Comcast
No Netflix for You! Come Back, Never! [NetFlix]
Source: http://gizmodo.com/5892105/comcast-no-netflix-for-you-come-back-never
Comcast has issued a strongly-worded statement clarifying its position in those discussions Netflix was rumored to be engaging in earlier this week: not us, not our devices, not ever.
In Tuesday’s reports, Netflix hinted that at least one provider was willing to trial it by year’s end. Comcast would like everybody know that it isn’t them. “We have no plans to offer access to Netflix to our customers through our Xfinity TV service, no matter what device,” Comcast spokeswoman Alana Davis told FierceCable.
Instead, Comcast is exploring the possibility of allowing access to its On-Demand library through TiVo Premiere DVR’s
The provider has also developed its own video subscription service called Steampix. It’s designed to compete head to head with Netflix—allowing Xfinity subscribers to access TV series and movies wirelessly and remotely—but includes the conventional bits of flair we’ve come to expect from cable like an bundled channels. Because who doesn’t want to pay through the nose for content they don’t watch? [Fierce Cable via BGR]
No Netflix for You! Come Back, Never! [NetFlix]
Source: http://gizmodo.com/5892105/comcast-no-netflix-for-you-come-back-never
Comcast has issued a strongly-worded statement clarifying its position in those discussions Netflix was rumored to be engaging in earlier this week: not us, not our devices, not ever.
In Tuesday’s reports, Netflix hinted that at least one provider was willing to trial it by year’s end. Comcast would like everybody know that it isn’t them. “We have no plans to offer access to Netflix to our customers through our Xfinity TV service, no matter what device,” Comcast spokeswoman Alana Davis told FierceCable.
Instead, Comcast is exploring the possibility of allowing access to its On-Demand library through TiVo Premiere DVR’s
The provider has also developed its own video subscription service called Steampix. It’s designed to compete head to head with Netflix—allowing Xfinity subscribers to access TV series and movies wirelessly and remotely—but includes the conventional bits of flair we’ve come to expect from cable like an bundled channels. Because who doesn’t want to pay through the nose for content they don’t watch? [Fierce Cable via BGR]
2.3 Million Americans Have Pulled The Plug Since 2010

This chart (below) from ISI Group tells you all you need to know about the fate of cable TV in the age of the iPad: Since Q1 2010, 2.3 million people have stopped subscribing to pay TV as delivered by cable TV companies such as Cablevision, Comcast, DirecTV, Time Warner Cable, Dish, Verizon, and AT&T.
Currently, only 41.5 million Americans watch TV on pay cable.
I’ve been arguing for a while now that Americans are on the cusp of a dramatic change in how they watch video. They’re moving to video over the internet. Traditional TV is dying, in much the same way that in the mid-2000s we all largely stopped using hardwired telephones to make calls in favor of wireless mobile cellphones.
Hardwired phones are still a big business, of course, and most households still have them. But they’re really a vestigial offshoot of whatever bundled communications package you’ve bought.
It looks like cable is about to go the same way. Although its subscriber numbers are dwindling, subscriber numbers for satellite TV and broadband phone/internet service remain relatively healthy, as the second chart (below) shows. That suggests to me that there is a growing number of households choosing a broadband package with the internet as their top priority, and a dwindling number choosing it based on TV.
Ironically, the fall has come at a time when cable is making more ad money than ever. It’s a supply-and-demand issue: It may be that cable TV’s audience is dwindling, but it’s still one of the few venues that reliably delivers millions of eyeballs all at once.
First, the cable TV chart, based on numbers from ISI Group:

Here’s the market share situation. Note that 2011 was a threshold year, when cable slipped from having more than 50 percent of the market to less:

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What Is SOPA? [Sopa]
Source: http://gizmodo.com/5877000/what-is-sopa
If you hadn’t heard of SOPA before, you probably have by now: Some of the internet’s most influential sites—Reddit and Wikipedia among them—are going dark to protest the much-maligned anti-piracy bill. But other than being a very bad thing, what is SOPA? And what will it mean for you if it passes?
