 TopmounterSent By Grocery Clerks
join:2001-02-20
Evergreen, CO | reply to Karl Bode
Re: WSJ got it wrong on fiber inside home; but right on growth Without some "sex appeal", Wall Street would have been happy to cash cow the Telcos into twisted pair oblivion.
I think you are correct though, when it comes to video services, the Telcos don't know what they don't know and it is going to be quite sometime before they have a widely deployed, competitive product that is financially viable (assuming they even have the stomach to get there).
Cable and Satellite haven't even begun to compete.
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| I certainly wouldn't want to be trying to compete in the video space in 2010. If the offerings are good from the five-zillion companies planning to offer TV to iPod, phone, and everything else - there becomes no need for traditional "cable" service, or anything like it.
Existing cable-operators could have a hard time, much less a telco with only 45% of its footprint capable of offering IPTV.
That's without even mentioning piracy and show-trading, which I'll assume will explode even more in popularity. |
