I am seeing this as Charlie realizing that Satellite TV is a transitional technology.
Right now, we have 1,000 channels being beamed at everyone from $200 million dollar satellites. It's very inefficient. Despite the DVR, it sill partakes of the 1930s idea of "The Vikings are on Sunday at 10pm".
The Roku/Netflix model is that you want to watch something, so you pick it, and the server streams it to you. You need to answer the phone, so you press "pause" and it sends a signal to the server to stop at that point.
Wireless Bandwidth is what is needed for the model of the future, where LTE and other technologies allow enough bandwidth for video streaming.
So "Bundling" is the 2005 concept, and what will happen going forward is just the opposite - no difference between Home and Mobile, no difference between Phone, Smartphone, Video or Internet. Just Wireless Broadband everywhere.
This offer for Sprint seems to indicate to me that Charlie understands this.
Right now, we have 1,000 channels being beamed at everyone from $200 million dollar satellites. It's very inefficient. Despite the DVR, it sill partakes of the 1930s idea of "The Vikings are on Sunday at 10pm".
The Roku/Netflix model is that you want to watch something, so you pick it, and the server streams it to you. You need to answer the phone, so you press "pause" and it sends a signal to the server to stop at that point.
Wireless Bandwidth is what is needed for the model of the future, where LTE and other technologies allow enough bandwidth for video streaming.
So "Bundling" is the 2005 concept, and what will happen going forward is just the opposite - no difference between Home and Mobile, no difference between Phone, Smartphone, Video or Internet. Just Wireless Broadband everywhere.
This offer for Sprint seems to indicate to me that Charlie understands this.