AOL – MSN — The Google Effect?!

Thi has to be as a result of the impact of Google on things. Both MSN and AOL would clearly benefit and be stronger — in online advertsiing, content and in rich media delivery.

According to two sources familiar with the matter, Time Warner is in talks with Microsoft about selling the stake in AOL and then combining it with Microsoft’s Web unit MSN.

Under the plan being considered, Microsoft would pay some money to Time Warner for the AOL stake, leaving the two companies approximately equal partners in the venture. [New York Post]

Yahoo has certainly stepped it up lately as well so I don’t want to underestimate their impact on traffic and page views to the potential business of AOL and MSN. Regardless this news / rumor is just an amazing potential event given the hatred the two services have shown for each other in the past in the dial-up era.

Cablevision and TiVo

If they could just find a way to do this with an HDTV capable box, it would be quite a bit more compelling. What’s the point really otherwise?

Cablevision said today it will test market TiVo and a wireless router along with its “Optimum Triple Play” package to current satellite customers. The new combination will allow a broadband return without the need for a telephone line, Cablevision said.

The so-called triple play combines iO: Interactive Optimum digital cable, Optimum Online high-speed Internet access and Optimum Voice voice-over-cable service. The companies didn’t provide any other information about the agreement. [PVR Wire]

What’s new at Google

I was beginning to wonder what was up with Google since the MSN desktop search was really doing a better job indexing my Outlook mail at work, but then Google Desktop releases a new version and life is back to normal.

I really like what’s been done with the Outlook plugin — you can search from within Outlook now ala MSN — and the results are easier to deal with from within Outlook as well. The Sidebar is also a cool addition and something I am enjoying since installing it today. You can get a quick scan at the basic Portal-type info which is nice. It’s not dependent on the browser so before you tell me this has existed in browser sidebars… there.

Last, Google Labs has released a really nice personalized home page, which is actually a portal.

I want my RSS TV

This totally kicks… I’ve yet to try this, but if you can pull down the video as an enclosure in RSS, it would be an amazing tracking tool for topics of interest or just video to watch.

San Francisco-based startup Blinkx has announced its multimedia search engine will be able to notify users whenever it indexes content that matches a term the users previously searched for.

The RSS alert system, called SmartFeed, is expected to go live on Blinkx’s Web site on Tuesday. After users enter a search term on Blinkx TV, they will get the option of setting up an RSS alert for it. Blinkx TV delivers the alerts to the user’s Really Simple Syndication aggregator service as text links to the multimedia content.

Users can opt to receive content alerts for any search term from all or some of Blinkx TV’s more than 30 audio and video channels, which include BBC News, Fox News, CNN, Bloomberg Television, NBC, MSNBC News, ABC, and ESPN, said Suranga Chandratillake, Blinkx’s co-founder. PCWorld.com

Plays for (almost) sure

The problem was that even though it had the Plays for Sure logo, it wouldn’t work with subscription content. It only took me a few minutes to figure out why. A closer look at the Plays for Sure logo indicated this device would work with downloaded content but not subscription content. Oops. No biggie. Problem was with me or as we used to say in technical support PEBKAC (problem exists between keyboard and chair). I’m actually in good company, last summer when I was at MSFT, one of the Sr. Execs made the same mistake in front of a whole room of snickering analysts and reporters. [Michael Gartenberg]

Michael Garternberg is a smart guy, but I think he’s being way too forgiving on how things get packaged and sold. The MS Plays for Sure and Music Services in general are too complex. There’s a reason why the iPod / iTunes combo works so well… it just works.

Content is content to an end user and the collective industries need to understand that we consumers (even advanced consumers) would prefer to think less about what it is they have (codec, file format, download or subscription) and more about just enjoying what we are being asked to pay for.

Microsoft Might License Xbox Software

Microsoft Might License Xbox Software and man is that something to think about…

Sony and Toshiba are goiing to enable CE devices with Cell processors to make an end-game around the PC as the center of the living room and now MS is potentially pushing a lite version of Xbox 360’s software – clearly as a media connector (to me anyway).

This has to be a way for Redmond to get more PCs in the home through an eventual upgrade to MCE, the more optimal way to view content in home.

May the best product (ahem marketing) win!

