[Josh] Just a quickie before I head out on my bike.
Sony at its press conference revealed its Bravia TVs will have an optional module you can get to connect them to the Net. And Microsoft promoted HD video and movie downloads to the Xbox 360 in Bill Gates' keynote speech. We also heard about SlingCatcher from SlingBox, which allows you to get access to both SlingBox broadcasts and Net video on a TV.
There's more coming. But here's what to keep your eye on. Every one of these devices has a portal. Sony's will feature content from AOL and Yahoo. Microsoft has movies from Warner and Paramount. Ask yourself -- how do content companies get onto these portals? Who gets promoted? That's the real story here -- once these things catch on (and it will take a few years) the portals become sources of power.
Gotta fly . . .
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