Alacarte Cable and Geeks

Sat Dec 18 05:01:04 UTC 2010

On 17/12/2010, at 1:17 PM, Jay Ashworth <jra at baylink.com> wrote:

> ---- 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.
>> 
>> +1
>> 
>> 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.
> 
> Cheers,
> -- jra
> 
> 
if the retail price of the content is inflated to support the distribution mechanism (e.g. cable, dsl, fios) and the provider doesn't own the content the result is inevitable.  content owners could care less about how the content reaches eyeballs as long as it does so reliably.  Comcast/NBC merger in the face of comcast/L3-Netflix fight gets interesting.  

jy