“The FT and others report that Apple and News Corp.’s 20th Century Fox are preparing to announce a digital movie rental service via Apple’s iTunes store. The service hasn’t been acknowledged by either company, so it’s a bit early to call it a hit or a dud. But here’s a look at some potential winners and losers if the service ever takes off,” Dan Frommer writes for Silicon Alley Insider.
2) Akamai Technologies
3) 20th Century Fox
1) Other download/mail/store-based movie rental services, such as Blockbuster, Netflix, Amazon, etc.
2) Cable companies, telcos, and anyone else offering video on demand.
3) Blu-Ray, HD-DVD
5) Sony (SNE), cellphone manufacturers (MOT, NOK), and other consumer electronics makers
Full article here.