GOOG and IPTV

January 10, 2008

Google announced that it is tying up with Matsushita to launch Internet TV. While this had immediate pop out effect on Matsushita’s shares, GOOG did not show the same effect. Perhaps because of market conditions that day, in addition to the fact that this may not have significant and immediate revenue impact for Google.
However, in the medium term, I see this as a tipping point for you tube. Google proactively bundling some of their more TV-friendly offerings (aka video and photos) with TV makers out there is a smart move that will sit well with the natural upsurge in interest in viewing online video content on TVs. One can only speculate on the ad revenue implications for you tube once this convergence gathers steam.

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