| reply to Boricua65
Re: IP Cable Providers I think the bigger issue will be that the coverage area gains cut both ways. While Time Warner Cable could launch an IP Cable product to expand into Comcast's neighborhood, they know that it wouldn't be long before Comcast did the same and got into previously "safe" Time Warner Cable areas. Any competitive advantage of being the first would be short lived and the "disadvantage" of suddenly having to compete for TV customers in areas where they previously held a virtual monopoly would be severe.
--
-Jason Levine |
