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"If Apple really wanted to change the way people watched TV, it would change the way people paid...
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Thursday, August 16, 2012, 6:55 PM ET"If Apple really wanted to change the way people watched TV, it would change the way people paid for TV," says Peter Kafka. But that's not happening, since "the TV industrial complex" isn't willing to play ball, and the industry's dynamics are very different from mobile. Hence the current stalemate over Apple's (AAPL) TV and set-top box ambitions. The longer it drags out, the more time the Xbox (MSFT) has to strengthen its living room lead.
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The telco industry is intimately involved, offering voice, data and video via their twisted pair installed base to your home (or business). You know it as U-Verse (ATT) or FIOS (VZ).
They charge reasonable fees. I pay $130 for all three (ATT's U-Verse) when it used to cost me $210 between DirecTV and old fashioned voice landline and ISP (which ironically came from ATT, but with the new bundle provides total NA voice with VOIP.
You have content providers and you have access providers. You need both and you need competition. So I'm not hell bent on eliminating the cable coes. I just want a cheaper price