The Cable Guys Have Become the Internet Guys

[Commentary] The cable TV business hit an important milestone in July: It turned into the Internet business. For the first time ever, the biggest cable TV providers has begun selling more broadband subscriptions than video subscriptions, according to a new tally from Leichtman Research Group.

This is directionally important. The future for the pay TV guys isn’t selling you pay TV -- it’s selling you access to data pipes, and pay TV will be one of the things you use those pipes for.