Friday, January 12, 2007

Adobe Torrents versus Bockbuster and Netflix

Here's some news that's not getting much press these days, Adobe is building a high def peer to peer movie distribution network into their flash player.

What does that mean? Well it means that 97% of desktop computers will be able to access the worlds biggest and smartest movie distribution network with an upcoming flash update.

Who are the players?
Adobe - Flash w/250-350M players connected to the internet
Verisign - encryption
Kontiki - peer to peer company started by ex-netscapees, bought by Verisign

Impact: They are still missing content and customers but all they have to do is buy out a blockbuster competitor or an online distributor (cinemanow?), but when they do have their ducks in a row they will be a force to recon with. I would think that these guys are Apples biggest competitors in the video rental/purchase market going forward.

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