If Google, Apple Inc. (NASDAQ:AAPL) and the rest are left with the same bundling that cable companies currently provide and pay for, then that won’t make web-based TV much different from cable and thus would not justify any customers switching.
But if Google Inc (NASDAQ:GOOG) was able and wiling to pay higher licensing fees for the more popular channels in order to offer an “a la carte” option, that could mean that customers may pay similar rates for fewer channels than cable.
What are your thoughts about the options for digital TV? Would you switch from cable to one of these other providers? What would it take for you to switch? If you were an investor in Google, like fund manager David Tepper (see his full equity portfolio), would you advocate delving into this market? Let us know in the comments section below.