| I agree, cable will need a something to match telco lte While the previous Pivot is defunct, that picture is different. There is investment involved here, Comcast holds a stake in this.
With LTE likely on the horizon as a potential telco weapon for competition, this is a big problem.
It is really important not to be wrong here; after the bottom just fell out on the 30% limit rule, carriers that offer the better package customers want can poach them off like birds picking up seeds; if packaged correctly, they cant pick up that customer for everything from video to cellphone service.
In fact, I read in previous news that bloggers seem to feel Comcast should buy out Sprint. I think its absolutely necessary for them to do something like this. While I do agree cable should merge with Sprint somehow including Clearwire as part of the deal, I think they should all get together where any cable company can come together on it & form a new consortium (ie: cable wireless alliance), basket the funds and it should take over Sprint.
Reason why is you don't want another cable company such as, like, Cablevision, turning around and saying wait, that's anticompetative for Comcast to buy out Sprint. I mean, Cablevision & Comcast, I don't think, even compete; forming some sort of consortium seems to make sense to me since most of what any cable will want to offer with a wireless/wimax provider will probably be the same thing anyway. If Comcast puts up the most, this would basically give them a large stake in it. |
