http://www.nyquistcapital.com/2005/12/27/iptv-and-the-rising-sun/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 http://www.nyquistcapital.com/2005/12/27/iptv-and-the-rising-sun/#comment-75 edcork Mon, 20 Mar 2006 22:15:58 +0000 http://www.nyquistcapital.com/?p=67#comment-75 Excellent analysis of Softbank and the logic underpinning this Vodaphone move. My worry is that they may not have the deep pockets necessary to keep this show on the road before they strike the jackpot. Hopefully they ran the figures. Did anyone reading this run any checks. Excellent analysis of Softbank and the logic underpinning this Vodaphone move. My worry is that they may not have the deep pockets necessary to keep this show on the road before they strike the jackpot.
Hopefully they ran the figures. Did anyone reading this run any checks.

]]> http://www.nyquistcapital.com/2005/12/27/iptv-and-the-rising-sun/#comment-74 Nyquist Capital: Why Softbank Bought Vodafone Fri, 17 Mar 2006 21:49:37 +0000 http://www.nyquistcapital.com/?p=67#comment-74 [...] IPTV and the Rising Sun - Softbank is also the most aggressive IPTV player in Japan. [...] [...] IPTV and the Rising Sun – Softbank is also the most aggressive IPTV player in Japan. [...]

]]> http://www.nyquistcapital.com/2005/12/27/iptv-and-the-rising-sun/#comment-73 .. Tue, 21 Feb 2006 21:10:15 +0000 http://www.nyquistcapital.com/?p=67#comment-73 [...] IPTV and the Rising Sun [...] [...] IPTV and the Rising Sun [...]

]]> http://www.nyquistcapital.com/2005/12/27/iptv-and-the-rising-sun/#comment-72 NTT Video FTTH at Nyquist Capital Tue, 03 Jan 2006 21:34:10 +0000 http://www.nyquistcapital.com/?p=67#comment-72 [...] The public objective is to drive demand for FTTH deployment, though things are going so well there it isn’t clear why that needs a big catalyst. You read it here first that NTT FTTH subscriber additions were outstripping DSL additions. It’s also a good way for NTT to squeeze more revenue out of their existing infrastructure. Unlike Verizon or SBC who are building a parallel broadcast video infrastructure not radically different than the incumbent cable companies, NTT has partnered with a cable company. Our suspicion is that there is not overlap between SKY’s existing subscriber base and the NTT FTTH deployment, and this is a way for SKY to get access to some more subscriber infrastructure. NTT gets to offer 20th century broadcast cable service while full-blown IPTV takes shape. It would be a lot like Verizon partnering with Cablevision or Comcast in Time Warner’s turf. [...] [...] The public objective is to drive demand for FTTH deployment, though things are going so well there it isn’t clear why that needs a big catalyst. You read it here first that NTT FTTH subscriber additions were outstripping DSL additions. It’s also a good way for NTT to squeeze more revenue out of their existing infrastructure. Unlike Verizon or SBC who are building a parallel broadcast video infrastructure not radically different than the incumbent cable companies, NTT has partnered with a cable company. Our suspicion is that there is not overlap between SKY’s existing subscriber base and the NTT FTTH deployment, and this is a way for SKY to get access to some more subscriber infrastructure. NTT gets to offer 20th century broadcast cable service while full-blown IPTV takes shape. It would be a lot like Verizon partnering with Cablevision or Comcast in Time Warner’s turf. [...]

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