Comcast Corp. (CMCSA)

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  • commenter
    Judy Weil
    Apr 03 02:22 PM
    Sprint Nextel Expands Mobile Cable/Telephone Partnership [view article]
    Dear Reader,

    I thank you for your comment. I have clarified above that although the bundled wireless service includes internet, voice and video, Comcast is indeed seeking to capture 20% of the market with those services alone. It will be interesting to see what they ultimately do in the wireless market!

    All the best,

    Judy Weil     Reply
  • commenter
    Julio
    Apr 02 12:39 PM
    Sprint Nextel Expands Mobile Cable/Telephone Partnership [view article]
    "Comcast announced in January its plans to capture 20% of the small business market with bundled wireless services."

    Your facts are a little off. Comcast indeed plans to capture 20% of the small business market, but with their traditional triple play product offering, not with bundled wireless. It has repeated stated that it does not intend to compete "on minutes" in the wireless arena, and is still trying to figure out what to do with the product.

    From their Q4 earnings call:
    "We have no announced plans for any activity out of Spectrum Co. that you haven’t already heard about. But it’s an area that I think we have a lot on our plate in ’07. We will be doing some work with Sprint in a couple of markets to roll out wireless, to see if Quadruple Play has a meaningful difference than Triple Play, better or worse to the consumer.

    Other cable operator partners will be doing different versions of that, but one of the benefits of working in partnership with Sprint is we are going to get to see what ideas work and what ideas don’t work, and we continue to monitor it."     Reply
  • commenter
    Brian Croner
    Mar 30 05:03 PM
    My Website
    Peer to Peer Networking: The Carriers Speak Out [view article]
    I have a project lined up for this. Several, in fact. Social and business networking is a very powerful market force. If one can harness it, the benefits ultimately are as enormous as the demand. Connecting the right people together overcomes the air of antisocial disorder encouraged by the repressive slave society we live in. There are also people that should be prevented from being connected to others, I might add. I am a strong proponent of preventing certain people from having any benefit from my activities in the future. They have extorted me beyond reason. A lot of people have their own nemeses, and would love to enjoy the benefits of specific boycotts from those that have made their own personal lives hell. I would like to try to offer the personal option of economic and social unison OR economic and social isolation to everybody with regards to everybody else. Separate the good from the evil. I can do it. Reply
  • commenter
    spam
    Mar 30 05:40 AM
    Peer to Peer Networking: The Carriers Speak Out [view article]
    Legitimate P2P, applied to video traffic, should not be seen as a new threat by carriers on their networks.

    P2P video is a new opportunity for companies to reduce their costs, offer more services to users, and for users to enjoy greater dowload speeds, social features and consume services increased in quality, and lowered in costs.

    Carriers are contributing to this new P2P services era by dimensionning properly their networks so as to allow users to be both receivers and contributors.

    This is my vision.

    Sebastien
    Project Leader
    1-Click Media
    www.1-click.com     Reply
  • commenter
    stocker blog
    Mar 23 10:51 AM
    My Website
    Four Ways to Invest in Buffett's Berkshire Hathaway [view article]
    I agree that creating a portfolio based on his increased holdings is probably the best. I'm doing some research on returns of his reduced holdings stocks versus increased holdings stocks. Reply
  • commenter
    Faisal
    Laljee
    Mar 15 04:14 PM
    My Website
    Four Ways to Invest in Buffett's Berkshire Hathaway [view article]
    I think creating a portfolio is probably the best way to go. However, Buffett has been lightening up on some of his holdings, which means those are probably not the right ones to own. Two that I can think of right away are HRB and BUD. Instead, it is better to buy stocks in which he has recently built up his stake or is currently adding to his stake. Such stocks are COP, JNJ, USB, USG and PKX. Reply
  • commenter
    Malkiel
    Feb 22 05:45 PM
    Cable Will Win the Bandwidth Wars [view article]
    " He’s also assuming DSL doesn’t get much faster than it is now, but he admits there’s always that possibility it may".

