Tag Archives: Comcast

Netflix, 1, Comcast, 0

Is Comcast getting into Netflix’s business? It’s a tempting argument, given Comcast’s launch this week of Xfinity Streampix, a service for streaming TV reruns and old movies. That sounds an awful lot like Netflix’s bread-and-butter. Both companies have 20 million-plus … Continue reading

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Lord of the Ringtones

Everyone’s focusing right now on whether AT&T’s proposed merger with T-Mobile will give it too much power in wireless. But that’s only part of the worry. AT&T also wants to sell you a so-called “triple play” of cable, telephone and … Continue reading

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Are You Sure You Want to Friend Facebook?

The media business (and yes, since Facebook and Google put content on screens, they are part of it) is entering a Brave New World where marketers are learning with extraordinary specificity your occupation, state of health, social status, hobbies, favorite movies and music, sexual proclivities and practically every other piece of meaningful information about you. We are told that this will improve the rate of return on advertising by orders of magnitude, and I believe it.

But the downsides are potentially enormous, and haven’t been thought through. If information is power, we are handing power on an unprecedented scale to the people who control what we see and hear on those broadband pipes. When Barack Obama joked at Facebook last week that “I’m the guy who got Mark Zuckerberg to put on a coat and tie”, he was a lot closer to the truth of his position in the scheme of things than he realized. Continue reading

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Fear, Loathing and Comcast

For all the talk about “synergy” and “vertical integration” in Comcast’s $13.75 billion cash and assets deal for NBC Universal, I think something far more fundamental is at play: fear. Continue reading

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Comcast + Time Warner Cable = Bad Idea

The analyst’s assumption is that regulators would cast a blind eye to this oligopoly because new TV entrants like AT&T, Verizon, Dish Network and DirecTV redraw the traditional definition of what constitutes the pay TV market. But he’s conveniently forgetting these giants’ move into telephones, Internet and wireless, and their growing ability to dictate the terms of content distribution. Continue reading

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Sprint, Clearwire: Winners are Google and Cable Operators

Sprint Nextel and Clearwire’s reported $12 billion joint venture to roll out ultra-fast wireless Internet access would be a significant boost to the cellular aspirations of Comcast, Time Warner Cable and Google. The Wall Street Journal said the two companies have raised … Continue reading

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Big Brother in the Living Room?

Talk about a tempest in a teapot. A Comcast executive’s revelation at Digital Living Room last week that the cable company is testing cameras in its DVRs in the living room set off a storm of angry blogs. It began … Continue reading

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