I have posted in the Newsletter about the Clearwire launch yesterday, but I was struck by the conversations with the company employees. They were using the Internet service with their own preferences,
One of them always had a device open with them in the car to listen to their choice in music via Internet Radio.
The other was using an iTouch to watch his slingbox and commenting on the fact that the video was smooth and unblocked.
Another was a Hulu user who was talking about getting a great stream of video to his home TV.
And of course they all used Skype.
Bottom line it was not a triple play. There service is access to the Interet and the bundle is what you choose to do on it.
Pretty straight forward and suggests a very focused business plan.
If you are not trying to run a three services to the same place, can you build the one service cheaper?
I think operationally the answer is yes.
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