Speaking to investors during Comcast's third-quarter earnings call last week, NBCU chief executive Steve Burke said he was surprised by recent announcements from HBO and CBS introducing new a la carte streaming services. Burke also downplayed these ventures, suggesting they might cannibalize existing business models. TV News Check's Harry Jessell describes his surprise at Burke's surprise, noting that both ventures had been navel-gazed upon by analysts and media pundits for more than a year, with the consensus being that both OTT models would be sound. You can read Jessell's full post here.