As we head into the Q3 2011 earnings season, Jim O'Neill, editor of FierceIPTV, examines how the telco's IPTV gain is cable's video loss as part of a series looking at the cable vs. telco broadband war. The two top U.S.-based telco video providers--AT&T (NYSE: T) and Verizon (NYSE: VZ)--reported they added 235,000 subscribers and 204,000 new customers last quarter to their respective TV subscriber base. Commentary