Major Reform of Telecom Act Proposed
The above is a link to an article about telecom deregulation. There are several key points. On the one hand, the telephone companies lose because VoIP is encouraged. On the other hand, the cable companies lose because the cable companies lose the exclusive franchises to offer video. On both hands the consumer wins!
The cost of telephone and cable service will go down and the level of services offered will go up! The promise of cable TV 30 years ago was a reduction in advertisement. This will be another blessing--consumers will have more control over what advertising to watch.
Fox is the latest large player to start restructuring for the new environment. Of course Comcast has been preparing right along with the other big players.
The other winners will be the equipment companies. Companies such as Motorola, TIVO and Scientific Atlantic who make set-top boxes will sell a lot of new sophisticated "boxes". The debate has raged about the new media center computer. The question has been will it be a box or a full blown computer that controls the media. Both sides have good arguments. Because the content owners want to be careful not to have video go the way of songs, the first winners will be the set-top box providers. Later, I believe the boxes will communicate so well with computers that they will be indistinguishable from computers.
The bottom line is that the promise of the internet to revolutionize the entertainment industry is about to happen. During the great gold rush, it was the pick and shovel sellers who made out like bandits. MOT, JNPR, TXN and other manufacturers should do well in these years of change.
BUY THE BULL! WE ARE INTO THE SECOND HALF OF THE GROWTH PHASE OF THE INTERNET AND WIRELESS INOVATIONS. THIS PHASE SHOULD LAST ABOUT 4 YEARS. MAKE SOME MONEY WHILE YOU CAN!
The above is a link to an article about telecom deregulation. There are several key points. On the one hand, the telephone companies lose because VoIP is encouraged. On the other hand, the cable companies lose because the cable companies lose the exclusive franchises to offer video. On both hands the consumer wins!
The cost of telephone and cable service will go down and the level of services offered will go up! The promise of cable TV 30 years ago was a reduction in advertisement. This will be another blessing--consumers will have more control over what advertising to watch.
Fox is the latest large player to start restructuring for the new environment. Of course Comcast has been preparing right along with the other big players.
The other winners will be the equipment companies. Companies such as Motorola, TIVO and Scientific Atlantic who make set-top boxes will sell a lot of new sophisticated "boxes". The debate has raged about the new media center computer. The question has been will it be a box or a full blown computer that controls the media. Both sides have good arguments. Because the content owners want to be careful not to have video go the way of songs, the first winners will be the set-top box providers. Later, I believe the boxes will communicate so well with computers that they will be indistinguishable from computers.The bottom line is that the promise of the internet to revolutionize the entertainment industry is about to happen. During the great gold rush, it was the pick and shovel sellers who made out like bandits. MOT, JNPR, TXN and other manufacturers should do well in these years of change.
BUY THE BULL! WE ARE INTO THE SECOND HALF OF THE GROWTH PHASE OF THE INTERNET AND WIRELESS INOVATIONS. THIS PHASE SHOULD LAST ABOUT 4 YEARS. MAKE SOME MONEY WHILE YOU CAN! 
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