The Cable Bubble | Syracusefan.com

The Cable Bubble

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I'm not sure all these extrapolations work quite the way people are forecasting in terms of future Revenue from Sports Cable Networks.

I'm not a Cable Network expert, but I do know we're currently in a Sports TV bubble that can't go on forever, due to the supposedly better advertising environment for sports because they're deemed to be watched more live.

Also, the near-monopoly (oligopoly) cable and RBOC broadband/TV providers have been able to push price for about 5 years...my bill is about $270 a month now, and I ain't payin' any more.

The interesting question: how much will it be worth to have an "in-market" school now vs in the future...certainly higher I guess, but at some point people aren't going to pay for the BTN, and the SEC network, and the PAC 10 network, and ESPN, and all that, what executives currently think they will over time.

We'll see, maybe sports values will go up forever, but nothing happens in a vacuum and there will always vbe ceilings to everything.
 

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