Tuesday, March 27, 2007

Loser: Comcast

I think that the cable companies will struggle in the immediate future as wireless networks provide a new access point for households in addition to the telephone and cable lines.

With the advent of high speed internet access reaching a large percentage of homes wirelessly, cable will have no distinct advantage over their competition. Other layers of the media and entertainment "stack" will move quickly to disintermediate cable companies by offering subscription packages that specialize in digital downloading and VoIP.

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