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Defining Cable TV Industry Perceptions

NCTA Boston Meeting 2012

Time Warner Cable’s recent announcement it will begin a new advertising campaign to entice consumers to return from defection, while retaining existing customers, define Cable TV Industry perceptions. It seems the cable TV company along with business counterparts keeps thinking in the past to … [Read more...]

Why Comcast will Vehemently Fight a DOJ Investigation

Interview with Comcast Brian Roberts at Cable Show

If your company becomes a huge dominate market player in both broadband and content delivery, scrutiny will come your way, like it or not. Comcast (NASDAQ: CMCSA) has been so successful in building both a content and delivery system to such a mass audience; it’s beginning to look like former … [Read more...]

Ramifications of Cable-Sprint Divorce

Sprint Logo

The recent divorce of Cable and its partner Sprint (NYSE: S) seems to be another blow for the wireless carrier that has seen its troubles in 2011. Reference Clearwire’s defiance of mutual goals and AT&T’s merger plans, both threatening to derail any substantial growth and stability for the … [Read more...]

Serving Cloud Applications to Smart TV’s: Eliminating the Set-Top-Box?

Image of Smart TV with Cloud Based Applications

Companies introducing new technologies are moving at break-neck speeds as evidenced at the 2011 International CES Show in Las Vegas this past week. With a momentum promising to virtually eliminate STB’s (Set-Top-Box), Samsung (OTCBBO: SSNLF), along with cable operators Comcast (NASDAQ: CMCSA) and … [Read more...]

Clearwire Creates a Deep and Ominous Money-Pit

Clearwire Communications Van

Clearwire (NASDAQ: CLWR) reported substantial subscriber growth at 1.23 million during the 3rd Qtr of 2010 while looking at operating losses of $540 million during the same period which signals short-term trouble. It is reasonable to believe that growth has been at the expense of capital … [Read more...]

Cable’s move into Mobile: Calculated and Deliberate

Clearwire WiMAX Advertisement

If you believe Cable Operators are not thinking about Mobile Networks and what kind of synergies could bring them increased cash-flow in the future, then you’ve probably missed the obvious signs laid out since 2008. Strategic Partnerships Starting with their investment in Clearwire in 2008, … [Read more...]

Cable Trends: Predicting Stock Value as a Percentage of Division

Comcast Service Truck

Cable Industry stocks, like all tech stocks, have seen their ups and downs when it comes to performance. The industry has been through periods of high infrastructure spending, acquisitions and divestitures, increased programming costs, higher retransmission consent costs, and competitive pressures, … [Read more...]

Home Gateways: A Consumers all-in-one Network to Broadband

Picture of Home Gateway Booth and Demonstration Setup

Now that the broadband experience is reaching a milestone in bridging the gap between digital content and consumers, we all may soon be accessing our Home Gateways to maximize the experience of downloading and viewing relevant content on TV’s, PC’s, Laptop’s, DVR’s, and Mobile … [Read more...]

Fox Vs Time Warner Cable: More Revenues for Fox-Higher Rates for Consumers

Two giants in the telecommunications industry battle publicly over Retransmission Consent. Both Fox and Time Warner Cable have let cooler heads prevail in their war over money to be doled out in fees to Fox by extending their negotiations beyond the Dec 31, 2009 deadline. At issue, the Fox owned … [Read more...]