MSNBC/Motley Fool has this op-ed about how FCC is looking out for consumers. News flash guys …. no. Its looking out for the phone companies. It is using the consumer as a “bulletproof vest” on this thorny issue. (Don’t get me wrong…. I love the idea of not having to pay for say FX or some other crappy channel, when all I want is HBO and ESPN!)
Isn’t it in the Bell operators’ best interest to disrupt the money making part of cable operators’ business. Isn’t it in their best interest to retrofit the regulation to meet their limited, some day it might be possible Microsoft-based IPTV service? Of course it is! Hence the support from company-formerly-known-as-SBC!
Here is why: Over past few years cable operators have managed to grow their top-line and EBITDA, while the Bell operators have been slowly sliding south. Since cable operators have finished their major network upgrades, for next couple of years they can afford to spend money only on projects that can directly generate revenue. They can also be much more aggressive in new service offerings such as premium tier broadband, or VoIP services. Those two offerings can give phone companies a serious migraine.
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