November 27, 2005

Calling Out the Cable Guy - New York Times

The Telcos are making big bets that they can capture a profitable share of the cable companies' customers while preventing defectors to the cablecos. It's a big bet to invest billions in fiber to the home, acquire the programming/content at a reasonable price to fend off the competition, and deliver wireless broadband, too.

This is a huge bet that people will choose broadband fiber or broadband wireless from the telcos rather than from the cablecos.

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