SOPA is an anti-piracy bill working its way through Congress…
House Judiciary Committee Chair and Texas Republican Lamar Smith, along with 12 co-sponsors, introduced the Stop Online Piracy Act on October 26th of last year. Debate on H.R. 3261, as it’s formally known, has consisted of one hearing on November 16th and a “mark-up period” on December 15th, which was designed to make the bill more agreeable to both parties. Its counterpart in the Senate is the Protect IP Act (S. 968). Also known by it’s cuter-but-still-deadly name: PIPA. There will likely be a vote on PIPA next Wednesday; SOPA discussions had been placed on hold but will resume in February of this year.
…that would grant content creators extraordinary power over the internet…
The beating heart of SOPA is the ability of intellectual property owners (read: movie studios and record labels) to effectively pull the plug on foreign sites against whom they have a copyright claim. If Warner Bros., for example, says that a site in Italy is torrenting a copy of The Dark Knight, the studio could demand that Google remove that site from its search results, that PayPal no longer accept payments to or from that site, that ad services pull all ads and finances from it, and—most dangerously—that the site’s ISP prevent people from even going there.
…which would go almost comedically unchecked…
Perhaps the most galling thing about SOPA in its original construction is that it let IP owners take these actions without a single court appearance or judicial sign-off. All it required was a single letter claiming a “good faith belief” that the target site has infringed on its content. Once Google or PayPal or whoever received the quarantine notice, they would have five days to either abide or to challenge the claim in court. Rights holders still have the power to request that kind of blockade, but in the most recent version of the bill the five day window has softened, and companies now would need the court’s permission.
The language in SOPA implies that it’s aimed squarely at foreign offenders; that’s why it focuses on cutting off sources of funding and traffic (generally US-based) rather than directly attacking a targeted site (which is outside of US legal jurisdiction) directly. But that’s just part of it.
…to the point of potentially creating an “Internet Blacklist”…
Here’s the other thing: Payment processors or content providers like Visa or YouTube don’t even need a letter shut off a site’s resources. The bill’s “vigilante” provision gives broad immunity to any provider who proactively shutters sites it considers to be infringers. Which means the MPAA just needs to publicize one list of infringing sites to get those sites blacklisted from the internet.
Potential for abuse is rampant. As Public Knowledge points out, Google could easily take it upon itself to delist every viral video site on the internet with a “good faith belief” that they’re hosting copyrighted material. Leaving YouTube as the only major video portal. Comcast (an ISP) owns NBC (a content provider). Think they might have an interest in shuttering some rival domains? Under SOPA, they can do it without even asking for permission.
…while exacting a huge cost from nearly every site you use daily…
SOPA also includes an “anti-circumvention” clause, which holds that telling people how to work around SOPA is nearly as bad as violating its main provisions. In other words: if your status update links to The Pirate Bay, Facebook would be legally obligated to remove it. Ditto tweets, YouTube videos, Tumblr or WordPress posts, or sites indexed by Google. And if Google, Twitter, WordPress, Facebook, etc. let it stand? They face a government “enjoinment.” They could and would be shut down.
The resources it would take to self-police are monumental for established companies, and unattainable for start-ups. SOPA would censor every online social outlet you have, and prevent new ones from emerging.
…and potentially disappearing your entire digital life…
The party line on SOPA is that it only affects seedy off-shore torrent sites. That’s false. As the big legal brains at Bricoleur point out, the potential collateral damage is huge. And it’s you. Because while Facebook and Twitter have the financial wherewithal to stave off anti-circumvention shut down notices, the smaller sites you use to store your photos, your videos, and your thoughts may not. If the government decides any part of that site infringes on copyright and proves it in court? Poof. Your digital life is gone, and you can’t get it back.
…while still managing to be both unnecessary and ineffective…
What’s saddest about SOPA is that it’s pointless on two fronts. In the US, the MPAA, and RIAA already have the Digital Millennium Copyright Act (DMCA) to request that infringing material be taken down. We’ve all seen enough “video removed” messages to know that it works just fine.
