When I attended Seven’s TiVo launch last week, I was struck by the narrow terms in which the consumer benefits were presented. Yes, TiVo will surely be the best PVR on the market, but its most important feature is its ability to capture video content from the Internet.
TiVo is just the latest of many household appliances that include Internet connectivity.
Within just two years millions of Australian homes will have entertainment devices with a network connector or WiFi antenna on the back. I liken this to an invasion of Trojan Horses into the living room because that little blue cable can deliver an army of new applications to your TV.
For more details, see this Industry Briefing Note I wrote for invetsment bank Lincoln Crowne Company.