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Online video breaks out

Brightcove wants to help Internet TV enter the big time. The company’s Web site is launching services to help consumers find Web video, and to help content providers make money in the bargain. Josh Bernoff of Forrester Research said Brightcove’s site — which will feature videos and links to cable channels and other customers — will lead “hungry tourists” to a “smorgasbord” of video. The site will also let commercial customers sell ads, place their content on third-party sites, and sell downloads to consumers. There’s a catch. Brightcove’s videos might not work on iPods, said Gartner’s Allen Weiner, which “prevents this from being a landslide.” (USA Today)

September 19, 2006

The Advanced Wireless Services (AWS) licenses auction by the Federal Communications Commission has come to a close, and that means more 3G wireless coming your way in, well, just about everywhere. The big winner is T-Mobile, which spent $4.182 billion (with a B) to land 120 licenses for spectrum coving areas of the U.S. (including Hawaii and Alaska) and Puerto Rico, including prime markets of LA, Chicago and New York. NextWave Wireless didn’t do badly either, getting 154 licenses (for just $115.5 million)  covering markets like Pittsburgh, Puerto Rico, Indianapolis, Sacramento, New Orleans, Tulsa, Little Rock, El Paso, Albany, Louisville, Sarasota, Anchorage and Fort Myers — but it wasn’t even considered one of the top five winners. They include Verizon Wireless, MetroPCS, Cingular, and a consortium of cable companies (Time Warner, Cox, Comcast and Bright House) under the name Spectrum Co. It’s all still subject to regulatory approval. The total amount raised by the FCC with this auction? $13.9 billion for 1,087 licenses spread across 104 bidding companies. In 2008, the FCC will sell off unused television broadcast spectrum

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Might as well spell out the speculative gems here. As I write in Jim Cramer’s Real Money: Sane Investing in an Insane World, I think that speculation, for at least a portion of your “Mad Money” portfolio, not only can be done, it should be done. But I think that it has to be done on a limited basis and with something that has a real shot at working out. I have been dancing around the names that I think have a chance, but it’s time to spell them out now. My three faves right now are Qwest, Level 3 and Arena Pharmaceuticals. Let me explain why these can work and work big here. First, Qwest is turning around so fast that I think people don’t even realize how strong the numbers are. The broadband revolution finally has hit the old-fashioned telcos with a vengeance. We saw the same…

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Communications Revenue      Quarter ended        Quarter ended     Percent
($ in millions)            Sept. 30, 2006 (1)   June 30, 2006 (2)   Change

Transport and
Infrastructure               $284                $217             31%
IP and Data                    $78                 $67             16%
Voice                         $153                $107             43%
Vyvx                           $29                 $30             (3%)
Total Core Communications
Services                        $544                $421             29%

Other Communications Services    $107                $120            (11%)

SBC Contract Services            $207                $278            (26%)

Total Communications Revenue     $858                $819              5%

IF ………IF………IF………

That’s an impressive quantity of electricity. Five gigawatts is almost enough to power the Las Vegas metropolitan area – with all its hotels, casinos, restaurants, and convention centers – on the hottest day of the year. So the annual operation of the world’s petascale search machines constitutes a Vegas-sized power sump. In the next year or so, it could add a dog-day Atlantic City. Air-conditioning will be the prime cost and conundrum of the petascale era. As energy analysts Peter Huber and Mark Mills projected in 1999, the planetary machine is on track to be consuming half of all the world’s output of electricity by the end of this decade.

Google’s Hölzle noticed the high electric bills after taking his post in 1999. At 15 cents per kilowatt-hour, power dominated his calculus of costs. “A power company could give away PCs and make a substantial profit selling power,” he says. (At The Dalles, the huge protuberances on top are not giant disk drives, climbing to the rooftop for a smoke while the RAM below does the work, but an array of eight hulking cooling towers.)

The struggle to find an adequate supply of electricity explains the curious emptiness that afflicts some 30 percent of Ask.com’s square footage. Why is the second-fastest-growing search engine one-third empty? “We ran out of power before we ran out of space,” says search operations manager James Snow, a ponytailed refugee from an IBM acquisition. Not only does the Verizon facility lack a cheap power source, it struggles to get any further power at all; designed for the more modest needs of Internet switching, the building has already maxed out the local grid. Consequently, Ask.com’s Sampson has followed Google’s trail to the Columbia River, where he’s scoping out properties. Perhaps by moving farther up the river into the Washington headwaters he can get even cheaper power than Google will get in The Dalles.

Microsoft and Yahoo are a few steps ahead of him, building me-too data centers in Quincy and Wenatchee, Washington, respectively. There they can take advantage of rock-bottom electricity prices as well as dark fiber laid by the Bonneville Power Administration. Patterning itself on Ronald Reagan’s cold war strategy against the Soviet Union, Microsoft is headed toward spending two dollars on data centers and online services for every dollar spent by Google. As Microsoft Live operations chief Debra Chrapaty tells me, her company “added a Google” last year in search capability.

wow, these are AWESOME NUMBERS that Google is going to charge for “”VIDEO ADVERTISING”"

HOW does the Black Boxes of  Google and YouTube play into this scenario????

Answer:::: FREE WIMAX in USA supplied by Google

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Level3 buys Broadwing for 1.46 Billion and the ‘'’Data Godfather'’ of Omaha Walter Scott warns Warren Buffett ‘'’you MIGHT want to BUY IN”" before its $7

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SNOW in the Mountains, SKIING coming soon!

and two feet of SNOW predicted for the Mountains in next two days………..

life is GOOD!!!

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after dropping for 3 months, now OVTI gets legs???
yep, its ALMOST SKI SEASON again and when the SNOW FLIES< OVTI flies!

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