On Nov 30, 2010, at 11:47 AM, George Bonser wrote:
Seriously this has nothing to do with L3 but more with Netflix...it's clear that the Netflix business model is eating into Comcast VoD business and so they are strong arming other providers to affect Netflix's business model. But as others have stated what would happen if Comcast starts coming after every service provider's hosting services that Comcast doesn't like?
Bret
I think it has more to do with this:
http://www.insidebayarea.com/oaklandtribune/localnews/ci_16526623?source =rss
The cable companies are losing subs at an increasing rate. People are using them for internet and not buying the television programming. If Comcast can't collect from their "cord-cutting" customers, then they will collect from the content providers whose products their customers are using.
I have been told that "cutting the cord" are the 3 most frightening words in the cable industry today. IMO, they need to see that they are service providers, not gate-keepers. I am afraid that the Level-3 response here may help them to cling on to the legacy business model and avoid facing the new situation before them. Regards Marshall