At this point it’s way to early to even figure out what will work out on a mass level. PC usage is pretty different globally and many users in non-US markets will be more likely to want a CE device controlling things rather than a PC initially given cost and space issues in homes. Homem size and space is considerably smaller outside the US…

Perhaps an Xbox or PS3 is the path… Microsoft wants to sell 10 million units next year from what I’ve read and moving beyond games is a good way to get a much broader market.

Sony has yet to be public with their plan on how this stuff really works beyond games. Connect will clearly be their premium cocntent path, but that probably won’t be revealed until close to the end of this year – after MS and Xbox have had some time to build.

Thoughts on Intel

I’ve been moving at a pretty good personal clip lately and in combination with an exhaustive work schedule have not had a chance to put my thoughts down regarding the move to Intel. In short, I think it rocks!

I bought the previous lines from various keynotes on the benefits of RISC over CISC and saw the bottleneck demonstrations, the burning bunnyman etc. All that was great and yet even with the reality distortion effect in full effect, I was still left wanting more. Clearly my desire was not alone as the Apple shift to Intel hardware will enable a much greater capability within existing hardware and allow for some amazing developments – some that were probably cooking, but on back burner while waiting for IBM.

Intel is about much more than the CPU… If you are just an average joe consumer, you probably have no idea, but Intel has been developing a pretty deep platform strategy that takes the various silicon sets they manufacture and enable things to work together.

The Mobility, Digital Home and Enterprise platforms are all the same places Apple has been sighting and yet been unable to break through from a mass perspective. Windows is clearly a big obstacle to mass adoption, but the hardware is bigger in my view, given the relative eco-system of products that end up getting designed to work together (below the OS level). The work that Intel has championed on the Centrino certification program for example is astonishing. You may recall they were actually quite late to the WiFi game initially, but you only hear about Centrino and Pentium-M today, not really much about Apple’s Airport – other than it’s just in there. Centrino actually goes quite a bit beyond the WiFI and is actually a set of chipsets designed to enable longer power, wireless and multimedia. These are things my Powerbook needs today. Sure it does wireless (B/G) and can handle multimedia (2-channel), but Centrino can actually bang out quite a bit more and can most likely add hours to the life of the system. If Apple offered an Intel based Powerbook today, I would immediately upgrade – well OK perhaps after I settle on the house.

On the Digital Home front, Intel is pushing and pushing hard. The AOpen device, was designed by Intel, yet is being produced by an OEM who has been able to get the benefits of several billion in R&D. That mini-clone device can bang out much more than the current mini can – all thanks to Intel’s thinking. If you combine the Mac OS, some very capable Intel hardware and of course the Apple Magic sauce – product design and marketing – and well, I think the living room will become very enabled. In fact this is the area in which I am most interested in witnessing the change. I like the mini and it can do some nice stuff. Even without an Apple 10 foot UI to make it all slick from the couch, the mini really needs more power for basic media center functions. I want more ports (check), better integrated audio (check) and video (check) and HD capabilities (check!). If this can be done today what can be coming for us within the year?

All in all, I am clearly excited at the prospect of this change. Reports from WWDC are confirming the keynote info on the ease in which applications can be ported. I can’t see the Cringely effect, with Intel acquiring Apple to fully beat the doors off of Microsoft, but I do see a very dynamic partnership. BSD, the core of OSX, has been running on Intel for more than a few years and can apparently run circles around Windows on similar platforms. MacWorld January will certainly bring some very cool announcements – especially keeping the normal Apple delivery schedule in mind to keep things on track per the WWDC Stevenote.

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ITMS Pre-Orders

smash notes the launch of ITMS pre-ordering… which is a very cool advance. I can only wonder if this is an extension of how the Podcasting feature works… Hit the link, downloads as bandwidth and product is available.

Best Buy Home Theater

Bryan at the Home Theater Blog notes Best Buy’s launch into higher end home theater equipment and installation today. Instead of simply carrying newer equipment, Best Buy is launching a new sub-brand, Magnolia Home Theater as a store within a store. I think it’s a great addition and could potentially expand the range of the stores which have clearly served the meaty part of the technology curve.

With the explosive growth of digital and flat TV’s consumers must be looking for what to do next… I definitely have to track down the store in NYC that is doing this.

Intel Pentium DRM

Slippery Slope… Pandora’s Box… you name it. This is a tricky bit. If you have the protection built in the premium content guys might be more likely to offer content (HD even) to a PC. Consumers of course want nothing like this inside… and then of course you factor on the MS DRM layer and well it might just get ugly.

