Jim Penhune Operators Quotations

You have to think that at some point the cable operators are going to be forced to do something. But then again I said the same thing last year when the phone companies cut DSL pricing. It's hard to know where the breaking point is and how long it will take to get there.

The biggest fear of cable operators like Comcast is simply becoming the provider of big dumb pipes. Comcast in particular has been struggling to build its portal business to give customers another reason to choose their service over a competitor's.