|reply to FFH |
Re: Not cord cutting; but TV video cutting
said by FFH:Maybe, but maybe not. It would be hard to justify as access costs continue to fall. Regardless, Comcast has set themselves up well, leaving them plenty of room to navigate.
.....revenue losses on the TV side will be made up by RAISING PRICES for internet access.....
Margins on all their services is still very high, and they could (as they all will IMO) save some dimes per subscriber by dropping channels. Ignoring the NBC merger, Comcast's Sports Net channels are successful and a major deal or two away from creating real competition and a lot of headaches for ESPN and FOX Sports in the major markets.
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