At 2:23 PM -0400 6/3/08, Manfredi, Albert E wrote:
The untethered models that already exist today are FOTA and FOTI. Guess
what, Craig. You can opt for these immediately.
No argument Bert.
But the context of the thread was when FOTA and MVPDs would disappear
as consumer choices.
The congloms are NOT going to keep pushing their best content via
FOTA for the reasons I have pointed out over the last week. Once
again:
1. Government imposed content restrictions;
2. The ability to collect additional subscriber revenues from the MVPDs;
3. And the ability to target ads via the Internet.
So the real question here is when will consumers pull the plug. For
the most part they already have for FOTA.
So the most important question is: When with the 85% who now get
their TV fix from the MVPDs drop those services in favor of the
various flavors of direct payment and ad supported media downloaded
from the Internet?
Did you see what Bob posted today on TV in Spain? Can you make a
connection? If consumers catch on to untethered, a shift in that
direction could also happen here. Broadcasters, congloms, and trade
journal scribes, have to get a clue, though.
Trust me Bert. THEY HAVE A CLUE!
And this is EXACTLY the reason why we do not currently have the same
choices here that viewers have in Europe. The congloms are NOT going
to take a step backward and give us all a better deal. They are going
to continue to move forward to a business model where we will pay
more than viewers in other countries for the privilege of viewing
their content.
You keep stubbornly sticking to your 15 percent half-truth, without
getting your head out of the sand (to be polite) long enough to see the
horizon.
Half truth?
I'd wager that half of that 15% watch less than an hour of TV per
week via their FOTA receivers.
You really need to at least move into the 20th century Bert...
The piece on the Pace cable STBs tells you that cable
companies are looking to drop the analog tier as soon as
possible. Maybe it's to offer more VOD. Maybe it's to
facilitate a la carte. I don't know. Fact is, thay are moving
for a quick transition, looks like to be completed within 3
years.
Really?
Yes, Craig. "Over the next three years."
"The contract is for a low cost digital to analogue converter product
that will enable the transition to all-digital networks and will be
delivered over the next three years."
So based on a simple press release from Pace, you have concluded that
the entire cable industry will transition to all digital plants in
three years.
Hmmmm. What do you think about Bert's tip folks?
Should we be buying Pace stock?
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