Interesting article on On2, Apple, Adobe..winners and or losers.
http://digitalcontentproducer.com/cameras/revfeat/nab_2008/index8.html
"Streaming and Encoding"
The sections I found interesting:
"For me, the biggest loser when Adobe adapted H.264 was On2 Technologies, which previously owned the only high-quality codec that played back under Flash. Apparently, the financial market agrees: The company's stock, which peaked at about $4 a share in May, is now down to about $1 a share — although it was already down to around $2 a share in August when Adobe made its announcement.
During 2007 and 2008, On2 took some aggressive steps toward the device-and-telephone-handset market. In November 2007, the company acquired Hantro, which provides embedded solutions for semiconductor and device manufacturers. On2 also carved its VP6 codec into two profiles: VP6-S, which uses less complex algorithms for superior playback on low-power devices, and VP6-E, the full-strength codec for desktop playback.
To me, the market for mobile video will be the next great streaming battleground, and On2 will likely play a significant part."
And this:
"The other big loser when Adobe adopted H.264 was Apple — which previously had a near monopoly on H.264 streaming. Now that Flash can stream H.264, it removes a very compelling reason to consider the QuickTime Streaming Server. Because it's a free server, there's no revenue loss, but QuickTime's mind share is definitely on the wane."