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In-Reply-To: <29672845.662.1292609836880.JavaMail.root@benjamin.baylink.com> From: "Jeffrey S. Young" <young@jsyoung.net> Date: Sat, 18 Dec 2010 00:01:04 -0500 To: Jay Ashworth <jra@baylink.com> Cc: NANOG <nanog@nanog.org> Errors-To: nanog-bounces+nanog.discuss=bloom-picayune.mit.edu@nanog.org On 17/12/2010, at 1:17 PM, Jay Ashworth <jra@baylink.com> wrote: > ---- Original Message ----- >> From: "JC Dill" <jcdill.lists@gmail.com> >=20 >> On 17/12/10 4:54 AM, Carlos Martinez-Cagnazzo wrote: >>> I do believe that video over the Internet is about to change the >>> cable business in a very deep and possibly traumatic way. >>=20 >> +1 >>=20 >> It's clear that this is a major driving factor in the Comcast/L3/Netflix >> peering/transit issue. Comcast is obviously looking for ways to fill >> the looming hole in their revenue chart as consumers turn off Cable >> and get their TV/video entertainment delivered via the internet. >=20 > The more I look at this, the more it looks like "pharmaceuticals bought > from Canada are cheaper than ones purchased in America -- and they will be= =20 > *just as long* as only a minority of Americans buy them there. As soon as= > *everyone* in America is buying their drugs cross-border, the prices will > go right back up to what they were paying here." >=20 > This is what's gonna happen with Comcast, too; if their customers drop > CATV, then they're going to have to raise their prices -- and the cable=20= > networks themselves will have *no* way to collect revenue; the cable > systems being their collection agent network. >=20 > This Can't End Well. >=20 > Cheers, > -- jra >=20 >=20 if the retail price of the content is inflated to support the distribution m= echanism (e.g. cable, dsl, fios) and the provider doesn't own the content th= e result is inevitable. content owners could care less about how the conten= t reaches eyeballs as long as it does so reliably. Comcast/NBC merger in th= e face of comcast/L3-Netflix fight gets interesting. =20 jy
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