I'm not so sure. I think now more than ever, content is king considering they just spent $45 billion to try and kill the king.
http://www.philly.com/philly/busine...re_Time_Warner_Cable.html#eFG73JTsEWkF1LIJ.99
"Charter has made three offers for Time Warner Cable in the last year, the most recent for $132.50 a share. On Tuesday, Charter turned up the heat by proposing an alternate slate of directors for Time Warner Cable's board in a hostile proxy fight.
Cable maverick John Malone controls 27 percent of Charter. He has said the cable-TV industry must consolidate and enlarge to gain leverage in negotiations with content companies such as the Walt Disney Co. and CBS Corp., and to compete with Netflix."
Here's a "comcastic" quote from Brian Roberts in the same article:
Comcast chief executive Brian Roberts said on Thursday morning in a conference call with analysts that a merger with Comcast and Time Warner Cable will create a "near national platform" for its cable-TV and broadband businesses with exposure in 43 of the nations top 50 TV markets.
The deal will eliminate no competitors in the market, Roberts said, adding that it would be "pro-consumer," "pro-competitive," and "in the public's interest."
That's a lot of pro's. Not quite buying it.
In Philly, we've been dealing with this for close to 20 years now. With Comcast owning the Flyers and up until 2 years ago owning the Sixers (still maintaining broadcasting rights), and just recently giving the Phillies a 25% stake in Comcast Sportsnet, if you live in the Philly market and are a sports fan there really is no other option but to bow down to Comcast.
This is a great article about the Phillies deal and with various links to how the tv landscape is changing.
http://www.crossingbroad.com/2014/0...e-agreed-to-a-presumably-massive-tv-deal.html