“[The] 945g [chip set] supports DRM, it helps implement Microsoft’s DRM … but it supports DRM looking forward,” Tucker said, adding the DRM technology would not be able to be applied retrospectively to media or files that did not interoperate with the new technology.

However, Tucker ducked questions regarding technical details of how embedded DRM would work saying it was not in the interests of his company to spell out how the technology in the interests of security. [PCWorld.com]

UPDATE — Intel issued a denial on this…

Corporate America

(This is far from telling of corporate America, but I was at a loss for a better title.)

While at the airport today I was told I was no longer going to attend a meeting in California. The plane was actually boarding at the time… nice timing.

Keeping it real in the life of advertising and business travel.

Sony introduces the PlayStation 3

While the PS3 won’t be tying into a Media Center it still sounds like an amazingly capable system. The Cell Processor will be able to drive up to 2 HDTVs though from the article I can’t tell whether those are both able to be 1080p – though 1080p is not exactly widely available or affordable.

The PS3 will be fully “backward compatible,” playing all existing PlayStation and PlayStation 2 games. It will come equipped with a Blu-Ray DVD drive and support the sharpest format for HDTV, 1080p. [CNN]

Microsoft is going to have a serious advantage in timing if PS3 is really a year away. Not only will they have months in market, but they will be ready in time for the holiday rush.

Real’s new Rhapsody

So Real is supposedly the leader in the streaming services and today marks a major update so I figured I would check it out.

The new Rhapsody lets anyone* listen to and legally share songs, of their choosing, every month. Consumers simply download the Rhapsody jukebox software from www.rhapsody.com. Once downloaded, they can listen to 25 full tracks from Rhapsody’s library of over one million songs each month, and enjoy unlimited access to the jukebox’s other features at no additional cost. In addition, Real also announced significant enhancements to its critically-acclaimed Rhapsody Unlimited service, and added a new tier called Rhapsody To Go, designed to provide customers the ultimate experience in portable digital music. [RealNetworks]

Interestingly there is literally no way to even view a screenshot of the service thanks to some handy user-agent redirection on the Real site which takes all Mac users to the New RealPlayer 10 for Mac OS X page that has existed for quite a bit longer than just today. There is no mention within the PR that this is Windows only, though I did admittedly know that the previous version was as well.

By now you may have noticed that asterisk next to anyone from the release… it refers to US only customers… no mention of platform dependance anywhere.

The only subscription music service I current utilize is Sirius radio. I don’t want to be renting my music, though I would be interested in more complete samples pre-purchase…. paying a flat rate for the privilege does not cut it.

MTV Overdrive goes live

David Card from Jupiter offers a nice view inside MTV’s Overdrive broadband experience…It definitely sounds cool. The level of polish and the content refresh rate should easily draw viewers. The current MTV Generation is heavily wired and online…

Overdrive offers a mix of videos and exclusive performances, interviews, extra material to back up MTV shows (who knew Punk’d even had greatest hits?) and movie trailers. Most segments are 2-4 minutes long. News segments will be updated four times a day; the promoted Lineup channel will change about 7-8 times a day. Channels are teed up by promotional talking heads. Users can also cue up a playlist similar to MSN Video. (Didn’t Real try that once, only to abandon it?) There’s no twin-screen (simultaneous TV and broadband) content.

Programming is all ad-supported. MTV aims for a 1:6 ratio of ads to content. It’s trying to push advertisers to 15-second spots but will accept 30-second spots as well. No targeting yet. In fact, watching the exclusive first 10 minutes of Sony/Revolution Studios’ latest, xXx: State of the Union, as sponsored by Always was a little…disturbing. Pantene is all over the site; Sony, Sony Pictures, and Microsoft are also early advertisers.

It’s fascinating that MTV went this route but hasn’t done VoD. Execs told Jupiter that was an easy decision – the broadband audience is just so much bigger, and advertising is easier to pull off. [David Card]

Blockbuster’s no fee late fee

Blockbuster

Just did a quick pass at Blockbuster for the weekend and noticed the drastic reduction in their signage for no late fees. While they’ve certainly clarified how it works via this counter-top sign I cam phoned, it still seems to be that there is a late fee, they just call it a restocking fee. They have to restock the movie whether you return it in a day or a week…