AT&T Gives Web Video on TV a Boost

The agreement unveiled by ON Networks and AT&T yesterday isn’t just about web shows moving to TV, it’s another step toward seamlessly integrating your web video and television watching experiences.

To refresh, ON Networks will provide four of the online shows for use on AT&T’s (T) U-verse IPTV and HomeZone satellite services. At first blush, this is no big deal, since depending on how you look at it, there are already a few ways for online shows to make the jump from the Internet to the TV.

You can have a video podcast up on iTunes that gets downloaded to your PC and transmitted to your TV via Apple TV (AAPL) (or similar set-up). This, obviously, requires a PC, a transmitter and a TV (and you still have your cable or satellite box if you watch regular TV).

Last month, PodShow content was added to TiVo. This removed the computer from the equation and better integrated watching web video into your regular TV watching lifestyle — if you have TiVo (TIVO).

The ON/AT&T deal, however, takes us another step forward.

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Five Fixes for Apple’s iTunes Video Woes

[qi:_newteevee] While Apple (AAPL) makes competitors tremble in music, its video offerings and achievements get less imposing by the day. People want to buy from you, Apple — look at your impressive ascent in the music space. So why are you holding yourself back from selling? [digg=http://digg.com/software/Five_Fixes_for_Apple_s_iTunes_Video_Woes]

There’s no point in tucking in your turtleneck and waiting for the networks and studios to come around to a better way of being. Here are five ways you should make your video catalog bigger and your service better, right now. Continue Reading at NewTeeVee

Apple To Sell 3 Million iPhones By End of 2007

iphonephoto.gifUBS Research analysts are predicting that recent price cuts will push Apple (AAPL) iPhone sales to a total of around 3 million by end of 2007. They expect 950,000 phones sold during the third quarter of 2007 (ends September 30, 2007) and 2 million in the fourth quarter of 2007. Their previous forecast was 850,000 (3Q) and 1.5 million (4Q 2007) respectively. [digg=http://digg.com/apple/Apple_To_Sell_3_Million_iPhones_By_End_of_2007]
This should help AT&T (T) a lot. UBS estimates that AT&T will add about 3.8 million new subscribers in the third and fourth quarter of 2007, and they estimate that “roughly 45% of the iPhone additions will be new subscribers for the company.”

Everyone is a (VoIP) phone company

This is one of those oh shit type stories. Baseline magazine has an interesting case study on Heinz, which has 37 different locations in Europe. It has basically replaced most of its voice contracts with a company owned IP-PBX service, which has allowed them to cut costs seriously.

Let’s say you want to connect 37 branch offices here in the States. At going rates, the cost of connecting them by a private frame relay service runs about $61,000 a month. But if you put the connections on the Internet and use virtual private networks to connect the sites, that fixed cost drops, to an estimated $39,000 a month. Which could make large corporations the driver of how communications services get deployed in the future—and who controls relationships with small and medium-sized companies. Why wouldn’t a company like farm equipment maker Caterpillar, for instance, want to put its trading network under its wing, if it can control costs, features and services under one master quality-of-service agreement with an Internet access provider?

It shows that if mega-corporations think creatively, they can become their own phone companies. They can interconnect their partners, their suppliers and manufactures on a private VoIP network and basically cut their long distance and business communications costs. If the falling revenues of AT&T and MCI’s business services are any indication, it is happening already. It is only a matter of time before these companies get reduced to being pipe-providers, though quality of pipe will matter in the long run.

Earthlink, Broadband is the only good news

Earthlink, the ISP most people tend to overlook is getting a big boost from Broadband, according to Atlanta-based company’s latest earnings reports. The company now has 1.4 million broadband subscribers, and 4 million narrow band subscribers. Despite the shift, the company is slashing its full year subscriber growth from 300-to-400,000 subscribers to 231,000-to-271,000 subscribers. I assume that is because the phone companies are seriously putting a dent into its growth because of cut rate plans in places like Detroit. Things are getting rough for the company, much like the problems faced by AOL. Ironically MSN is making ton of money.

“It was a bad quarter,” said Mark May, an analyst at Kaufman Brothers, who downgraded the stock to “sell” from “hold.” “They’re having problems on the subscriber and revenue side. Those issues only got worse this quarter.”

Looking ahead, Earthlink’s Broadband subscriber growth is good news for Covad Communications, which is the wholesale DSL provider for the ISP.