Insight Customers Get Ready For Comcast Switch > Impact on recent 30% Ownership Cable Cap!

reply to Gygax

Re: Impact on recent 30% Ownership Cable Cap!

I would like to find this out as it would be crazy if Comcast started 2008 at over 30% market share with the new regulations. Of course it will all be in court for the next two years before everything is settled. However, what if the courts allowed the FCC rule to be enforced until the case was settled. In the end it looks like cable already won the same case a few years ago and the game has changed so much now - cable competes with telcos, satellite, and even against their own broadband service as more customers watch content online. A recent survey shows 16% if HSI users watch full TV shows online now! 16%!!! It will be really interesting to see what this all looks line in just five years.

»news.zdnet.com/2100-1035_22-6172636.html

While Comcast said the added subscribers will generate an additional $290 million in cash in 2007, the deal actually makes Comcast smaller in the eyes of the Federal Communications Commission. That could bode well for Comcast, as the FCC considers limiting the amount of multichannel subscribers a cable company can have, Moffett said in his note.

"By shedding the attributed subscribers associated with the deal, Comcast actually contracts by 640,000 subscribers," he said. "This comes at a time when the FCC is once again entertaining (to uncertain ends) a long-dormant 30 percent national multichannel subscriber share cap."
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