Replies to post #67632 on Advanced Micro Devices Inc (AMD)

[I_banker]

TiVo and cable DVR boxes succeed based on their user interface and ease of use

Assuming, Intel can match the easy to use user interface, what will cause people to switch. Inertia is on the side of the status quo. Not to mention the cable companies have a direct advertising conduit to their consumers through the monthly bill.

The thing that will limit Viiv's success in the beginning is form factors, IMO.

I agree that this will be an issue for Viiv.

HDTV's have the resolution for crisp Internet browsing, as well as the size and quality to view the next generation of media.

Other than single people, who is going to want to try and monopolize the family TV so they can go surfing. As to pictures and music, they are already available via TiVo.

Viiv may not be all that impressive in the first iteration, but keeping in mind that each year will come with a new generation, I think it will become a high growth vehicle for Intel long term.

Microsoft is the King of iterating to success. I don't think they intend to let xBox360 lose over time. For Viiv to succeed, Intel (relying on OEMs) will have ti battle Microsoft and win.

[imho]

wbmw,

re: Viiv usage patterns

Good choice of words. I also agree that form factor will play a role. It is not so much a Intel v. AMD thing(yet). More of an all-in-one v component thing. But Intel's greatest challange is to modify the behavior of the customer when they interact with multimedia components. The Viiv must become the focus and not just another component. It is a big challange that, as you point out, may require a few iterations.

IMHO