cable company perspective..
from the cable company perspective it's all about the tv...
sports, speical shows on premiums such as showtime, ppv events, etc, etc, etc...
little do they know that they are losing an entire new generation of potential subscribers to the internet. that means the market for take it or leave it blocks of programming as they exist today are going the way of the dinosaur. the lack of consumer choice (of channels, if not the niche content--shows themselves) will shrivel this market to a stump which companies will fight over. compare the "on-demand" programming available with your set-top vs the internet... Even with the Verizon set-top you need to interface with your PC to make much of the internet based content work.
i thought this would be impossible and counter intuitive, but the smaller screen (aka internet media tablets) are surging in popularity (ipad or it's competition) giving cable & telco providers of video something to think about. the only companies tinkering with a strategy are Time Warner, & Verizon. the others are in wait & see (their marketshare shrivel up).