IP Video: King of the (Media) Word

from MediaPost:

>>Looking beyond the simplistic notion that Internet video eventually will decimate traditional media distribution, content economics can yield some surprising insights about a world that will be dominated by the Internet Bypass.

Such an exercise is at the heart of a notable series of related research reports produced by Bernstein analysts Craig Moffett, Michael Nathanson, Jeffrey Lindsay and Jeff Evenson. They generally conclude that cable operators and cable networks, telcos and VOD distributors, new ad agencies and IP video equipment suppliers will be ultimate winners in the Web video game. Losers will include one-way distributors: TV stations and satellite operators. The fate of broadcast networks, TV and film studios are murky, based on how they manage paid IP access.

Ubiquitous Internet-connected television will become standard over the next five years, providing a better viewing experience, more content and service choices, such as browsing, search, anytime on-demand viewing, and easy transfer to and from all mobile devices. That will be a win for equipment and service suppliers such as Cisco, Juniper, Equinix, Akamai and Corning. Even with broadband growing 50% annually, costs will remain low and margins high.