5:50 PM -- Comcast Corp. (Nasdaq: CMCSA, CMCSK) isn't the only MSO in the land that plans to wire up to 20 percent of its footprint for Docsis 3.0 by year's end. Evidently, Knology Inc. (Nasdaq: KNOL), a competitive cable "overbuilder," is doing that, too.
Although Comcast gets attention every time it sneezes something about Docsis 3.0, Knology's plan for the speedier Internet platform sorta slipped through the cracks.
The overbuilder anticipates "that we will be Docsis 3.0-enabled for about 20 percent of our customers by year-end," MSO chairman & CEO Rodger Johnson said during the company's third-quarter earnings call back on Nov. 5. (See Knology Reports Q3.) "We plan to enable another 50 percent in 2009, and finish out the balance in 2010."
'Course, we're talking about rollouts that don't exactly rival each other in size and scope. Comcast has 24.4 million cable subs. Knology has 671,000 total "connections." But still... The news should at least grab the attention of incumbent operators in Knology's footprint.
Johnson, not yet willing to show all of Knology's hole cards, said the MSO will offer Docsis 3.0 on a market-by-market basis "as the competitive situation dictates."
But for those keeping score, here are the sites where Knology could opt to introduce it first:
Right...it's hard not to find an MSO stock that hasn't been beaten to a bloody pulp over the last 6 months. Any particular reason why you think Comcast or TWC would want to buy Knology, other than they might be able to get a good price for it based on present value? JB
The blogs and comments are the opinions only of the writers and do not reflect the views of Light Reading. They are no substitute for your own research and should not be relied upon for trading or any other purpose.
More The Bauminator
Cable Catchup 4:40 PM Costly CableCARDs, Charter inching closer to an exit, cable FTTP without all the mess, and more
SCTE Trims as It Realigns 4:55 PM Society releases two VPs as it looks to strengthen its engineering core
Kudelski's Clincher 1:05 PM Shareholders go for Kudelski's sweetened bid for OpenTV, and the notion that OpenTV faces a brighter future with Kudelski in control
To save this item to your list of favorite Light Reading content so you can find it later in your Profile page, click the "Save It" button next to the item.
If you found this interesting or useful, please use the links to the services below to share it with other readers. You will need a free account with each service to share an item via that service.