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Message: [QUOTE="cuseinchina, post: 641639, member: 3079"] I don't have it in me to respond to all of this in depth (aka the wife is less of a fan of syracusefan.com at 10:45 pm then I am). But just let me re-iterate that this is not something I've just come up with doing a bit of reading - I talk with cable industry execs as part of my job and this is the medium term future as they see it and is what they are planning for and basing their strategy on. Strategy no. 1 is of course to maintain the status quo for as long as possible because the status quo is very very good for the cable companies - which is why this bill will go nowhere fast. But they know that this strategy is not viable within the corporate lifespan of the current ceos of these companies. On the google 1 gpbs 'demo' - Austin texas is no demo - it's a smaller city but the population of young people there are very much like those in Brooklyn or San Fran and so the word of mouth factor is going to be huge. not to mention the fact that they plan to roll out to a large west coast city soon after. But remember - google doesn't need to provide 1gbps in every market it just needs to do it in a few and then force the incumbent cable provider to do the same. Once the incumbent does this in a few markets, the public, the fcc, and the threat of competitive entry into more of their markets will force them to do it around the country -- they essentially obstruct bandwidth to prevent the migration of content from their video system to the intenet - increased competition forces them to just be the best pipe going at the lowest cost and when bandwidth jumps by multiples of 10, 20 50x - the content migration is a forgone conclusion. Google doesn't want to be an ISP - they just want to be the android of online media content. But really with internet enabled TV all you need are the content providers (who the cable co's rely on) to demand faster speeds for their add on content and you'll still wind up in the same place - enough bandwidth to shift content. It doesn't matter how you get there -just that the technology ramping now demands that you do in fact get there. As for the verizon / comcast deal it is not some hypothetical it is a fact and was approved by the FCC despite the protests of consumer groups and fios lovers everywhere. Both comcast and time warner are selling their spectrum to verizon - this is an industry detante to preserve margins in the wireless business and the broadband business respectively - they agree to sell each others products at a monopoly price point. This is part of strategy number 1 above which they all know has a limited shelf life. and yeah the cable industry will survive as a commoditized utility type business with no pricing power - but good content will thrive - and that is really my point that the ACC network has a big advantage in approaching this thing with an eye to 5 or even 10 years down the road when this is reality. [/QUOTE]

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