As for the foreign operators, you might as well be throwing darts at a tse-tse fly. The poster child of overseas torrenting, Pirate Bay, has made it perfectly clear that they’re not frightened in the least. And why should they be? Its proprietors have successfully evaded any technological attempt to shut them down so far. Its advertising partners aren’t US-based, so they can’t be choked out. But more important than Pirate Bay itself is the idea of Pirate Bay, and the hundreds or thousands of sites like it, as populous and resilient as mushrooms in a marsh. Forget the question of should SOPA succeed. It’s incredibly unlikely that it could. At least at its stated goals.
…but stands a shockingly good chance of passing…
SOPA is, objectively, an unfeasible trainwreck of a bill, one that willfully misunderstands the nature of the internet and portends huge financial and cultural losses. The White House has come out strongly against it. As have hundreds of venture capitalists and dozens of the men and women who helped build the internet in the first place. In spite of all this, it remains popular in the House of Representatives.
That mark-up period on December 15th, the one that was supposed to transform the bill into something more manageable? Useless. Twenty sanity-fueled amendments were flat-out rejected. And while the bill’s most controversial provision—mandatory DNS filtering—was thankfully taken off the table recently, in practice internet providers would almost certainly still use DNS as a tool to shut an accused site down.
…unless we do something about it.
The momentum behind the anti-SOPA movement has been slow to build, but we’re finally at a saturation point. Wikipedia, BoingBoing, WordPress, TwitPic: they’ll all be dark on January 18th. An anti-SOPA rally has been planned for tomorrow afternoon in New York. The list of companies supporting SOPA is long but shrinking, thanks in no small part to the emails and phone calls they’ve received in the last few months.
So keep calling. Keep emailing. Most of all, keep making it known that the internet was built on the same principles of freedom that this country was. It should be afforded to the same rights.
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This Chart Is Driving Apple Bulls Crazy (AAPL)
Source: http://www.businessinsider.com/chart-of-the-day-apple-pe-2011-12
Apple’s price to earnings ratio is at a relatively paltry 14 right now, and it’s driving Apple bulls crazy.
The chart below, which shows Apple’s shrinking PE, from Apple analyst Andy Zaky has been passed around for the last week. (At the time Apple’s PE was 13.3.)
What’s wrong with this chart?
Zaky explains: “Now even though Apple’s growth has far and outpaced the growth of Oracle (16.35 P/E), Amazon (96.15 P/E), Google (19.19 P/E), Cisco (15.11), Qualcomm Inc. (20.62), Amgen, Inc (13.53), Comcast (15.11 P/E), IBM (13.95 P/E), Chevron (13.50), Johnson & Johnson (14.94 P/E), Procter & Gamble (15.49 P/E), and AT&T (13.91 P/E), the stock trades at a far lower valuation relative to these top holdings on the NASDAQ-100 and S&P 500. Some of these companies have actually contracted in 2011. Yet, the market values the earnings out of these companies on the order of 4-5 times more in some cases than they value the earnings out of Apple.”
Of course, there’s more than one way to value a stock. If you value it based on trailing free cash flow, it’s arguably priced fairly, says our Henry Blodget.

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Comcast testing pay-per-package, still afraid of a-la-carte
Source: http://www.engadget.com/2011/10/07/comcast-testing-pay-per-package-still-afraid-of-a-la-carte/
[Thanks, Saye]
Comcast testing pay-per-package, still afraid of a-la-carte originally appeared on Engadget on Fri, 07 Oct 2011 05:12:00 EDT. Please see our terms for use of feeds.
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The numbers vary depending on who you ask or whose data you use
Bing search volume continues to drop despite tons of ads and cheating — redirecting traffic from live.com, msn.com, microsoft.com, and windows search (see also – http://bit.ly/7qDBEz) .
The Nielsen Company today reported December 2009 data for the top U.S. Search Providers.
MegaView Search data – including total searches, unique searchers, search share, and all other search figures – cannot be trended with search results prior to October 2009 due to recent methodology changes.

Searches represent the total number of queries conducted at the provider. Example: An estimated 6.7 billion search queries were conducted at Google Search, representing 67.3 percent of all search queries conducted during the given time period.
versus Oct 2009 numbers from hitwise

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1 in 3 Viewers Despises Television And Wants To See It Die
Source: http://www.businessinsider.com/poll-results-1-in-3-viewers-despises-television-and-wants-to-see-it-die-2011-12
We recently polled Business Insider readers on their attitudes to paying for cable and satellite TV, and we asked for your comments on the future of television itself.
