Sam. I believe analysts are underestimating AT&T's U-Verse and Verizon's FiOS. There services are based on IPTV which is a completely different technology. They use Microsoft's IPTV software to provide the programming. This technology is so dynamic and flexible compared to satellite and cable. In fact, if DirectTV and Cable don't get their act together, the telco's are going to each their lunch with bundling.