They can talk about offering OTT nationwide all they want-actually doing it is something else again. Re: One man's trash is another man's treasure Yeah its not obvious. In the end, it's only what Verizon does with the investment that anyone will really care about. However, at the rumored discount price of $200 million, maybe it also doesn't matter too much. I don't know the reason why Verizon pulled the trigger on the Intel deal. Maybe that's why the big bosses decided to bring OnCue into the fold instead. Maybe so many of the components are locked up in different corporate silos that it's been impossible for the company to make the logistics work. On the other hand, maybe Verizon just couldn't put its own pieces together for the IPTV transition. But maybe Intel has invented something new something innovative like Fanhattan LLC 's tiny little box that connects to a motion-controlled remote. On the hardware front, Verizon's got plenty of set-top options at its disposal. It could partner to bring its guide up to speed quickly, but I can see why bringing a finished product and more expertise in house would be appealing. Despite being a software leader five or so years ago, Verizon hasn't invested much in its TV interface in ages. My only conclusion at this point is that there's a sexy combination of software and hardware in the OnCue assets that Verizon thinks will give it a more compelling offering for consumers. Technically speaking, Verizon has the equipment and the ability to deliver television over IP already, even without the OnCue assets.Īll of which leads me back to one question: Why did Verizon bother to buy Intel's dying TV service? Ambeault painted the picture of FiOS TV as an app, and he suggested that while many business challenges remained, the technical hurdles to making that idea a reality were already more or less solved.įast forward to today and I have confirmation from an expert source in the trenches. Three years ago at CES, Verizon executive Joe Ambeault told me that the company had already worked to overhaul its infrastructure so it could deliver everything over IP. Verizon doesn't need Intel to make any of its IPTV dreams come true. (Nasdaq: CMCSA, CMCSK) and its growing cloud-based Xfinity platform, and it would extend Verizon's footprint across the country in preparation for the day when service providers are expected to compete nationally. That would help the company battle against Comcast Corp. (NYSE: VZ) the boost it needs to make the transition to a full IPTV service. (Nasdaq: INTC)'s OnCue could give Verizon Communications Inc. (See Verizon Snatches Intel Media Assets.) And now that the deal is done, I'm no less mystified by it. There's one thing that's puzzled me ever since rumors of a Verizon deal to purchase Intel Media's OnCue assets first surfaced.
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