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HTML5 Video technology is interesting for sure but it's not 'prime time' level yet.
For the moment the biggest adopter is Youtube on an experimental basis. We would be wise to keep our eyes on Youtube to see what they can do with it.
The whole HTML5 Video is in flux, so it needs to stabilize as a technology, and then get more entrenched. One of the current advantages of the Flash video is that it allows for more controls over who gets to see it (authentication, DRM, publishing point control, etc.)
Besides all that, we plan to keep on paying attention.
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