Comcast Pursues Roll-Up Strategy

Comcast (CMCSA) has been managing to beat the economic downturn. Its quarterly performance and the rising stock price are indicative of the company’s execution strength.

Time to Buy Comcast?

2007 has been a terrible year for Comcast (Nasdaq: CMCSA), the stock having lost over 35% value. Is it time to buy or does it have more downside? For one thing, Comcast is not going away. It dominates the US multi-channel television market, serving more than 21 million customers with an HFC network that passes

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IPTV, Next-Gen Television: The Box

By Mitch Berman, Guest Author Previous Posts: * IPTV: Next-Gen Television? * IPTV, Next-Gen Television: The Operators It’s the Chinese Wall, the troll under the bridge, the fallen tree blocking the road. It’s been the anathema of consumer-delivered payTV services around the world. It’s… the Set Top Box! We already have TV boxes from cable

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IPTV, Next-Gen Television: The Operators

By Mitch Berman, Guest Author Previous Post: IPTV: Next-Gen Television? There are 3 flavors of IPTV. This blog deals with the first and most prevalent definition… telco operators. AT&T U-Verse. Verizon FiOS. Second and third tier telcos like Surewest. We will not discuss “technology.” Technology to do video over IP is prevalent, growing and indisputable,

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IPTV: Next-Gen Television?

By Mitch Berman, Guest Author To TV or not to TV? That is the question. William Shakespeare would ask, if he were on the Internet today. According to eMarketer’s March 2007 report, 143 million Americans are using their PCs to go online and watch TV shows or other forms of video on-demand. The Internet continues

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Eric Benhamou & the Turnaround of 3Com (Part 13)

3Com challenged Cisco with a Boundary Router strategy that threatened Cisco’s core router franchise. SM: So what prevented you from finally catching Cisco and passing them? EB: In 1997, there was one major shock for 3Com. More and more enterprise networks had to extend into carrier networks. Enterprises could not build all of these large

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Germany Gets Digitized

By Jörg Überla, Guest Author In two years time, the days of analog TV transmission will be definitely over in Germany. Regardless whether you watch TV via cable, satellite or a simple antenna, you will receive just 0’s and 1’s when you turn on your TV. This digitization of the most time-consuming leisure activity in

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Yahoo’s Video Monetization

In June 2006, Yahoo! Video was launched to promote online video sharing. The service allows visitors to search online video clips produced by partners as well as independent content providers. Yahoo shows video content from associate sites including Discovery Communications, CBS News, Buena Vista Pictures and VH1. Yahoo also has exclusive rights to show clips

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