Had another thought on my post from earlier today.
The NCTA cable show is out in LA this week with FCC Chairman Julius Genachowski set to address the group in a keynote this Thursday.
Thinking in derivatives – perhaps the announcement by the FCC is simply a negotiating tactic to take the upper had in conversations with the ISP’s. Threaten regulation and they have to come hat in hand to the conversation – even if it is a conversation where both sides agree 90% on.
Or if you are really thinking in derivatives, a second derivative might be that post the Comcast case being thrown out – the IPS’s pushed the FCC into this position – knowing that if the FCC decided to regulate, then they can simply deal with their networks as they would probably like to – with usage caps and pricing by the ton on overages. That way, they have cover for the move – after all, it was the FCC that forced them into it.
Makes the head spin.