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Time Warner at Bear Stearns

Posted on March 7, 2007 by Mari Silbey

I caught the first half of Time Warner Cable’s Bear Stearns presentation today and also skipped through the full PowerPoint deck. Not being a financial analyst, the pieces I found most interesting had to do with the technology. First, not surprisingly, CFO John Martin emphasized TWC’s infrastructure as a competitive differentiator. On the one hand [...]

Filed under: Bandwidth, Cable, DOCSIS 3.0, Switched Digital, Time Warner | Leave a Comment »

On Apple TV

Posted on March 7, 2007 by Mari Silbey

After a brief delay, Apple TV is set to deploy later this month, and reporters everywhere are busy doing their homework in advance of launch day. It’s an interesting situation because some of the folks covering Apple TV have PC backgrounds rather than expertise in television technology. Given Apple’s rapid takeover of the digital music [...]

Filed under: Apple, Bandwidth, Cable, Internet, Networks, TV | 8 Comments »

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