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Blog: John Myers

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Bowing to the Analysts?

This month I wrote an article that says it is ok to not be #1 or #2 in market share. I tried to focus on the fact that there is plenty of revenue to be made if you have vision and support for your business plan. Then I come across a pundit / analyst who thinks that AT&T will sooner as opposed to later drop out of the video business because it is just too expensive.

While I don't doubt that AT&T could be chased from the video business if they continue to acquire customers at such a high rate ( ... heck see disney's two mvno efforts... ); I doubt that AT&T will abandon U-verse quite so quickly. This comes from the fact that U-verse isn't just about video, but rather pushing the limits of connectivity to the home. There is a lot more at stake than just providing video services.


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  Posted by jmyers on February 6, 2008 8:00 AM |

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