    Well, Since ATT/SBC is offering 6mps RIGHT NOW, it sounds like his analysis is already busted. And having 40% of a market for starters isn't bad when the phone companies are winning the market war in the territories they do cover. The ratio of dsl to cable internet customers in Connecticut is about 8 to 1 at the moment.

    Cable internet has problems with being bundled into expensive packages people don't want to move up to. He's also discounting the universal penetration of phone lines to rural areas thanks to FDR's rural phone programs in the '30's, while cable companies are determined never to string out that far. Time to get a little less "passionate" and a little more rigorous...     Reply
  • commenter
    Greg
    Calderone
    Feb 02 05:54 AM
    My Website
    Jim Cramer's Mad Money Lightning Round Picks, Feb. 1 [view article]
    This is my favorite stock for 07. Perhaps my 3rd largest holding. I see a good quarter, stock doesnt move. Cramer calls it 3rd best value stock of 07, stock doesn't move. KBR spin off coming in April, stock doesn't move. Hopefully soon this one finally catches fire, and goes to a proper multiple. Reply
  • commenter
    Michael
    Church
    Feb 01 03:57 PM
    My Website
    Comcast Triples Q4 Earnings, Outstanding New Cable Subscriptions [view article]
    Comcast investors need to ask themselves several questions:

    1. How does comcast stack up to IPTV and Fiber to the Home?

    2. How does comcast deal with the unbundling of video content?

    3. How does comcast handle the millions of Triple play customers whose new cable service will jump dramatically in price once the initial offering expires? And that is in the face of competition coming online from several angles.

    Not a pretty place.     Reply
  • commenter
    Brian Croner
    Jan 30 02:11 AM
    My Website
    2007 Cable and Satellite Roundup: Beware of Lower Gains [view article]
    That's strange. Wouldn't cell markets erode cable share prices a bit? People are ubiquitously expected to watch TV on the cell phones. And Rupert Murdoch sold his interests in DirecTV, and you know that evil profit-seeking slime has access to information that can only be bribed off a federal government insider. Why did their share prices go up? Because the US Dollar is inflating by 20% per year, but these companies will each only lose 15% of their real value? Reply
  • commenter
    Tom B
    Jan 03 09:02 AM
    Walt Mossberg: Comcast's DVR Is 'Just Awful' [view article]
    Me buying "iTV"--that is, Apple. Reply
  • commenter
    carlivar
    Jan 02 04:43 PM
    Walt Mossberg: Comcast's DVR Is 'Just Awful' [view article]
    TIVO near 52-week low + seeing first-hand how terrible the Motorola DVR is = me buying TIVO. Reply
  • commenter
    Michael
    Church
    Nov 14 08:18 PM
    My Website
    Fiber to the Home: A World of Headaches for Comcast [view article]
    While trying to be poetic, my point was obviously missed. I do have a basic understanding of these networks, I am not an engineer, but i am aware of hybrid fiber networks. And while I agree Cablecos can certainly squeeze more out of their networks, that still doesn't mean its enough. Comcast may very well be a ferrari, but the Bells are building a maserati thats faster and cooler. The real winner is the future content distributors who ride these networks for free.

    Bells dont care about cable, they are selling bandwidth. They may have a video offering now, but its a puppet offering. Comcast just got caught with its pants down as the rest of tech land unbundled video content for them right before their eyes. If you think their network is currently capable with competing with that model you are mistaken. Set top boxes are a sizable investment of theirs, and converting to an unbundled content offering would cost them significant cash, from the software on up.

    On Demand you say??? Yeah that will stack up well to a Microsoft or iTunes based platform. Gotta love those Motorola set top boxes!!

    Price action may say i'm wrong right now, but the Bells are tolling. Forgive me if i doubt Comcast can innovate beyond just being "Comcastic" After all this is a company that has never had to compete before, maybe thats why they are feeling so Comcastic.     Reply

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