death of the net predicted by deloitte -- film at 11

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I believe that the element that has been missing in this discussion thus far has
been the source (content) players, and where they are hiding. CDNs, a la Akamai,
Limelight, etc., will take up some of the slack and mitigate much of the backbone
burden where legitimate ISPs are concerned, as will hierarchical caching for the
newbie carriers-that-came-to-be-called "ISPs" -i.e., the MSOs and Telcos. Playing
the Pareto, the higher the demand (95/5) for a title, the closer it will be
stored to the user community, and the longer the tail (5/95) of a title, the
farther its storage from the user community. My point is, CDNs and hierarchical
cache must be inserted into the calculus, because one, they are already being
used, and two, their use will only increase with time, fwiw.

Frank

ps - I've had some issues with my email editor of late. If anyone notices any
artifacts or extraneous characters in the delivery of this message, kindly email
me off list and I shall be indebted to you, tia.

On Sun Feb 11 19:22 , "Geo." sent:

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Not only that, but you can target the advertisement to the viewer (or
  expected viewer). A company will gladly spend the same $100,000-$500,000 they
  would for 30 second spot during prime time if they knew that only 5-10% of
  the audience would see it, but that 5-10% was their target demographic.
  Now instead of me being forced to watch 15-20 minutes of mostly
  irrelevant-to-me ads, I watch 3 30 second spots that are targeted directly
  to someone like me.

  That money should be able to cover the cost of the show plus the same
  profit margins as before.

  What about multicast? Why not start a bunch of channels that broadcast
  data? Streams larger than the last mile can handle could get buffered at
  the provider end. End users can turn on and off streams as they so
  choose (unattended even, a la TiVo), or grab stuff on demand from the
  providers' cache, a la TiVo.

  Then again, is bandwidth really a problem? It doesn't seem so.

Beckman