Comments on: Now This is a Quadruple Play http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/ Our beat: The stock market. Our job: Beat it. Tue, 06 Jan 2009 11:00:12 +0000 http://wordpress.org/?v=2.2.1 By: Trent http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-303 Trent Thu, 29 Jun 2006 22:24:08 +0000 http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-303 Or eventually do both the cable and telephone companies just compete on how much bandwidth they offer for what price and the consumer decides what runs over it? They don't want that to happen but they may have little choice in the end. Consumers who stay put probably don't take the time to navigate through the options, as you say. But I can see people who move or start a household taking advantage of a bundle so as to make things easier in the future (fewer things to switch, etc.) Given that people move on average every five years that is still a pretty significant market opportunity. Or eventually do both the cable and telephone companies just compete on how much bandwidth they offer for what price and the consumer decides what runs over it? They don’t want that to happen but they may have little choice in the end.

Consumers who stay put probably don’t take the time to navigate through the options, as you say. But I can see people who move or start a household taking advantage of a bundle so as to make things easier in the future (fewer things to switch, etc.) Given that people move on average every five years that is still a pretty significant market opportunity.

]]> By: James Marsh http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-302 James Marsh Thu, 29 Jun 2006 22:09:33 +0000 http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-302 Good stuff. Just one question. Why all the hype on the quadplay? Maybe it is just me, but I see lots of switching costs to aggregate these services. Video has DVRs and programming package differences. Voice has number portability issues and quality of service issuees. Wireless has varying network quality issues as well. So I just find it hard to believe consumers will take the time and effort to navigate these hurdles to save $10 on the cable bill. Going a la carte might make more sense in many instances. Thoughts? JMM Good stuff. Just one question. Why all the hype on the quadplay? Maybe it is just me, but I see lots of switching costs to aggregate these services. Video has DVRs and programming package differences. Voice has number portability issues and quality of service issuees. Wireless has varying network quality issues as well. So I just find it hard to believe consumers will take the time and effort to navigate these hurdles to save $10 on the cable bill. Going a la carte might make more sense in many instances. Thoughts?
JMM

]]> By: Trent http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-290 Trent Wed, 28 Jun 2006 14:20:29 +0000 http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-290 Grazie. Grazie.

]]> By: douglas mcintyre http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-289 douglas mcintyre Wed, 28 Jun 2006 14:18:00 +0000 http://stockmarketbeat.com/blog1/2006/06/28/now-this-is-a-quadruple-play/#comment-289 Great piece. Very good insight Great piece. Very good insight

]]>