As numerous cable ops began aggressive forays into commercial services last year, Time Warner Cable is leading the public MSO charge with 5% market share in business Ethernet services, according to an analysis by Vertical Systems Group based on port share as of Dec 31. Cox owns 10% of the market, which is led by AT&T (22%) and Verizon ( 17%). TWC realized $660mln in commercial services rev in ’07, vaulting into the top 7 and replacing Yipes —and additional upward mobility is expected. “We think we can grow our commercial services revenues at a rate at least twice that of our residential services,” CEO Glenn Britt said Wed during the MSO’s earnings call. Compared to Vertical results covering the 1st half of ’07, AT&T gained 2.5 percentage points, Verizon 1.2, and Cox 1.1 while TWC emerged from the “other” category. Qwest lost 2.4 points to 6%.

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Effros: The Utility of Competition

the underlying theories now being bandied about for either regulating broadband internet access services (BIAS) as a utility or something that should be freely competitive are in major conflict.

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