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Scott Berry

 
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  • Is DivX Just a Troubled Kid? [View article]
    Yep. Saying H.264 is a standard is sort of like saying a three-pronged power plug is a standard. All well and good until you try to plug your American device into a (3-pronged) European outlet.

    Not a perfect analogy, but I think it gets the point across.
    Apr 25 06:06 PM | Likes Like |Link to Comment
  • Is DivX Just a Troubled Kid? [View article]
    Tom B: no time to explain DivX bus model to you, but a few points:

    1. H.264 will be in DivX soon, their H.264 implementation is already in Flash.
    2. Betamax was better than VHS, so what. More DivX users worldwide than Mac users. How many non-Apple CE devices play back quicktime files? DivX aiming to be the .mp3 of video.
    3. To understand their bus model go look at Dolby Labs (DLB).
    Apr 25 11:09 AM | Likes Like |Link to Comment
  • Is DivX Just a Troubled Kid? [View article]
    I just commented on Vreel this morning: scottjberry.com/2008/0.../
    Apr 25 11:00 AM | Likes Like |Link to Comment
  • Is DivX Just a Troubled Kid? [View article]
    I'm on record as suggesting Dolby is a perfect match as a buyer. But Microsoft is a definite possibility. As to the stock, if they don't disappoint over the next few quarters it should do quite nicely. I doubt they'd accept a bid anywhere near the current price.
    Apr 24 03:58 PM | Likes Like |Link to Comment
  • Blockbuster: Driving Off a Cliff? [View article]
    If this isn't for real estate then there's no reason for the move at all. Neither of these has done much with their merchandizing (though Keyes may be changing that at BBI), and the box+media angle's a non-starter.

    Maybe Icahn's looking for a place to dump both video and Moto phone inventory. :-)
    Apr 15 09:29 AM | Likes Like |Link to Comment
  • When it Comes to CDN Patents, Level 3 Is the One to Watch [View article]
    Dan, the whole telecom industry seems to be moving toward a more horizontal structure (though probably not linearly). I wonder how much--if at all--Level3's prospective customers care about buying their services from the same one who owns the pipes. Especially, as you've said, cost may not be the primer concern for them. Do you have any sense of that?
    Apr 14 06:46 PM | Likes Like |Link to Comment
  • Blockbuster: Driving Off a Cliff? [View article]
    Good point on the commercial vs. residential. But it does underscore my suspicions about today's offer for CC having a value floor to it.
    Apr 14 05:23 PM | Likes Like |Link to Comment
  • Blockbuster: Driving Off a Cliff? [View article]
    Wow. I always thought that when you find you've dug yourself in too deep, the first thing is to stop digging.

    Guess you can take the man out of 7-11, but can't take the 7-11 out of the man.
    Apr 14 06:02 AM | Likes Like |Link to Comment
  • Google and the Analysts: Ignore Price Targets [View article]
    NOt to be too forgiving of the Google analysts, but how does your analysis look when you compare Google analyst performance vs. a benchmark, say the S&P500?. Each bank is different, but many consider a "buy" to mean outperformance relative to applicable benchmarks. In that case a consistent "buy" with changing price targets makes sense (as long as the outperformance prediction pans out--not a slam dunk, for sure).
    Mar 31 09:32 AM | Likes Like |Link to Comment
  • Comcast, Time Warner: The Broadband Salad Bar [View article]
    bck136: I don't think option 1 will ever happen; wall street won't let them backpedal at this point. I'm saying it's option 2 as you suggest, but that their net neutrality ploy will largely fail, leaving option 2a (tiered service). 2a is sort of a half-assed version of your option 3.
    Mar 30 07:49 AM | Likes Like |Link to Comment
  • Comcast, Time Warner: The Broadband Salad Bar [View article]
    chush.net: The telecablecos have to be the only companies I've heard of that try to get you to use less of the thing they're selling. But that's what happens with a fixed price model.

    chancer: Only if the Chinese have a wire (or radio) that reaches your house.
    Mar 28 03:06 PM | Likes Like |Link to Comment
  • Is Microsoft Screening Its Search Results? [View article]
    Hmm. If you switched to FIOS TV, and somebody pointed out to you that there were channels and programs that weren't being delivered--perhaps even a major network--how long do you think it would be before you changed provider to satellite or cable?

    If in fact MSFT is filtering, they're shooting themselves in the foot for sure. By default they are not returning the best search results, and after all people us a search engine to get results, not ads.
    Feb 28 02:30 PM | Likes Like |Link to Comment
  • DivX Considers A Profitable Break-Up, But Are There Any Long Term Benefits? [View article]
    Couple of points:

    Greenhall isn't leaving, he's still Chairman of DivX (and owns tons of stock). Plenty of skin left in the game.

    DivX is a cash cow, Stage 6 is a venture-stage internet outfit. Completely different cost structures and business models. Aside from the synergy with driving DivX adoption, why *should* they be in the same company? There's no guarantee S6 will succeed, so they owe it to shareholders not to burden them with the dice throw.

    Suspect "spinout" means they get VC money, run Stage6 separately, but DivX shareholders still maintain some (though maybe not majority) ownership. This way they avoid the hassle of tryng to fairly value it to existing shareholders for a full spinout.

    Nothing to stop DivX from tucking it back in once business model proves itself.
    Aug 2 01:16 PM | Likes Like |Link to Comment
  • Microsoft to Attack Google Over Copyright Cavalierism [View article]
    Interesting. Hasn't MS made all it's money on the back of other people's innovations? Can you say Mac? Or even Xerox PARC? Sheesh.
    Mar 6 05:14 PM | Likes Like |Link to Comment
  • Sony Admits It Made the PS3 Too Expensive [View article]
    These guys never read "The Innovator's Dilemma". They (and MSFT) are listening to the shrinking high end of the market, with the latest bleeding edge tech/features. Nintendo came out with a product more for the lower end, with features that are "just good enough" at significantly lower cost. Brilliant move for Nintendo. For Sony, not so much.
    Dec 21 08:12 AM | Likes Like |Link to Comment
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