Cox wants to deliver a gig, so how does cable take on fiber?

Yesterday Cox president Pat Esser, told Bloomberg the cable operator would deliver a gigabit network in some residential markets this year. The interview was cagey on how, but an Ars Technica story notes that Cox has spread doubts about FTTH tech on its web site. Last year, I covered how next-generation DOCSIS technologies can deliver gigabit service and last year Comcast even showed off a 3 Gbps connection. But as cable providers use more of their network capacity and for IP delivery, they will also run up against a tough business problem — namely how to keep subscribers from dumping pay TV packages in favor of web-based alternative.

So what is behind all this talk of cable TV consolidation?

Internet is abuzz with news stories of pending media mergers and rumors of cable company consolidations are doing the rounds on Wall Street. Most importantly cable cowboy John Malone is back in action. Let me tell you about the “why” behind this excitement.