Clinton helps Verizon move one step forward towards breaking cables strong hold on apartment dwellers.

Implications: Implications are that Verizon is making progress in freeing up the MDU market which in New York according to Clinton accounts for 20 million people.  This means as I previously stated Verizon will target Cable's premium customers.  The Clinton letter of support is good news for Verizon and bad news for cable companies, especially Cablevision and Time Warner, key New York players, who may face loss of subscribers and increased marketing costs to retain customers.  This is one to watch very closley.

Analysis: This is a follow up to my previous article and shows that there is steam gathering to open up a huge market for Verizon at cable's expense.  I would expect other politicians to jump on the band wagon and bring this issue to the political arena.  The battle is still far from won by Verizon, but it is inching its way along. The opposition will be strong from cable and landlords and if the FCC votes at its October meeting to ban such contracts, except cable and landlords to  immediately appeal. The battle will be fought out in the courts but uncertainty may dampen cable stocks.