-
Strategies for a discontinuous future.





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





Monday, November 24, 2003
 


Very interesting piece vividly depicting high switching costs in the cable industry. Not to mention what sounds like some fairly dubious accouting by the industry claiming that constantly increasing rates are due to capex and rising programming costs.

Come on, cable's a natural monopoly run by textbook evil corporations - I don't buy this for a second. If anything, programming costs should only be increasing for the very small number of winner-take-all networks that have emerged in the last few years - like HBO.

-- umair // 8:50 AM //


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