Stephen Griffiths at Breakthroo has an excellent report - "Broadcast TV and Broadband Video, Collision and Disruption" - that he's offering for free. It includes a strong discussion of P2P, which he calls the ONLY truly disruptive technology. Of course it's only disruptive because the entertainment industry continues to fight and not embrace it.

Marc Freedman
RazorPop, developer of TrustyFiles, the leading multiple network P2P file sharing software
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