Originally Posted by blitzen102
I don't think you are correct. I think Comcast has been buying as few as possible. As soon as the DCXs are available - they'll aquire them and start using them.
I think he's very correct...
1) Card based boxes will eventually be retailed to the public
2) Cable boxes aren't cheap
3) Cable companies can't afford to scrap old boxes
Right now MSOs are buying up DVRs as many as they can afford, as fast as they can be produced and still coming up short.
Once OCAP (http://www.opencable.com/
) based applications become the standard (which should happen within the next year) Then the box market will boom. Because until then, you have to make sure you either buy a box that has its own application system (such as a TIVO) or one your cablesystem already supports by Legacy API applications (such as buying a Moto DCH6416 in a market that uses 6412s)
Because of the FCC's encryption mandate of 07/2007 which required the seperation of the encryption function (which stopped the sale and manufacture the older non CARD based boxes) MSOs are buying only what they have to to meed new demand while everyting is changing.
Once the changes have settled in, I suspect bean-counters everywhere will allocate as few dollars as possible to new boxes, especially if the customer can buy their own
Afterall if you had to buy me a car out of your money and rent it to me... and I'm not willing to pay more than $30 a month for the "car" rental and usage fees...Would you buy me a Porsche or would you buy me a Pinto?