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Is Two HD Streams Required to be Competitive?
08 May, 2008Several blogs including EngadgetHD and UverseUsers.com are reporting on AT&T launching two streams of HD for U-verse subscribers in the St. Louis market. These U-verse customers can receive 2 HD and 2 SD streams, for a total of four streams. Most people who follow DSL powered IPTV recognize that HD is a challenge because of its bandwidth intensity. Most of us also realize that offering HD is a competitive necessity. IPTV providers who utilize DSL as their access technology are at somewhat of a competitive disadvantage against cable and DBS over HD.
Never mind the costs associated with encoding HD content (which, for everyone further down the food chain than AT&T, is a challenge), the challenge with delivering a single HD stream over ADSL2+ (or even VDSL) is significant enough. But in order to compete with cable and DBS, who currently have multi-stream HD capability, delivering two streams (and some would argue even more in the future) is ideal. We are progressing towards HD ubiquity. We’re certainly not there yet, but we will be soon. The concept of multiple HDTV’s in the home, or the desire to watch one HD program while recording another, will become commonplace, and sooner than DSL IPTV providers wish it to. AT&T’s move into two stream HD over their FTTN/VDSL architecture provides a glimmer of hope, It’s too early to tell if they can scale that solution and match their competitors offer. But for them, and for those who look to them for guidance, it’s a start.
HD is the new color television
the move to HD is just like the move from black and white to color TV. Very similar - households had to replace their sets with more expensive ones to get the "cutting edge." Started slow, but eventually became the norm. The same will happen with HD, only faster. Seems like a silly question - two HD streams? If you are a service provider, you better be building your network that eventually gets you to all HD.
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Clearwire Outlines 4G World Domination Plans
12 Jun, 2008Clearwire is feeling quite confident these days. The emerging WiMAX provider held an investor conference and outlined their plan for 4G domination. We're "building the communications company of the future, today," says Clearwire CEO Ben Wolf. Clearwire chief strategy officer Scott Richardson calls it "the second coming of the Internet." It was quite the WiMAX pep rally. Clearwire executives say they intend to build a seamless nationwide 4G network way ahead of their competitors, namely Verizon and AT&T.
From a powerpointware perspective, the strategy looks real impressive. Clearwire intends to offer a five product suite of services which will include residential voice and broadband, mobile voice and broadband, and mobile entertainment. They intend to leverage their investor partners considerably, gaining access to tens of millions of existing subscriber relationships immediately. With their cable company partners, they intend to extend the cable entertainment experience "into the palms of consumer's hands." They intend to utilize Google's Android platform for a suite of "compelling" mobile applications. Intel will contribute by powering millions of end user devices and do for WiMAX what it did for Wi-Fi, in effect bringing it to the mainstream. Wolf says that the average consumer's total household spend on communications, ranging from $109-$258, is up for grabs, and they intend to capture as much of it as possible.

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Maybe
I do believe you can get by with a single HD for the time being. Despite all the hype we hear, we're not seeing huge demand for HD. We offer it, but we're not being too hurt by directv and their HD push. We'll get there, but don't feel a huge rush to do so right now.