After thinking over and I think IPTV is not risk to YOKU
The fact is that IPTV is that traditional TV plays online content and online video can go to the TV set in your living room.
As internet video content provider YOKU will be benefited from it. Without any cost, its customers will doubled and event tripled. The only challenging to YOKU is to maintain the current leadership status.
YOKU is the NO. 2 in China, you know that the NO 1 is CCTV. So I think YOKU has much advantage in the competition, even in the IPTV battle. |