[opendtv] Re: Does Netflix/Comcast Deal Remove Obstacle To TWC Merger? - Forbes

  • From: Craig Birkmaier <craig@xxxxxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Thu, 27 Feb 2014 10:33:14 -0500

On Feb 26, 2014, at 9:26 PM, "Manfredi, Albert E" 
<albert.e.manfredi@xxxxxxxxxx> wrote:
> 
> Wait. You mean, I need to explain to you why competition for TV content 
> distribution follows the same laws of economics as competition among telcos? 
> It's not obvious?

Thank you for making my point!

There is no real competition among government supported oligopolies.

> Use of Internet instead of MVPD walled gardens, to distribute TV content, 
> most directly addresses the MVPD local monopoly walled gardens, NOT THE 
> CONGLOMS.

There are three oligopolies Bert: content, video distribution and ISPs. The 
last two are mostly the same company in each market. 

Operating a walled garden that uses satellites or cables/fibers to deliver 
video streams versus IP packets is just a matter of technical semantics: the 
content owners have maintained their oligopoly over multiple generations of 
technology. It will be no more difficult to move these oligopolies to the 
Internet, if all else stays the same.

Regards
Craig 
 
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