Will Alcatel regret its bet on Microsoft’s IPTV

6 thoughts on “Will Alcatel regret its bet on Microsoft’s IPTV”

  1. Well, you raise reasonable points about the risk factor of Microsoft’s IPTV middleware actually working but I am guessing that Alcatel has come around to the logic that this is ultimately more of a platform play than a middleware play (i.e., the right content, well integrated into an IPTV platform with visual tools support on on multiple dominant device platforms) in a segment that Microsoft can’t afford to lose.

    Alcatel is obviously betting that having a 1+1=3 story wrt integration of infrastructure gear with this wave is better gravity to ride than living solo on the island of Alacatel. Besides, Microsoft usually figures things out by 3.0, right? 😉

    Plus, it’s not uncommon for them to pony up loyalty dollars and unleash the marketing machine for such converts.

  2. The above comment is right on. Microsoft is providing a platform. The traditional middleware vendors that have been around for over 6 years were not really offering a software product, but video system integration (VSI). Alcatel invested in two of these VSIs and as a result is now the leading industry expert on IPTV deployments, based on its experience during the “experimentation” phase. But the existing “Heath Kit” approach, where every solution is a custom development, will not produce the market-changing impact that our customers need if they want to compete in mass-market television services.

    The marketing hype will tell you that Microsoft is focussed on delivering “betterâ€? TV and Alcatel wants to deliver a user-centric triple play experience. But it’s not only hype. “Better TV” will really begin happening with the integration of more applications onto a standard platform. Our strategy is to focus on developing applications that converge communications and entertainment services for a better end-user experience, and leave the IPTV platform to Microsoft to manage. This approach should greatly accelerate the availibility of mass market IPTV services. Meanwhile, as the comment above suggests, introducing a successful television service on a Telco’s wireline network will also cause significant network investment and pull-through sales of many of our products in the access, aggregation, edge and core parts of the network.

    Jim White, Alcatel

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