On 17/12/10 4:54 AM, Carlos Martinez-Cagnazzo wrote:
I do believe that video over the Internet is about to change the cable
business in a very deep and possibly traumatic way.

+1

It's clear that this is a major driving factor in the Comcast/L3/Netflix peering/transit issue. Comcast is obviously looking for ways to fill the looming hole in their revenue chart as consumers turn off Cable and get their TV/video entertainment delivered via the internet.

jc


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