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 > >