Thread- As most know, I like to post factual figures supporting comments/opinions I make. But in this case I don't have time to gather up, edit down, and post comments and articles. Therefore IMVHO, just from my general reading in the last month or so, there appears to be VERY strong demand for digital TV services offered up by the MSOs. IMO, much stronger than the demand for cable modems, and surpassing cable telephony demand too.
An article was just posted on the CUBE thread, about Telewest in the UK having demand exceed supply. And just this AM, the CEO of Charter(USA 4th largest MSO) was on CNBC. His comments were along the same lines- Demand exceeds the ability for the MSO to supply.
AND best of all(this is the stuff I like to focus on), for every additional digital TV sub, Charter signs on, they get and additional $19/month. That is a substantial amount. No wonder the MSOs are not waiting for the NAB/FCC/STB/ITV/VPG/ETV/VOD/HDTV (lml- this is the complicated part), etc... players to work out all their differences. IMHO, the MSOs are just saying, "Give me the analog/digital box as quick as you can, and we'll go install it. We'll work out the details later." -MikeM(From Florida) |
