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Table 2 summarizes the salient characteristics of each group so that readers can assess for themselves who they see coming out on top. We offer our thoughts after this table.
As much as we'd like to, we can't delve into the myriad other factors that will ultimately affect the success (and misses) of each side. Further technological advances, regulatory climates, the economy, and a host of other variables will come into play to further shape the voice, video and data markets. However, we're not going to hide behind that to avoid offering our prognostications. So, in a nutshell, here they are.
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Cable companies have much more to gain in the battle we've delineated. However, they also have much more to lose. |
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As we noted previously, cable companies have much more to gain in the battle we've delineated. However, they also have much more to lose. Cable companies continue to adapt and are becoming sophisticated competitors in telecom markets. We believe that their current forays into "edge" business markets will be successful and they will experience significant market share growth in
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