CNET article
news.com
Excerpt:
"[Allen is] buying small profitable cable companies, which can remain profitable, and then he can add interactive services as he goes along and experiment," said Gerry Kaufhold, an analyst at Cahners In-Stat Group, a market research firm. "Then he can figure out what works best and go to a Time Warner or an AT&T and say, 'Look, we can help you do this in your larger systems.' At that point Paul Allen isn't just a cable operator, he could become a media mogul.
"Paul Allen, if he plays his cards right, is the next [USA Networks'] Barry Diller," Kaufhold said.
"I think Paul Allen has figured out the real interesting interactive services are going to be a better fit for very small, targeted audiences," Kaufhold said. "There's a market for interactive services if they're tightly integrated to the community."
Paul Allen has vision, passion, and money. I am betting on his horse- nice thing is that Allen does not even have to come in first to have a big winner on his hands, and GNET will share in his success.
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