…maybe not.   But we’re going to write one anyway - because we feel there are still at least two interesting things left to say about the new Apple device unveiled last Wednesday:

Point #1. Technically, the new Apple new iPad device was disappointing on several levels (still no Flash support, still no multitasking, still no video partnerships, still no AT&T alternative).  But while the storm of negative Twitter reaction had already begun while while Steve Jobs was still on the stage, it was not until the next day that the negative reaction was reflected in the stock price.  Take a look at the chart to your left - the iPad event started at 2:00 Eastern Standard Time and was accompanied by a clear immediate spike in Apple’s share price, due as much to the sheer momentum of pre-event buzz as to superficial (”isn’t Apple the coolest?”) mainstream media coverage of the event itself.  Despite an army of bloggers and tweeters continuing to bash the iPad for its disappointing feature set throughout the day, the price remained elevated - in fact, it was not until the market open on the next day (Thursday January 28th) that the stock suddenly pulled back, ending up lower than it was pre-announcement (with knowledge of the twitter traffic, shorting Apple at about 4:00 that afternoon would have been a good move).

To me, this lag time between the (misguided) initial spike and the next day’s eventual retreat represents the disconnect that still exists between the technorati and investor classes.  That there was such a disconnect even in this case was surprising, though - because Twitter coverage of the event was fueled by an unprecedented number of tech websites serving live video streams of the event (surely a record for a product launch).  Potentially, it’s one powerful symbiotic relationship: the reach of internet video combined with the immediacy of Twitter- yet still, it took a day for the widespread disappointment in the iPad to register in Apple’s share price.

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Yup! Still in Vegas, still big, the annual consumer electronics bonanza we fondly refer to as CES drew to an end yesterday.

First off, although more crowed compared to last year, the popular trade show giant still seemed somewhat off from its previous record attendance. But hey, who’s counting, or not happy about the lack of past years’ never-ending cab and bus lines in front of hotels.

Instead, relative to previous years anyway, CES 2010 seemed much about “quality before quantity”, with some really interesting and innovative nuggets across a still impressive line-up of exhibitors.

So, what are my primary take-aways?

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Comcast has bought a controlling share in NBCU.  Maybe you’ve heard.

Just what this means for hulu is now topic du jour.  For those unfamiliar with the service (are there any left?), hulu is a browser-based premium video website that launched a year and a half ago as a NBC/Fox joint venture and has since became wildly popular (and deservedly so: on a technical level, the streaming is very well implemented, and on a user experience level, the UI is  very cleanly designed).  Since April, when Disney bought into hulu, CBS has been the only major broadcast network left outside of the hulu fold.

More than any other service, Hulu was looking like the future of premium online video.

Then along comes Comcast and makes things interesting: the largest company in the vertical industry most threatened by the advent of online premium (non user-generated) video is now part owner in the nascent medium’s industry leader.

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For while now, we’ve been puzzled by the surprisingly large number of industry analysts operating under the assumption that “internet video” represents just another (albeit fast-growing) computer/web browser use case.  It  comes up most often during panel discussions and articles covering the seemingly intractable problem of how to monetize internet video - “how can we get internet video users tolerate a TV-like higher ad load?” is often the point at which shoulders start to shrug, hands get thrown up in the air, and the discussion grinds to a halt.

“By making the internet video user experience more like TV” is one obvious answer - and one that at least allows the discussion to continue…

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Peter Kafka from All Things Digital writes today that Apples is thinking about launching a $30 per month iTunes-based subscription service to carry cable and broadcast television programming early next year.

According to unnamed sources, over the past few weeks Apple has been pitching the idea to several of the major broadcast and cable networks.  As the article correctly points out, it’s a tough sell: cable networks will are not going to do anything to jeopardize the lucrative business model currently in place, in which they receive both a large cut of the advertising revenue as well as subscription fees from the cable carrier - and everyone is probably tremendously cautious about the effect on ad load, given the inability so far to monetize internet video through advertising (even industry leader hulu has had trouble selling its inventory).

However, there’s something we think the ‘All Things Digital’ article misses…  something important…

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We’ve been watching (and writing) about the rumored Apple tablet netbook for a while now - essentially an iTouch with a 6-10″ touch screen, we feel like this thing is gonna be huge.

Hulu’s been working on an iPhone App (using the more Apple-friendly MP4 format rather than than Adobe Flash) for a few months now - imagine a 10″ tablet for the home that can access iTunes, YouTube and Hulu.  Imagine all this running over your fast home internet connection rather than AT&T’s under-performing 3G data network.  Imagine (the admittedly more remote) possibility of the otherwise Microsoft-centric Netflix streaming service coming to the iPhone OS as well.

In short, this could be one compelling consumer electronics internet video device.

We had speculated on a holiday 2009 release, but recenty the Financial Times reported the iTouch tablet/netbook might hit as soon as September. There’s one (as yet unsolved) problem most of the somewhat breathless coverage of this device fails to mention, though:

Battery Life.

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For two reasons, Brian’s recent TV Everywhere post caught my renewed attention.

For one, earlier today, Comcast announced expansion of its online TV video efforts to an impressive 23 networks. From full-length movie channels - think Cinemax, HBO, IFC, an Starz -  to cable TV favorites such as A&E, E!, Food Network, and WE,  Comcast’s 5,000 trial homes are now among the very first to enjoy online video akin to legacy TV.

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Long-form internet video vs. short-form internet video:  As a recent article in the New York Times noted, online video  program length is starting to increase beyond the short 1- or 2-minute user-generated YouTube clips we’re used to snacking on from the workplace.  The NY Times piece correctly identifies at least one factor behind the trend: increased bandwidth and video quality.

However, like most coverage of internet video, the article labors under the short-sighted assumption that “internet video” is necessarily a function of the  computer and the web browser (evidently under a similar assumption, another New York Times article was recently able to proclaim that “Putting Network TV on the Internet is Not Disruptive”).

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You’ve heard about their growing popularity, you’ve seen them on airplanes -  in this challenging economic climate, the rise of the ‘netbook’ is one of the few recent bright spots in the computer hardware space.   We’ve written about netbooks before - optimized for portability, low price,  and long battery life, these smaller, less expensive laptop computers fill a niche between the smartphone and the full-powered notebook - and they’ve have had that market pretty much all to themselves.

Until now, that is - witness the emergence of a entirely new category of machine (with accompanying acronym): the “MID” (Mobile Internet Device).

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I wrote about Time Warner Cable’s “TV Everywhere” service a month or so ago when it was first announced.   In a nutshell, “TV Everywhere” would allow you password-protected access to all your cable content on demand from any web browser, as long as you maintain a valid cable subscription for all your ‘lean-back’ (i.e. television) viewing needs.

In other words, internet TV everywhere - everywhere except the TV, that is.  

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