| Source: www.businessinsider.com --- Tuesday, November 08, 2011
( Written by Rebecca Lipman. List compiled by Eben Esterhuizen, CFA ) Google could be making moves to break into the telecommunications triple-play: cable television, telephone and high-speed internet. The $150 billion a year pay-television market has an understandable lure for Google. A venture into the television market offers a way to expand into pay video and telephone services and has the potential to turn advertising and distribution on its head. "This would put Google in a position where it could not only sell subscriptions to the pay TV channels, but sell ads on those channels as well. It would also put its video-on-demand services in a sweet spot, perhaps moving many of its video capabilities over to the streaming-video Internet side, rather than the conventional cable TV business model," writes Charlie White of Mashable.com . The company has already announced plans to build a fiber-optic high-speed internet service in Kansas City, Missouri and Kansas City, Kansas. Could this be the first step? White adds, "Google might even be able to turn YouTube into a sort of 'virtual cable TV,' where customers could pick and choose the programs they want, and it might be available on a national, or even international scale." Investing Ideas So, which cable TV stocks could be in trouble? For ideas, we collected data on short floats, and identified a list of cable TV stocks being targeted by short sellers. In other words, short selle ...
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