The ultimate overbuild? Rumors have long bubbled below the surface
about cable ops marketing content out of their franchise markets via the
Web ... Now Ad Age
(via Xbox Live), Verizon
and other companies are looking at the idea here
• Analyze This
: May 23rd is the Liberty Media
voting day for the Liberty Starz
and Liberty Capital
spinoff tracking stocks. --- Citadel
’s Vijay Jayant
adds Liberty Global
coverage with an ‘add’ and $50/share target. --- Envivio
filed for a $69M IPO.
• Rules & Regs
would like the FCC
to create a “fiscally responsible” broadband USF program ... without overbuilder $s.
is buying Samsung
’s disk drive unit for $1.375B in cash and shares. --- In-Stat
says the migration from SD to HD helped global set-top box revenues to grow from 4Q09 of $5.3B to 4Q10 $5.7B. --- Apple
copied too much of its iPads.
gets the NHL
for 10 years for $2B; now, about those Olympics
: A DISH
filing in the Blockbuster
bankruptcy sale indicates DISH will pick up the leases on about 600 of the Blockbuster retail stores ... meaning over a thousand will be shuttered.
• Up, Over & Down There
: European net neutrality? EU will investigate ISPs over “traffic shaping” in ways that might harm consumers. --- Fujitsu
has unveiled a plan to build an FTTH network in rural parts of the UK.
: As Sprint
have announced a wholesale agreement (finally), Citadel
’s Shing Yin
puts the wholesale ARPU at $6-7/month ... and Sprint will pay Clearwire about $1B over two years. Bernstein Research
’s Craig Moffett
’s quick take: “Sprint finally strikes a deal with Clearwire ... progress, perhaps ... but towards what?”
: Our friend David Lieberman
, now at deadline.com
, takes look at the spectrum battle in “Who will blink first over TV spectrum? Obama Administration battles broadcasters” here
• More News in The Morning BRIDGE
... early tomorrow morning in your in-box.•