..... my thinking here is that if at some point in the future tv becomes simply another part of the internet "broadcast" using IP standards. If all the DTT spectrum gets sold off to mobile operators and satellite capacity becomes too expensive. Then tv will need to be delivered over cable. (unless it does get pumped out from lightbulbs??) And I believe the bulk of tv watched will be on-demand/streaming, rather than watching traditional tv channels.
VM would be in a strong position and as 1andrew1 suggested, VM might want to discourage others from building their own cable networks. If VM offered faster speeds than Sky and could somehow prevent Sky from offering too competitive products themselves, it might be workable. But I suppose Ofcom would jump in at that point.
As you say, VM would need over 50% penetration to make a profit.
I just think that at some point in the next 20 years there will be some kind of "pinch point" where all tv providers/ISPs/telcos will need to use fibre cable for the reasons I've already stated.
At the moment, there are only 2 consumer "cable" networks and only one of them, BT's, is nationwide. Unless Sky/talktalk etc start investing billions into building their own infrastructure, which I don't see happening, then this pinch point will eventually happen. VM and BT have networks, all the others don't, which puts them in a strong position.
Very soon we may get a pinch point in regards to energy. Tony Blair put off the decision to build new nuclear plants and soon, as old power stations keep closing, demand will outstrip supply. I believe this will happen in the tv/broadband arena too.
---------- Post added at 00:47 ---------- Previous post was at 00:47 ----------
Quote:
Originally Posted by pip08456
Exactly, backhaul services are and will continue to be avalable to a host of companies one way or another. That is a totally different service.
However I think Horizon was referring to ducting, cabinet access etc.
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Yep.
---------- Post added at 00:50 ---------- Previous post was at 00:47 ----------
Quote:
Originally Posted by vm_tech
I can't see it personally. HFC is a totally different beast. As an example, say VM allow company X to use their network. If a piece of equipment provided by company X then causes noise causing an outage, would VM then charge X for the resources/compensation for the customer? I think it would be way too difficult to manage. So much other stuff in the background as well. If a customer from X has an issue, they ring through, will VM want to give the access to the CMTS for fault diagnostics? I just can't see it being practical
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Of course this is exactly what happens with Openreach now between them and all the other companies that gain access to BT's infrastructure. Which is why I don't think that current setup is sustainable into the future.