reportedly doesn&#8217;t care yet: he who is last is lunch.</li>
<li>Boxee vs AppleTV. Good interfaces. AppleTV tied to iTunes. But</li>
<li>Boxee runs on an AppleTV &amp; pisses off Steve Jobs. Great business model!</li>
<li>Boxee runs on 1 GHz processor or better now, working towards reducing code to run as embedded app with less horsepower.</li>
<li>Boxee managed $4 mil in VC financing last month. In this market that&#8217;s like winning the Nobel prize. Nobody gets funded these days.</li>
<li>Boxee runs on Mac, Windoze, Linux. Takes content from all sources, including your computer. Puts it on TV. TV, photos, music, whatever.</li>
<li>Boxee only potential disruptor at this press event. Open source media center software. Takes content from everywhere, puts it anywhere.</li>
<li>HD Radio has neat idea. Listen to song on radio, push button, tag song, sync with iPod, buy song from iTunes. GPS integration too.</li>
<li>Lenovo on same track as MSI, good not revolutionary. When you have a hot category, take market share, not press clips I guess.</li>
<li>MSI Wind product looks good, not game-changing. WiFi, but no WiMAX. When I asked, PR person thought WiMAX was a kind of hard drive.</li>
<li><img class="alignright size-medium wp-image-48" src="http://steveblum.santacruzgeeks.com/files/asusswivelnetbook-300x225.jpg" alt="asusswivelnetbook" width="300" height="225" />ASUS has best new stuff. Love the netbook with the swivel screen. Turns into a tablet PC or e-reader. Under 1kg. WiMAX on roadmap.</li>
<li>Three netbook makers pushing hard at CES: MSI, ASUS, Lenovo.</li>
<li>CES Unveiled, big turnout nice buffet. Open bar, but Powermat display has bigger line. This crowd is fueled by electrons, not booze.</li>
<li><img class="alignright size-medium wp-image-49" src="http://steveblum.santacruzgeeks.com/files/jonneyshih-300x225.jpg" alt="jonneyshih" width="300" height="225" />Make that ASUS chairman Jonney Shih.</li>
<li>@jodrell Truphone Anywhere uses GSM to make a plain old mobile voice call to a voip portal. Nice but not mobile voip.</li>
<li>Microsoft guy unveils a rad new concept: voip. Next hot idea from Redmond: padded laptop cases!</li>
<li>ASUS hot on WiMAX, introing a 512GB solid state drive</li>
<li>ASUS press conf packed, already learned something: it&#8217;s pronounced &#8220;ah-zeus&#8221;.</li>
<li>In car TV top product pick for young parents, other mobile TV products getting lots of attention. More dough for services and content for sure.</li>
<li>Early leader for WTF award: HD diving mask.</li>
<li>Services seen as integral part of media product sales, &#8220;wouldn&#8217;t make sense without&#8221;.</li>
<li>Mobile, cloud computing, green tech all getting serious attention. Squares with VC predictions for 2009.</li>
<li>E-readers a top growth product in 2008, albeit from a small base</li>
<li>Green products, mobile stuff, embedded Internet, input &amp; display tech tagged as top trends for 2009.</li>
<li>Early leader for Alice in Wonderland award: &#8220;CE is a necessity not a luxury&#8221;. So are cars, and auto sales are zip.</li>
<li>Early leader for understatement of the show: &#8220;consumer spending is in transition&#8221;.</li>
<li>CES state of the industry press conf: DTV, mobile phones, video games &amp; PCs account for 70% of CE sales in 2008.</li>
</ul>

<a href='http://steveblum.santacruzgeeks.com/2009/01/06/live-from-ces-unveiled-pre-press-day-tuesday-6-january-2009/asusswivelnetbook/' title='asusswivelnetbook'><img width="150" height="150" src="http://steveblum.santacruzgeeks.com/files/asusswivelnetbook-150x150.jpg" class="attachment-thumbnail" alt="" title="asusswivelnetbook" /></a>
<a href='http://steveblum.santacruzgeeks.com/2009/01/06/live-from-ces-unveiled-pre-press-day-tuesday-6-january-2009/jonneyshih/' title='jonneyshih'><img width="150" height="150" src="http://steveblum.santacruzgeeks.com/files/jonneyshih-150x150.jpg" class="attachment-thumbnail" alt="" title="jonneyshih" /></a>

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