video chat

[Dave Farber <dave () farber net>]

------ Forwarded Message
From: Gerry Faulhaber <gerry-faulhaber () mchsi com>
Date: Fri, 27 Jun 2003 00:04:00 -0400
To: dave () farber net
Subject: video chat

Dave [for IP]--
 
When the FCC imposed its condition on the AOL-Time Warner merger that they
had to interoperate their Instant Messenging service once they offered a
2-way streaming video version of the service, there was much scoffing that
professors and regulators were attempting to guess which way the market was
going to develop, and they were just flat out wrong, etc., etc.
 
I note the new popularity of "video chat", which is exactly the service we [
Gerry and I  djf] foresaw during the merger analysis; apparently, both
Microsoft and Apple have new products targetted at broadband users, reviewed
today in the New York Times:
http://www.nytimes.com/2003/06/26/technology/circuits/26stat.html.
 
I guess the only thing we got wrong was that AOL-Time Warner wasn't the
market leader in the new IM/video chat; instead, they seem to have frittered
away their lead in IM features.
 
Professor Gerald R. Faulhaber
Business and Public Policy Dept.
Wharton School, University of Pennsylvania
Philadelphia, PA 19104
 
 


------ End of Forwarded Message

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