ANALYSIS: BDU release overlooks small cable, telco TV. Total industry size in '05: $6.7 billion

ONE UNINTENDED HAZARD of deregulation is that all other news outlets will be under-reporting the size of the Canadian cable industry this morning. On Wednesday, the CRTC released the Canadian broadcast distribution industry's statistical and financial summaries. But the report doesn't include all distributors. From 2004 to 2005, revenues, as well as number of subscribers, remained more or less constant for Class 1 cable carriers. However, with growing investments in voice over IP, for example - as evidenced in Shaw Communications' third quarter report that said capex will rise at a good clip for the next 24 months at least...