Alacarte Cable and Geeks
jra at baylink.com
Fri Dec 17 12:17:16 CST 2010
---- Original Message -----
> From: "JC Dill" <jcdill.lists at gmail.com>
> On 17/12/10 4:54 AM, Carlos Martinez-Cagnazzo wrote:
> > I do believe that video over the Internet is about to change the
> > cable business in a very deep and possibly traumatic way.
> It's clear that this is a major driving factor in the Comcast/L3/Netflix
> peering/transit issue. Comcast is obviously looking for ways to fill
> the looming hole in their revenue chart as consumers turn off Cable
> and get their TV/video entertainment delivered via the internet.
The more I look at this, the more it looks like "pharmaceuticals bought
from Canada are cheaper than ones purchased in America -- and they will be
*just as long* as only a minority of Americans buy them there. As soon as
*everyone* in America is buying their drugs cross-border, the prices will
go right back up to what they were paying here."
This is what's gonna happen with Comcast, too; if their customers drop
CATV, then they're going to have to raise their prices -- and the cable
networks themselves will have *no* way to collect revenue; the cable
systems being their collection agent network.
This Can't End Well.
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