Analysts: Telco video to outpace cable telephony in 2009

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Published at: telephonyonline.com

Verizon and U-Verse Should Focus on Broadband ISP and not Triple Play

March 24, 2009

Analysis by: GLG Expert Contributor

It is a Fool's Errand to compete with a "me-too" service A better approach is to offer truly high speed ISP service.  

Samuel GreenholtzPrincipalTelecom Pragmatics

More Than Subtleties Being Missed in Cable TV vs Telco Outlook

March 23, 2009

1.     Let’s say it is true that “[t]elco video growth should outpace cable telephony growth this year for the first time ever.” 2.     That would not be the whole story. 3.     It is not an apples-to apples-comparison.

Cable MSOs Should Pursue Mobile Wireless and Internet TV More Actively Despite Investment Bankers' Attitudes

March 20, 2009

Analysis by: GLG Expert Contributor

The outcomes of battles to capture and retain customers for communications and electronic entertainment services will depend at least as much on the decisions and actions under their own control that are taken by individual players, whether a telco or a cable operator, as on sources of respective generic strengths and weaknesses identified and often presented as inevitable by analysts. Telcos' push into video should stimulate cable operators to take stronger initiatives in mobile wireless, despite previous failed attempts, and learn to exploit the rise of online video.