The survey was prompted by the news that a generation of “cord-nevers” and “cord-cutters” is forming — young people who don’t want to pay for cable TV because their laptops and mobile devices provide plenty of free video.
By late Friday, 910 votes had been cast and the result was overwhelming:
Here are the full results:
(The live poll is still open, incidentally.) Obviously, the poll is biased: It’s a self-selecting audience of people who are already getting their news from the web.
Meet the “cord-haters”
Having said that, it indicates that “cord-nevers” may not be the TV industry’s main problem. Rather, judging by the comment boards underneath both the poll and the original story about the death of TV, it is the “cord-haters”: People who actively despise traditional television with its clutter of irrelevant advertising and brainless programming. They are overjoyed that the web now offers an alternative way to watch shows and movies at a fraction of the cost.
The Credit Suisse report identified new technology as the culprit that is now eating TV’s business. But as far as B.I. readers are concerned, it’s not just about the ease of watching movies on an iPad. Rather, it’s that they find TV to be of such low quality that they just don’t want to watch any more of it. Only now has new technology allowed them to watch shows and movies without all of TV’s baggage, such as paying for 500 channels when you really only watch about 10.
Here are some comments from the cord-haters (more here):
Steven: The thing I hate about TV is you only watch a couple stations 99% of the time, but you pay for 150+ stations.
dargoola: This year I cut most of the digital premium channels with on demand add-ons because I never have time to watch them.
There’s a core Of TV channels I watch but it’s shrinking. I’m getting more of my news from the Internet, i blog a lot, and spend more time socially on the net. But TV is still it for the pure pleasure of vegging out and being entertained.
realchuck: I’ve stopped paying some 5 years ago. I installed a ‘seedbox’ with a friendly 3rd-world country hosting provider and just leech torrents (automatically). It costs me some $50 per month including unlimited traffic. So I get TV-shows on the next day, auto-downloaded, and any blu-ray movie – also on the next day. I don’t have to respect any delays imposed by the assholes in the industry.
flubber: TV will fail because of the parent companies and advertisers. How many infomercials do we need?
How many times do they need to cut to commercial during a football game? Quite frankly I do not watch a lot of TV anymore because the amount of real content being aired is a joke and the amount of commercials is just downright insulting. I download everything or watch it on the net.
Dean Wormer: The traditional TV folks are stuck. But they think this is about Netflix, Hulu etc. It’s not. Their product stinks. It’s been this way for years and its getting worse. Hulu is just methadone to get you off the crack pipe.
Krissy: Let us be real here, most regular network TV on now is pure unadulterated shite.
iWonder: Cable isn’t what it used to be. I had cable primarily for channels like Discovery, Science and History but now it seems those networks are being overrun by the same trash programming that took over the big networks a decade ago. Cable isn’t worth it now, 150+ channels and nothing worth watching, that’s why I’m done with it.
jasno: I abandoned broadcast TV because of the incessant commercials. Even on the discovery channel it’s too much. Worse, the commercials are pretty much never for anything that I might possibly buy. For example, I am never going to buy a Chevy Silverado pickup, or any truck, but I have been subjected to about 97,391 commercials for pickup trucks.
Some readers defended TV, saying it still played a useful role in their lives:
rusty syringe: Gave it up for awhile but came back this year. Direct TV’s free Sunday Ticket offer was to good to pass up.
As with most guys I know, if it weren’t for ESPN, NFL, and NBA I wouldn’t get cable. Sports is all I watch on TV.
Frank Castle: I’ve tried all the streaming services and the image quality is crap. With Comcast I have a crystal clear 1080 signal with Dolby digital sound. I have no desire to gather everyone around the laptop to view a show. All these services also are geared to the solo viewer. What do you do when Mom wants to watch HGTV, I’m watching a game, the kids have on disney channel. Your telling me running all those sevices seperately is going to be cheaper then another cable connection?
SEE ALSO: The Facebook Advertising Hall Of Fame: Here’s Who Is Nailing It On The Social Network
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