-
Strategies for a discontinuous future.





Consulting & advisory, research notes, in the press, about bubblegen,
next wednesdays.





Thursday, October 16, 2003
 


Cablevision launches a new HDTV satellite service, which costs $750 for the box and sub. It's got 21 exclusive commercial-free channels already, many of which are kind of lame, but with deals for more high profile ones in the pipeline.

The Street is extremely dubious about it's prospects. What a surprise - the Street knows absolutely nothing about analysing network industries.

I wouldn't write them off until after they've failed all the tests of network market strategy - complementarity, externalities, lock-in, and compatibility.

-- umair // 7:22 AM //


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