So Wall Street actually noticed: (1) The cable subscription model of too many channels is facing competition; (2) ESPN is not bullet-proof (and John Skipper is no George Bodenheimer); (3) The media eco-system is undergoing some changes; (4) Jon Stewart walked away from Comedy Central as Viacom subs and ads eroded; (5) In the 2nd quarter, DISH lost 81,000 subscribers and DirecTV lost 133,00 for a total pay-TV drop of 432,000, and (6) The Internet can deliver over-the-top video without too much buffering.
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