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clrmoney
clrmoney
7/29/2016 10:53:56 AM
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Platinum
Comcast and OTT
If that is best for business for Comcast not to choose with OTT-Over the Top if they are not living up to the expectations that they hoped.

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afwriter
afwriter
7/29/2016 11:10:55 AM
User Rank
Platinum
No suprise
There is no real direction that Comcast could go right now to compete with other OTT offerings.  Maybe once Amazon and Netflix start only making original programing (that is conjecture and not even close to reality) then Comcast can pick up the OTT mantle.

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Mike Robuck
Mike Robuck
7/29/2016 11:50:34 AM
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Author
Re: No suprise
Comcast has the technology, the content rights relationships, and a large backbone in place to offer a nationwide OTT service, but would it dare offer its OTT services in the same regions as other cable operators, such as Charter? I think that's a factor as well since most of the cable operators (exceptions being small operators such as WOW and RCN) have stayed in their respective fiefdoms.

 

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vnewman
vnewman
7/29/2016 3:25:12 PM
User Rank
Platinum
Re: No suprise
So @Mike - do you think that's like a professional courtesy in a way?

I sort of like the strategy of Comcast keeping it's focus and not trying to get its hand into everything - I mean, you typically can't be good at everything - unless you're Amazon :)

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Mike Robuck
Mike Robuck
7/29/2016 3:32:38 PM
User Rank
Author
Re: No suprise
It's been that way ever since the first franchise agreements were signed. Each cable operator got its own piece of the pie. Then Verizon, A&T and the overbuilders came along. I agree with what Adi wrote; Comcast is biding its time for now. 

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Michelle
Michelle
7/29/2016 4:54:18 PM
User Rank
Platinum
Re: No suprise
Sounds like there's not enough pie to go around... any chance this might turn out differently?

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afwriter
afwriter
7/30/2016 12:13:33 AM
User Rank
Platinum
Re: No suprise
@Mike I wouldn't argue with any of your points but I still think that Comcast would not be able to provide anything drastically different than Netflix or Amazon right now in terms of content and they would most likely not undermine them in price either.  I feel like this is a case of Comcast saying they are not interested instead of trying and failing.

I will be interested to see how their slim package compares to others when it rolls out nation wide. 

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Joe Stanganelli
Joe Stanganelli
7/30/2016 7:08:52 AM
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Author
Sounds fine to me
I don't think this he's wrong.  Despite the tremendous growth of OTT and mobile video, cable is still here to stay and isn't going anywhere anytime soon.  Comcast understands the business it's in and wants to stay there -- as a stalwart complement to online video instead of a competitor.

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Joe Stanganelli
Joe Stanganelli
7/30/2016 7:09:57 AM
User Rank
Author
Re: No suprise
@vnewman: Amazon is *hardly* good at everything.  ;)


Sincerely,

A former Amazon customer who recently did business with them after years again only to be again disappointed

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Joe Stanganelli
Joe Stanganelli
7/30/2016 7:11:44 AM
User Rank
Author
Re: No suprise
@afwriter: That's just it.  Comcast SHOULDN'T try to compete.  There is so much competition in the OTT marketplace right now and there are no real differentiators in terms of content.


And that's where Comcast is focusing and must continue to focus (and it understands that) -- differentiated, exclusive content.  Beyond the content, there's not much room for real innovation in this space at the moment -- and a glut of cooks in the kitchen.

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