Replies to post #61876 on Wave Systems Corp. (fka WAVXQ)

[bluzboy]

Barge- Janus for digital music distribution will have an uphill battle upon it's release. There will already be 10-20 million iPods having been purchased, and I doubt if all those customers will be looking to replace their iPods(let alone all the additional soon-to-be iPod purchasers with the incredible momentum Apple has built in this space). People have not just purchased the iPods themselves, but tend to have significant additional onies involved in their iPod "peripherals"(Bose Sound-Docks, auto connection and charging systems, etc.)

Rob Enderle can predict away, but I'm predicting that Janus will have to scratch and claw just to gain a foothold, and it will not dominate --Stay tuned!

John

[2bStealthy]

barge, Janus as the iPod killer...

...I suspect we find eBay littered with millions of iPods once Janus is finally released?

I think first mover and staturation might trump Janus, at least for a while.

All incoming students at Duke University are issued iPods. They are used for more than just music. It is an open source platform for services - like downloading my class schedule, keeping my periodic table, etc.

And now an iPhone with MOT is discussed as to be released in 2005.

And I think with the MPAA watching the music model evolve on this platform AND Jobs at the helm of Pixar, Janus is not the slam dunk that I once advocated it was.

The lack of flexibility, nimbleness, and responsiveness over time provided an opportunity for the iPod phenomenon. The iPod wouldn't have made it if the PC world had not ignored the customers on digital services and security.

Thanks for the great discussion points!