Simply Inc. (SIMPQ)

[mdimport]

The way I see it, if you were Comcast and were losing cable subscribers to smart phones, it would be a strategic and smart move to acquire a handset manufacturer (IFON) and offer streaming services via those handsets.

So say $80M for IFON, which I think is very inexpensive for a company turning profits, but is still double the current market cap, is a bridge to Comcasts lost customer base. And we all know $80M is peanut money for a profitable NASD stock, and for someone like Comcast.

"...To combat losses, some cable providers are also capping Internet bandwidth and spying on what you do online as part of packaged “bargain deals,” and potentially driving off customers in the process.

But right now, Vidora CEO Alex Hulob thinks these cable companies are mainly being challenged by alternative ways of receiving content than through a cable TV provider.

“The demographics that are challenging them are the younger demographics,” he said...."

http://www.dailydot.com/business/cable-cord-cutter-bandwidth-caps/

The way everyone watched TV as kids is dying in any event and the younger demographic are simply saying "no" to cable and "yes" to smart phones.