Survey Sez 09/07/12

Online video provider Ooyala says the lines between broadband and broadcast media continue to blur as premium content shifts to a more mobile, multi-screen environment. Ooyala data shows long-form video content like movies, sports and TV shows accounted for more than 60 percent of the total time users spent watching video online in 2Q12. Tablet viewers watching long-form videos grew 47 percent in a single quarter. But wait, there’s more: As the U.S. political season heats up, Ooyala tracked how people in different states watch online video across America. “Blue State” viewers – states in which the Democratic candidate won the last U.S. presidential election in 2008 – watched 26 percent more online video, measured by number of plays, than “Red State” viewers (where the Republican presidential candidate won in 2008)…The service-provider router market declined sharply in 2Q12 compared with 2Q11, continuing the trend of market stagnation that began in the middle of 2011, says Dell’Oro Group. “Weak macroeconomic conditions have ravaged the European market, technology investment cycles are slowing in the United States and China, and lower prices are offsetting unit volume growth,” comments Vice President Shin Umeda. “We expect most of these conditions to continue into the second half of this year and are forecasting a flat year for the market.” The top four service-provider router vendors are Cisco Systems, Juniper Networks, Alcatel-Lucent and Huawei Technologies, and they account for more than 90 percent of combined market share in 2Q12.