Because cable companies at their core are "infrastructure providers," they have greater potential than rival video providers, according to Craig Moffett, an analyst with Sanford C. Bernstein. As people move away from traditional video services, they will be willing to pay more for high-speed Internet access, which favors cable companies, Moffett said at a CTAM in New York session. "People are arguing over which lane the toll is going to be in. If you own the bridge, it doesn't matter," he said.

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