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In a recent report from US Bancorp Piper Jaffray Senior Cable, Video and Entertainment Analyst Anthony Gikas, cable operators have a commanding lead in the growing video and residential high-speed data business.

"We believe this lead is sustainable, due in part to the cable industry's $60 billion-plus investment in upgrading its cable system infrastructure to a state-of-the-art, bi-directional, scalable residential broadband communications platform," said Gikas.

In addition, Gikas believes MSOs have a realistic perception of the market and business models that reflect achievable goals. He estimates 13 percent to 14 percent revenue and operating cash flow growth-per-annum and strong and sustainable free-cash-flow long term.

In Gikas' opinion, bundling video, voice and data services creates a significant value proposition for both the subscriber and the MSO due to increased customer loyalty, resulting in reduced customer churn and more efficient use of the broadband pipe. Additionally, Gikas believes the high-speed data service (HSD) industry standard known as DOCSIS (Data Over Cable Service Interface Specification) will enable tiered services and pricing options, enlarging the services' appeal to various demographic and user groups.

From SkyReport (Used with Permission)
 
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