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Live from CES, 8 January 2009 8 January 2009

Posted by Steve Blum in Tellus Venture Associates.
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Ho-Hum IPTV is Software Dev Opportunity 8 January 2009

Posted by Steve Blum in Tellus Venture Associates.
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Internet protocol television is the it’s-good-to-be-boring story of CES 2009. Everyone (or nearly so), from Netgear to Sony, integrates some kind of IPTV functionality in their consumer product lines. It’s going from being a distinct and geeky category to just being a standard feature of mainstream television products.

It’s good news for software developers and component manufacturers. Drive manufacturers, to pick one example, have an opportunity to sell their products into television sets, more set top boxes (not just DVRs), and home media centers.

There’s a window of opportunity opening briefly for software developers. No one has completely solved the twin problems of navigating and storing content. Boxee offers an open source users interface. It could turn into a common development platform, but only because it’s open source.

"Linksys by Cisco" is company's latest consumer branding strategy. It doesn't exactly trip off the tongue, but it's a start.

"Linksys by Cisco" is company's latest consumer branding strategy. It doesn't exactly trip off the tongue, but it's a start.

Storage isn’t a technical problem. Hard drives are big and cheap, and solid state drives are rapidly heading in that direction. The problem is finding and accessing your stuff, once you’ve downloaded it to one device and you want to access it on another.

Cisco introduced a home media hub, that they say can catalog all the media on your local network, plus manage Internet media sources. It includes a big hard drive, which you can use to store your stuff, but that’s almost incidental. If it really works — for ordinary consumers, not just for technophiles — it’s a big step forward in solving the navigation and storage problem.

A real killer app has yet to appear, though. Most manufacturers are simply adding IPTV extensions to whatever content navigation and management platforms they already deploy. Any bets on whether that will be enough?