- CBS (NYSE:CBS) could lose $400K a day in the dispute with Time Warner Cable (TWC) which has elevated to the cable company pulling CBS programming with no carriage fee contract in place, estimates UBS.
- Pivotal Research Group thinks the defiant attitude of CBS could attract the attention of regulators as they look to keep costs for consumers under control.
- What to watch: Though DirecTV (NYSE:DTV) is saying all the right things in solidarity, the tiff gives the company - along with Dish Network (NASDAQ:DISH) a- free run at disgruntled TWC customers while it watches Time Warner Cable do much of the heavy lifting in the fight over content costs.