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May 10, 2007
CNBC Two-Fer Tonight: Google and Adult Entertainment
I was on CNBC's OTM tonight for two spots. First was about Google's annual meeting, and whether the company needs another leg to drive growth. I argued no, said the other leg was there -- it's taking share, improving monetization, benefiting from a media shift, and adding page views with apps -- and that The Google looks good at these prices. At some point I may have said GOOG's going to $1,000 within two years.The second segment was on adult entertainment and the outlook for Blu-Ray. Will adult entertainment tip the scales in the current format wars? I argued that it likely won't, that things have changed since the VHS/Beta wars, and the real differences between the two formats are too small, and the price differences too large. Happy to hear other views though.
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I'm also baffled by this claim. I was working in the video industry smack in the middle of the Beta/VHS "wars" and adult entertainment never came up. The three things that killed Beta were the 1 hour record time, constantly tensioned tape and Sony's licensing costs.
Samsung is currently selling a player that can work with both HD-DVD and Blu-Ray. No idea about the price (must be expensive) but kind of renders the format wars obsolete if it's not THAT expensive.
As for adult entertainment, I read somewhere that the actors were complaining about High Definition ruining their job because it revealed their cosmetic defects (i.e. skin bumps, etc.). That kind of detail would actually turn viewers off. I guess it's just the opposite of dimming down the lights when you're at it.
Interesting stuff, really. In that case, adult entertainment on iPods (smaller screen with less detail) should really grow. That's if it doesn't make the viewers go blind first.
Cheers.









adult entertainment didn't tip the scales with vhs/beta. that's a common myth.