Introduction of new 4G wireless devices will fuel demand for IP-ba...
Introduction of new 4G wireless devices will fuel demand for IP-based video solutions in and outside of the home, as well as for faster in-home broadband connections, UBS analyst John Hodulik wrote in a note to investors on UBS’s thesis…
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on the cable sector. That bodes well for cable operators, he said. “We believe high-quality, professionally produced video” will be the so-called killer app on those new devices, he said. “As the LTE devices proliferate, a greater mix of content will be watched on alternative devices (in and out of the home) and cable’s advantage will become increasingly apparent,” he said.