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Re: In TV 2.0, What's the Future For Cable?
by
Anonymous
Hi Mark,
Iwas traveling yesterday so missed that debate - picked up on it thanks to the Goog Blogs widget. Cable cos will be pretty well served by suppliers like Sea Change who have an eye on what the telcos are planning. Telcos are looking at quad-play futures. Triple play being phone, TV, Internet, quad play being interactivity between viewers - there are some examples out there already. In the labs they have a fifth element which is automated applications, ie compiling small software applications for viewers. It relies on an IP infrastructure which I understand is where Sea Change et al can help cable companies emulate telco systems; there's also local loop unbundling that allows utility companines to get involved and the purchase of broadband ISPs by companies like SKY. This is a hugely competitive area and we wil lsee some weeeding out.
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