Adam

Memo To Cablecos: Fixed Line Is Dead

I cant help explain the sentiments of the street however I can explain voice in Cable. Offering phone service has been effective in competing with the DSL/Voice & Satellite combination. Although alone it doenst represent significant revenue, it has protected the more valuable services. Operators I know have seen their overall subscriber penetration grow by simply adding voice. It also prepared cable operators to compete with VZ and ATT. Lets see how they go with Mobile from the Sprint. Competition between Cable and Telco is precariously balanced, very modest success by Cable operators could tip the scale.