Thursday, August 6, 2009

Cablecos take on broadband everywhere : Why the mobile broadband and DOCSIS 3.0 is the most disrupti

Google and Skype take note: Cablecos are becoming MVNOs for WiMAX, deploying Wi-Fi and embracing 100mbps to the home, in a push for a broadband everywhere strategy. And that just might make them the next great disruptive force in the telecom market.

The MSOs, of course, want to use a somewhat ubiquitous network to enhance their television content proposition. The idea is simple: more broadband, more customized content/video access whenever and wherever subscribers want it, more customer value and, ultimately, more money.

But it’s also a game-changer competitively, taking some of the wind out of the over-the-top providers, while executing on a broadband everywhere vision earlier than the telcos, which not only still have a lot of non-video-friendly DSL connections out there, and which are also waiting for their mobile broadband choice, LTE, to deploy next year at the earliest – in limited release. WiMAX, meanwhile, is on track to be available in 80 major markets by the end of 2010...