People do not necessarily want to watch movies. They are looking for content with fewer interuptions. This raises two interesting points:

1. content does NOT have to come from traditional content providers anymore. We are all used to snippets and reality shows, so it will not be too long before you find content aggregators that will start to do distribution of thematic content (like car crashes, stupid videos, wedding drama's or grass root versions of "Cheeters", etc... ) that will leverage PC + TV for playback (in the living room) and the internet supply chain for distribution (to the living room). All of the components in that supply chain FLANK traditional actors, studio's, networks and distribution mediums. Where is netflick in that chain?

2. As ASP look to diversify there annuity income and revenue stream, plus leverage their captial investment in infrastructure and storage, look for THEM to form buying groups to become the next local "virtual" video store. The constraint of the PPV infra model is the cost off the equipment and infra... ironically that infra is ALL OVER THE PLAC to support the ASP model. So look for something to break there. the only challenge right now is DRM. Looks like the empire may have that in place and all we need now is to get the PC to the TV or the XBOX to the TV. Eitherway, that's the future mr. Netflicks... Nice to see you are on the bandwagon early... now mix up your content and grandfather those content aggregators and start to publish your own online TV shows....

Pay very close attention to this. This is the future and it will be for goodwill first (assistve and educational), which is SO NOT the microsoft approach. This will change the game all together unless apple can flank them. MSFT is still infighting on this front with Xbox, i mean pocket pc, i mean media center, i mean vista, or home server or zune or whatever! And that is just the product set collision/conflict, that does not reflect all the ISV's, pundits/experts and CI that are p'n on each other as to what is going to win in the msft stack. IT's like a big, diconnected, angry and dysfuntional family of EGO Maniacs.. What a cluster fudge. Microsoft so reminds me of DEC circa 1990 ;) Let's see VMS? DecNet? Alpha Unix variation? How about windows? DOS? IT's so confusing. "let's just crumble..." LOL

The comments are much better than the post they are responding to. Just goes to show that internet 2.0 is finally weeding out the flash stars and internet 3.0 is finally power to the people, not he fat cats that monetized it. Mark, sorry to say but your post really makes you look... ah... like a stodgy old fat cat... not impressed at all... Power to the people... Content rules and people produce the content, not just a handful of privilege few. that is why TV sucks today. that is why people are turning away and watching home spun content. Again, this post just makes Cuban look really intellectually sedentary…