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  4. Telvue Corp (TEVE) Message Board

Now this is truly interesting.  In a discussion o

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Post# of 5282
Posted On: 02/15/2014 2:11:06 PM
Posted By: hockmir
Now this is truly interesting.  In a discussion of the TWC-Comcast merger, I encountered the following innocent looking paragraph.  That is, until you consider what it is saying carefully:

The Comcast-TWC merger, which will likely win regulatory approval, could result in more deals between major programmers like Viacom and Walt Disney Co. and online video providers. The programmers, wary of being squeezed by Comcast and the leverage it will gain with 30 million subscribers in negotiations for carriage deals, will form stronger relationships with over-the-top video providers.

The key phrase to pay attention to is "over the top video providers".. As I recall, Telvue is the engine behind a number of Over-the-Top video providers.  If there is a mad scramble to position themselves aguinst the juggernaut being formed, who better for the smaller fish to go to for ready made support than............
(you can fill in the blank yourself)


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