The next casualty....

MovieBeam, Inc. is NOT owned by Disney. Disney is one of six investors. Disney DID incubate MovieBeam but then spun it off this past January.

There's not a chance that MovieBeam will be incorporated into iTV as they are two entirely separate technologies and Jobs has no interest in MovieBeam.

Actually Ghost raises a valid concern. FTTx WILL be a holy grail when it's widely deployed - but that's not the case yet. The RBOCs are digging up the streets as fast as possible, but it takes time to lay cable. Point to point traffic will present problems if VoD takes off - not over the backbone, but at the regional level where the lines get thinner. This is why cable VoD is far less than 40% deployed right now. Should the take-up of on-demand services find sudden favor, there is definitely a congestion issue to contend with. Most VoD networks are set-up to handle 10% concurrency (a rate rarely met today). But the market can suddenly decide that on-demand is in - and then cable VoD will be SoL.