Satellite will not be any significant threat to cable. Satellite Access will be cumbersome and impractical, you will still need a slow phone line or a fast CABLE Modem to complete your loop and if you have a cable modem WHY bother, in the new Wired World you will need to have Cable or you will be left out. You say WHY, ok THINK!!!Your Phone service will be provided over your Cable box, TV (150+ channels, Sports packages, movies on demand, interactive advertising, Intranet, *Bis to Bis, And a lot more) And you will pay one bill a month. with no hassle!! The only hardware you need will be your Cable Box and Modem which will be installed by your Cable operator. NO DISH on roof, no Satellite modem, no additional phone lines, no dial up (you are wired to the Intrenet 24 Hrs a day at light speed , to me that in itself is a BIG +) The advantage definitely goes to Cable. *A future cash cow for Cable?
2- Programming You will NOT get as many channels with Cable as you will with Sat. But who wants to watch the local news in 49 other states or watch the same movie on 10 channels the only advantage is Sports but now with digital cable you will be able to get NFL, NHL, NBA, etc Sports Packages which will level out the playing field. And with Cable you don't have to worry about the weather (rain) or if your dish is aimed right and you still need a phone line for Sat. Service. The advantage slightly goes to Cable now but will be more compelling in the future as the Cable Companys roll out more and more services.And once their networks are in place the services will role out rapidly.
3-Wireless Most Cable Companys have little or no wireless but wireless will be a must to complete the equation of a total package for the Wired World, that is why I believe the Cable stocks of today will soon belong to the Communication giants of tomorrow
4-Cable Stocks vs DBS Stocks When the investment community finally realizes that much of the above is true the cable stocks will be the hottest sector on Wall Street for quite a while. That is until they are all bought out which I believe will ultimately happen. That is why funds like* Janus etc are heavily waited in cable
* Check out the Janus Fund, Janus Growth, Janus Special Situation etc. Look at their allocations in Cable. These are all highly ranked funds. Comcast top 10 holding in a lot of their funds.
5-DSL (Done Sooner or Later) Pushing old technology to the limit will NEVER come close to competing with FIBER, not a long term threat to Cable Internet access.Cable networks will soon be the Expressway to the WIRED WORLD. DBS, DSL etc. will have to take the local
Nice reply. I am sure it took a while to put it all together. You are right on. Cable has already won this battle. That is why although I hate my cable company (Cox) because of continualy annual rate increases, I bought the stock to get even and make some money.
Mr. Seadog is a disguntled union worker who owns no Cox, dropped his Cox subscription when they were battling with Fox because he wasn't going to get his beloved football game, and just can't seem to let go. Definitely Postal Worker Syndrome material. Hopefully, he has left on his four month sea voyage so we can have some peace here.