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September 11 2007: A Korean ISP is planning to launch a kind of “Internet HDTV network”, which would use the country’s ultrafast Internet access to delivery HDTV content. The same concept is said to be under consideration by a US ISP, according to the article referenced here, but we’re pretty doubtful about this. The problem is clear; there aren’t any current US services available with the kind of capacity that Korea offers, except perhaps Verizon FiOS. Obviously Verizon isn’t going to launch an Internet video service competing with its own TV offerings. The main takeaway here isn’t that the Internet will take over for broadcast cable (which it will not), but that it’s clear that HDTV in personalized form can be delivered as VoD over IP. That is most likely what a US ISP would consider, and Internet or IP VoD is probably a key issue for the industry because it could defuse the whole broadcast channel debate were it to take off in volume.