Other Cablecos
Could Comcast’s move pressure other MSOs to make a similar purchase? Kerravala said yes.
“Any of the cablecos that have their eyes on up-market would try and replicate this. Cable companies have a reputation for notoriously bad service. Comcast is one of that’s tried to fix that for years. But there’s a lot more to serving larger enterprises than just having product. You need a channel program. Masergy has that. You need all the different partners in place and things like that. I think you could try and build that yourself, but that would take a prolonged period of time,” he said.