This stuff is really new, and it's amazing how quickly it is moving.

This is more than a bump in the road. I think more and more, TV and video entertainment is moving to an on-demand format, be it Comcast or the Internet. People will download their shows and watch them on their portable device or their television.

The power is there. It's more than just a fad. It's a new medium to deliver content.

A month or so ago, you could only download a few shows this way, and now there are a gazillion being offered, and they're coming out with more.

That's one that has not been talked about a lot, but they've got bigger screens than most of the other portable devices.