Thursday, March 08, 2007

Theory & Practice

The Guardian considers its competitors to be "broadcasters, search companies and web publishers" - as reported in the paper itself, as it prepares to invest a lot of money into a web 2.0 website.

On the other hand, implementation is always harder than it seems, as this article about Virgin-customers' tribulations with NTL suggest.

Another triple-player across the Atlantic - Time Warner Cable - went public recently and although its share price has fallen from its launch, this appears to reflect the overall market correction rather than the company's own prospects. Although its interesting to seggregate the impact of consolidation (integration of Adelphia) from the impact of the convergence.

So which is riskier? Doing convergence, or not doing convergence? Aye there's the rub!


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