While browsing the TeamSoper web site yesterday, I found a link to a PDF of a recent (Fall/Winter 2006) white paper with this title by David Tice of Knowledge Networks/SRI. The paper is also available in HTML format at the Knowledge Networks site. Although it doesn't go into specific business recommendations, it's a good overview document to share with boards of directors.
Broadcasters will find Chart 2 useful also (requires clicking a link in the HTML version). Using data from their Home Technology Monitor survey, the chart displays how consumers expect to make analog sets compatible with the new digital standard. Just over half plan to subscribe to a multichannel cable or DBS provider which, while maintaining access, nevertheless will diminish the audience of any one broadcaster now enjoying the benefits of limited channel availability in an over-the-air situation. --Dennis