Fear Not MU Scoopsters

[muwarrior69]

ESPN has a WCC deal that lasts until 2019 I believe.  I don't have the value of that contract, but I suspect it is quite small.

Well, if Gonzaga can put competitive teams on the court with a "small TV contract" I guess MU can as well. Just have to wait and see how all this sorts itself out.

[ChicosBailBonds]

Cable is a communist system with the best networks propping up the worst.
Let the free market take over and only the strong survive!
(That's only sorta sarcastic)

Oh, and these television deals will come crashing down at some point. The way people intake content is changing RAPIDLY.

If google/apple/facebook ever want to really get into the live content business, the entire model will change.

Google could charge a pretty penny for customized adspace that plays during a live sports broadcast. Every viewer would receive their own customized set of ads based upon their google algorithm. Much more effective than the standard pop-ups or current commercials (which only target the demographics of the general viewer).

Google won't make the fees that ESPN makes by charging the cable companies (that's some good coin), but if google fiber keeps going, google will be the cable company!

You download the "google sports app" for $X, and boom, you have "google sports" on every piece of electronics you own.

It's obviously not this easy, especially given the expertise and infrastructure in place at ESPN. But, when products become large and somewhat bloated... it opens the marketplace for new competition.

PREVIOUS EXAMPLES: American auto industry in 70's/80's, Best Buy more recently.

The model will evolve as technology and consumer tastes evolve.

The delivery model will change...eventually...but not the money.  That's where I think you are missing the bigger picture.  Disney still needs to recoup the billions spent on NFL.  Fox still needs to recoup the billions they are spending. Etc, etc.  Whether they get that from cable, telco, satellite, or some third party, they're still going to get it.  These are not stupid people.  Ultimately, you and everyone else is going to pay for it one way or the other.  Whether that is through Google or Charter Cable, they are not going to undercut themselves for one delivery system vs another. It just isn't going to happen any time soon. 

You can't compare the consumer electronics retail store to the television industry.  They aren't on the same level.  Costs come DOWN to make things like circuit boards that go into stereos, tvs, etc where other stores can sell the same type of products.   

Tell me when the last time the costs for sports rights, to produce shows, movies, etc went down....it has NEVER happened and that is what drives the cost.  TV business isn't selling widgets or durable goods, quite the opposite.  Now, there could be a day when people are saying they no longer care about sports, no longer care about entertainment and it all ends. That is definitely possible, but for the foreseeable future that isn't happening. 

[Parsighian]

The delivery model will change...eventually...but not the money.  That's where I think you are missing the bigger picture.  Disney still needs to recoup the billions spent on NFL.  Fox still needs to recoup the billions they are spending. Etc, etc.  Whether they get that from cable, telco, satellite, or some third party, they're still going to get it.  These are not stupid people.  Ultimately, you and everyone else is going to pay for it one way or the other.  Whether that is through Google or Charter Cable, they are not going to undercut themselves for one delivery system vs another. It just isn't going to happen any time soon. 

You can't compare the consumer electronics retail store to the television industry.  They aren't on the same level.  Costs come DOWN to make things like circuit boards that go into stereos, tvs, etc where other stores can sell the same type of products.   

Tell me when the last time the costs for sports rights, to produce shows, movies, etc went down....it has NEVER happened and that is what drives the cost.  TV business isn't selling widgets or durable goods, quite the opposite.  Now, there could be a day when people are saying they no longer care about sports, no longer care about entertainment and it all ends. That is definitely possible, but for the foreseeable future that isn't happening. 

Ever hear of Newton and his law? Everything finds its natural stasis point, something Karl MArx didn't comprehend. They said the same thing about tulips. By the way, is it possible for you to dialogue versus preach?

[Canned Goods n Ammo]

The delivery model will change...eventually...but not the money.  That's where I think you are missing the bigger picture.  Disney still needs to recoup the billions spent on NFL.  Fox still needs to recoup the billions they are spending. Etc, etc.  Whether they get that from cable, telco, satellite, or some third party, they're still going to get it.  These are not stupid people.  Ultimately, you and everyone else is going to pay for it one way or the other.  Whether that is through Google or Charter Cable, they are not going to undercut themselves for one delivery system vs another. It just isn't going to happen any time soon. 

You can't compare the consumer electronics retail store to the television industry.  They aren't on the same level.  Costs come DOWN to make things like circuit boards that go into stereos, tvs, etc where other stores can sell the same type of products.   

Tell me when the last time the costs for sports rights, to produce shows, movies, etc went down....it has NEVER happened and that is what drives the cost.  TV business isn't selling widgets or durable goods, quite the opposite.  Now, there could be a day when people are saying they no longer care about sports, no longer care about entertainment and it all ends. That is definitely possible, but for the foreseeable future that isn't happening. 

I'm not comparing the products that Best Buy sells, but rather the business model of how they sold them. Big Box electronic retail has taken a hit because a lot of consumers educate themselves and then shop based simply upon price. At that point, it was a race to the bottom, and Best Buy has too much infrastructure and overhead to compete effectively.

The current content distribution model could be changed by emerging options as technology gets better.

I don't mean to imply that it's all about lowering costs (it's not), but the idea that (insert network) can be found on channel X is antiquated. It's like the railroad, effective, but not a very flexible distribution model.

If a major player (Google) decides to enter the arena, they will change the way content is distributed.

Now, as far as there being a bubble financially, I think that there could be one... but the free market will correct itself if television networks can't generate enough revenue because they have too much overhead in licensing.

Another example: Blockbuster. Once somebody (netflix) figured out a better distribution model, it was over. Borders... Amazon. Over. Bell Systems... cell phones.

I don't think ESPN or Time Warner are going away, but in the next 10 years there will be an evolution in content distribution. Adapt or die.