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See "Cable Gets Serious About IP Video" - here.
The article does not provide the reasons for what seems to be a redundant move, at least as far as the subscriber may see this (as he gets today linear and VOD services).
However, there are probably several reasons for that - breaking the limits of the MSOs current geographical reach and providing services for all type of screens, including of course mobile devices.
Nevertheless, once the customer moves to IP based video - there are many other choices - as we can see by the recent report from Netflix (here) and "Infonetics: OTT Streaming Services Doubled Set-top Boxes Sales" - here.
See also a Light reading interview with Roku's CEO Anthony Wood - here, and a presentation by Boxee CEO Avner Ronen (no relations) - here - and below.
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