Friday, November 04, 2005

Cable providers link with Sprint

The Austin American-Statesman carries a Cox News Service article about the Sprint/camply comapies joint venture. Roger Entner at Ovum said, "It's a pretty big deal. The big winner here is Sprint."

Craig Moffett at Sanford C. Bernstein wrote in a report that wireless was a "nice-to-have" option for cable companies, not a "must-have" option. He stated, "While the deal is certainly not good news for the Bells, we do not believe that it will have a large near- or mid-term impact on Bell wireline or wireless business."

One critical factor for making the venture work is getting all five companies working together. Entner summed it up when he said, "You have to get people under one hat. It's going to be interesting."