Nyquist Capital

Here’s a radical idea. The Blu-Ray vs. HD-DVD fight may never yield a clear winner as a two-tiered market for both technologies may emerge. The history that is repeating itself is not Betamax vs. VHS, but DVD vs. Video CD.

Everyone loves to cite VHS vs. Betamax and the battle fought by Sony and others as […]

There was an interesting interview with Bill Gates by Engadget where they asked a couple questions that really hit home.
Engadget: There’s been some speculation about the Xbox 360 as a platform for IPTV. I know IPTV is something I asked you about back in April, primarily as a platform for set-top boxes and things like […]

Two recent announcements of IPTV ‘networks’ in Japan present a possible model for the unbundling of content from traditional networks and the emergence of true IPTV. While the press and media here in the US are chattering about, and trying to predict whether Apple, Google, Microsoft, Tivo, Comcast etc. will enable this model - there […]

I’m getting ribbed by a few folks about my lack of enthusiasm for satelite radio. It looks like I am not alone.
I think it’s pretty simple for music. MP3 player plus subscription music = no satellite radio music. Satellite radio covers you only when you are in the car, the MP3 works everywhere and offers […]

Mark Cuban has a loooong post (more like an opus) about why HDTV will kill off SDTV and what he feels the post-apocalypse broadcasting landscape will look like. It’s a long read but worth it.
There are some valid points about why HDTV will rapidly take over SDTV, and some really interesting observations on how this […]

iSuppli has a BOM analysis up on the 360, no doubt a result of AnandTech’s hard work. Looks like Microsoft (MSFT) is using the hardware as a loss leader, just as they did on the original Xbox. They estimate the premium Xbox (with hard drive, RF Controllers) has a material cost of $540. The box […]

AnandTech has the first Xbox 360 hardware dissection. Everything one needs to get a good idea of what the bill of materials cost is and how the hardware cost relates to the system cost. What kind of gross margins will Microsoft see on launch day and what sort of cost reductions are lurking?
Anandtech also had […]