[IP] video chat

[Dave Farber <dave@farber.net>]

Title:   video chat

------ 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
 
 


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