May 4, 2004

The New York Times > Business > Media & Advertising > Looking Past Cable's Profits to the Rivals on Its Heels

The competitive playing field continues to beckon companies into their rivals' space. In many ways this level of competition is somewhat different than that contemplated by the Telecom Act of 1996. It's alliance based competition rather than one company trying to deliver all the services independently.

At bottom, however are the technology platforms that have become so robust with enormous capital investment during the telecom boom years. Now the trick is to convince consumers that the new services are worthy of their cost. My digital cable and cable modem access is now too high, >$100/mo. I find the real value in the high speed internet connection, not in the cable entertainment.

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