Telus, Bell eating big cable's lunch, says analyst

TORONTO – Incumbent telcos Bell and Telus have proven that cable's "big pipe advantage”, is in fact, overrated, according to Canaccord Genuity telecom analyst Dvai Ghose. In a research note to clients this week entitled ‘Revenge of the Telcos’, Ghose said that Telus and Bell continue to take TV and broadband share from the likes of Rogers and Shaw, at the same time as cable telephony has matured. Part of this shift can be attributed to the telcos’ Mediaroom platform which offers desirable features such as whole home and remote PVR, a superior interactive guide and social media interoperability. While next generation cable boxes...