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Phil Simon

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Why Time Warner and Comcast Are Scared

Why TimeWarner and Comcast are scared.
Mar | 17 | 2011

There are plenty of jobs that I wouldn’t want. Professional mover is one of them, particularly in NYC. Can someone say five story walk-up?

These days, you also can put executive for a cable company in that category. In case you didn’t hear, the iPad 2 has HDMI capability. Now throw the following into the mix:

  • Broadband’s explosion
  • Cheap or free content-rich sites and services like Hulu, GoogleTV, and Netflix
  • Years of dissatisfied customers

Anyone want to have responsibility to maintaining (forget growing) cable-related revenues?

Cable companies are being disintermediated before our very eyes. Think that Time Warner’s new app to allow you watch premium content over an iPad stems from benevolence or a true desire to improve the customer experience? I doubt it. The company is scared.

And they should be. Look at what happened to the music industry.

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1 Comment

  1. Stephen Putman

    As Mr. Spock said in Star Trek II, “Sauce for the goose, Mr. Saavik…”

    My contempt for the cable industry knows no bounds…it couldn’t be happening to a nicer bunch of guys…

    – Steve


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