Rolling' Out the 'Roms

Multimedia Reporter, Novewmber 1992

Our old friend, Conventional Wisdom, has been telling us for some time that electronic publishing is the wave of the future. It's multimedia books and magazines on CD-ROMS, leading to full-blown on-line information systems in all colors and flavors as the industry matures. Right?

So how do you get a piece of the action? And where is the action anyway? Stay tuned.

According to speakers at last month's Multimedia Expo, CD-publishing is about to take a giant step forward, that is , if it doesn't fall on it's face.

"The market for CD-ROMs is going to be huge and diverse," says evangelist Scott Mize, an executive at Zelos Ventures, which is putting together financing for titles.

"The most aggressive estimates for the total titles marketplace are $5 billion by 1995. By comparison, the music business is currently $6 billion, and film a little over $4 billion."

Drive makers and "all the major publishers" are targeting this holiday season for product launches, according to marketing consultant Joanna Tamer, and you'll see a major push of CD-ROM drives and disks in retail stores like Macys, Sears, and Target. The New York times predicts 2.3 million drives will be sold this year, upping the total number of drives out there to 5 million.

But before you run to your trusty computer and start putting together that interactive rock n' roll cookbook there are a few things to consider.

Tamer worries that the Christmas rollout may backfire because the industry is attempting to bypass the normal market cycle for new technology.

In a normal cycle, says Tamer, "Early adapters" who know what they are looking for are followed by knowledgeable corporate buyers, a wider business audience, and schools and educational buyers.

With acceptance of a new technology, prices come down and a mass market finally develops. Such a consumer market calls for drives that are priced under $200, and "titles" priced at an impulse level: from $19.95 - $39.95.

This time the manufacturers and publishers are attempting to jump from the early adapters straight into the retail mass market on all levels, "before the drives are fully adopted and before the world knows why it would want such a drive." And they're doing it at Christmas during a recession, she adds, noting that they could be stuck with unsold inventories returned by retailers.

ETAK's John Delassandro points out that those 5 million drives will include 20 different, incompatible formats.

This confuses consumers, he points out, and makes it difficult for developers.

"There are several TV platform systems now, and a number of hand-held products. These things need to become compatible."

"People want mobility", he adds, "they want hand-held. They want to interface with televisions and phones. But they want that disk they put in the phone computer to also work in the TV computer, and in their hand-held and their desktop.

"It's not happening today, and it's making all our lives difficult."

Mize is less concerned about the multiple platorm problem, because his company's products are designed for the desktop.

If you are doing a full intereactive media project, he says, and you what to keep things like video and graphics easy, MPC and Mac are all you have to think about.

But it will get more confusing in the living room, he admits, where it "could turn into a bloody battle."

It's true that the technology is still evolving, Mize adds, but there's no reason to wait. You don't have to wait for a better video standard, more memory, or a faster drive. The technology is good enough. It's at a state that's very useful right now.

"I think that where you're going to see the "big wins" soon is where you're trying to communicate some useful information, and where video that's not the best and not the largest screen is just good enough along with with sound of that same basic quality."

The Zelos strategy, according to Mize, is to "develop empowerment products for knowledge workers" in both the home and work environments; products that deliver something that cannot be obtained in any other media,

"We identify a goal or desire that people have to accomplish or learn something, and provide a resource that facilitates their attaining that goal or learning that particular skill.

Mize doesn't think this consumer leap is going to happen very quickly.

"CD-I and CD-TV sales suggest that it's going to be a very gradual selling process, so our strategy is to focus on products that have a little bit higher price point, so there is a higher margin early on -- with content and features of a value level where we can charge somewhere between $50 and $200.

"People are not going to pay $120 for consumer titles, but we think knowledge workers will pay for empowerment products. These people have an identified thing that they want to accomplish by using this product. It's going to help them in their work, their personal interests, or their business."

"Computer marketing and distribution experience will not translate well into CD-ROM sales, he adds. "This area is driven by the content. The models to look at that are the book business, and the record business.

In marketing a product, both Mize and Tamer emphasize that you need someone who is willing to put time into figuring who are the right guys to give the product to, and not just shotgun it out.

"We think it's important to identify groups, associations, different collections of customers that you can get to very efficiently," says Mize. "The hit ratio of the people you spend time marketing to is much higher. We also think that direct marketing is going to be very important.

"I also think you're going to find that advertising is going to find it's way into the new media very quickly, and in fact that's the most effective way to sell the final product.

"A successful beginning strategy may be to create "lite" versions of the product on floppy, some of which will end up being demos, and some of which are entrees into what can be done with a larger product. I can see a product line where maybe the floppy disk would go for $19.99, and the CD for $89, something like that."

Zelos is a partnership between Mize and Geoffrey Workman, a successful publisher of New Age Music CDs. The company is actively looking for new projects.

" We go further than many publishers might, says Mize. "We don't just say bring us a product when it's done then we'll talk to you. We'll step in there, roll up our sleeves, and help to get it done.

Among the other companies looking for titles on CD-ROM, MPC, DOS, and Mac are the affiliated label programs like Sony electronic publishing, Compton's new Media, Broderbund, and Electronic Arts.

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