DVR and content companies: What should the broadcasters do?
Posted by: admin in Stocks Money News
Filed under: Television, General Electric (GE), Walt Disney (DIS), CBS Corp ‘B’ (CBS), Comcast Cl’A’ (CMCSA), News Corp’B’ (NWS), Time Warner Cable (TWC), Media World
Julia Boorstin covered an interesting topic over at CNBC.com the other day. The Supreme Court, by electing not to review a case involving Cablevision (NYSE: CVC), essentially said that cable companies such as Comcast (NASDAQ: CMCSA) and Time Warner Cable (NYSE: TWC) can pursue digital video recorder (DVR) storage on cable-system servers. By doing this, a perceived barrier to entry for subscribing to DVR has been eliminated: you don’t have to deal with a clunky box. Cable should theoretically see an increase in customers who adopt DVR technology if remote storage is exploited.
Well, as Boorstin rightly points out, CBS (NYSE: CBS), Disney’s (NYSE: DIS) ABC, General Electric’s (NYSE: GE) NBC, and News Corp.’s (NASDAQ: NWS) Fox do need to worry. These DVR technologies basically translate to a drop in the economic value of advertising. Let’s face it: who watches commercials when they don’t have to?
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DVR and content companies: What should the broadcasters do? originally appeared on BloggingStocks on Wed, 01 Jul 2009 16:20:00 EST. Please see our terms for use of feeds.
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