Craig Birkmaier wrote: > Yes cord cutters exist Bert. Nobody is claiming otherwise. > > There are several important questions to ask with respect this > phenomenon. > > 1. Why are they cutting the cord? Because the value proposition of the cord is degraded, with the Internet offerings, supplemented by OTA TV for live TV and news. > 2. Are there enough cord cutters to undermine the financial > underpinnings of the MVPD business model? John Skipper seems to think so. It's a little absurd to ask when 50 percent have cut the cord. Only a business fool would hang on and make no changes, until 50 percent of his business has vanished. Like I said, the first derivative is all that really matters here. According to that recent article I posted, the prediction by its authors was 78 percent use of MVPD subscriptions, by 2019. That's more than enough for the congloms and other content owners to be evaluating and testing new distribution options. (I'm sure I've already said all of that. You counter as if there were no erosion in MVPD subscriptions.) > 3. Are there any signs that the practice of tying high value > content to the bundle is changing? Yes, certainly. I picked two long-term MVPD exclusives to prove that point, with more than one article, in recent times: HBO and ESPN. The reason I picked those two is, if these guys are considering their future options, everyone else tied to MVPD distribution is almost certainly doing likewise. You seem to dance around this, but at least you have finally come to accept that ESPN viewership has declined. > But more important, the availability of content from the bundle > via IP streaming is the first step in an inevitable transition > for the MVPDs. It goes way beyond that, Craig. It goes way beyond "the bundle." **When you have more options** for competing solutions, consumers will demand different solutions from the solution they were forced into, during analog MVPD broadcast times. So smart congloms and smart Internet entrepreneurs will offer people what they actually want, and the laggards will lose out. That's the way competition works. > Unlike ESPN, HBO is the victim of rapidly evolving technology. I'd say, 50 percent success. It took some doing to have you see how HBO is changing its business model, and now you'll simply have to wait for John Skipper to convince you that he means what he says. > As I have said repeatedly. Please let me know when less than > 50% of U.S. Homes subscribe to an MVPD service. Ah, yes, the absurd question. That's where I remembered it from. Bert ---------------------------------------------------------------------- You can UNSUBSCRIBE from the OpenDTV list in two ways: - Using the UNSUBSCRIBE command in your user configuration settings at FreeLists.org - By sending a message to: opendtv-request@xxxxxxxxxxxxx with the word unsubscribe in the subject line.