Cable ITV Watch: Mixed Signals for 3DTV
Samsung Electronics Co. Ltd. (Korea: SEC)'s going all-in on 3DTV as Comcast Corp. (Nasdaq: CMCSA, CMCSK) puts out some feeler bets.
Also this week in the world of broadband content and ITV: TiVo Inc. (Nasdaq: TIVO) gives an investor some wiggle room, Roku Inc. 's thinking IPO, and Concurrent Computer Corp. (Nasdaq: CCUR) adds a big MSO to its customer collection.
"The question is, are you going to want to sit there and wear glasses four hours a day to watch TV? I don't think so," Roberts said during a Q&A session at a Congressional Internet Caucus event this week in Washington, DC. He added that he expects the near-term draw for 3D to involve "big events, like an Avatar," referring to the James Cameron blockbuster.
Still, Comcast is offering some mixed message on the topic, making it hard to tell how much support the MSO will give to 3D. Derek Harrar, Comcast's SVP and GM of video services, reportedly said the MSO "will have more 3D content than anyone else as it becomes available."
As for DirecTV Group Inc. (NYSE: DTV)'s 3DTV plans, Comcast's Harrar groused: "They have launched vapor; they have not launched anything." (See DirecTV Won't Give Cable Access to 3D Nets.)
But don't read too much into this BlackRock thing. This is all believed to stem from BlackRock's 2009 purchase of Barclays Global Investors. The addition of Barclays put BlackRock's ownership of TiVo just above the 15 percent threshold. However, the limited exemption gives BlackRock some flexibility to buy more TiVo stock without triggering a poison pill, used to discourage hostile takeovers.
Concurrent added that data component to its product stable through its 2005 purchase of Everstream Holdings Inc. (See Concurrent Acquires Everstream.)
Also in the plans: adding at least 100 content partners this year. It launched 10 "channels" late last year. (See Roku 'Store' Opens With 10 Channels .)
Other recent ITV-related items:
- Insight Taps Harmonic
- Canoe Ventures Lawyers Up
- Comcast Offers Obama On Demand
- TAG Touts Demand for Games-On-Demand
— Jeff Baumgartner, Site Editor, Cable Digital News