Re:Netflix is now worth more than Comcast
by dragonwriter on Thursday May 24, 2018 @01:07PM
(#17146069)
> The idea that cable providers can raise prices to compensate for lost TV revenue is predicated on the assumption that there are no alternatives.
Which is increasingly correct, since the same entities that sre cable operators not only largely own the fixed consumer internet connections, they also largely own the mobile broadband providers and satellite broadband providers, and, even if they didn't own the pipes, they own a lot and are in the process of buying up more of the video content channels and the content itself.
Re:Netflix is now worth more than Comcast
by rayiner on Thursday May 24, 2018 @01:49PM
(#17146456)
No, it’s increasingly less correct. Right now, Verizon and AT&T don’t compete with each other, or with Comcast in most places. With 5G, you’ll have 3-4 entities offering broadband in almost every market.
Which is increasingly correct, since the same entities that sre cable operators not only largely own the fixed consumer internet connections, they also largely own the mobile broadband providers and satellite broadband providers, and, even if they didn't own the pipes, they own a lot and are in the process of buying up more of the video content channels and the content itself.