Seen from a pure technology perspective, the Time Warner Cable deal should cement Comcast's position as the dominant player in both content and the local Internet.
Cable's broadband technology has proven itself over time superior to digital-subscriber-line technology from the phone companies. That is why Comcast and Time Warner Cable are first and third in local ISP services.
Verizon (VZ) and AT&T (T) have responded with FiOS and U-Verse, which brings fiber closer to subscribers, but their TV offerings are considered inferior to those of the cable operators and they have failed to gain much headway.(TWX) in 2009 has lacked vertical integration. In recent sports rights negotiations in Europe, owners of infrastructure such as British Telecom have been trumping traditional networks. Control of more content is moving in infrastructure's direction. Follow @danablankenhorn This article represents the opinion of a contributor and not necessarily that of TheStreet or its editorial staff.
Check Out Our Best Services for Investors
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Model portfolio
- Stocks trading below $10
- Intraday trade alerts