Comcast Corp. (CMCSA)

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  • commenter
    SA Editor
    Eli Hoffmann
    May 23 11:58 AM
    Wall Street Breakfast: Must-Know News [view article]
    Richard, Kind of like a cross between wary and leery ;-)

    Fixed     Reply
  • commenter
    Richard
    Schweitzer
    May 23 11:34 AM
    Wall Street Breakfast: Must-Know News [view article]
    "weary" may be appropriate; but the sense is "wary." Reply
  • commenter
    Larry1877
    May 23 09:45 AM
    Wall Street Breakfast: Must-Know News [view article]
    There's no sense in sending this out after the market open. Ready or not send it before the market opens. Reply
  • commenter
    Daniel
    Chvatik
    May 20 08:31 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    A lot of people are confusing a great technology with a great company and a great company with a great stock. No one is arguing that WiMax isn't a great technology. So are satellite phones and we know how that ended. Many people point out the tremendous benefits of WiMax in developing countries. Well, that wonderful but I don't think Clearwire services those countries.

    And yes, WiFi is everywhere now, but it took several years to reach these levels of penetration, not to say the efforts of many different companies on different fronts. Clearwire may not have that much time. Besides, the business models between WiFi and WiMax are very different. Not many companies were able to make a lot of money selling Internet access over WiFi. The ones are do are in niche markets (like airport or hotel WiFi access). I think it's too early to call whether Clearwire will be successful or not. But if they fail, they will probably pave the way for another company that will successfully deliver broadband speed wireless data.     Reply
  • commenter
    CrossProfit
    May 20 05:02 AM
    My Website
    Credit Suisse Updates Its Global Media Outlook: What's New? [view article]
    LAMR call was directionally correct. LAMR posted a loss for Q1 2008. Current ttm P/E is over 100 and forward P/E is over 80!

    Disclosure: short LAMR (for clients). For position rationale, see
    www.crossprofit.com/ar... .
     Reply
  • commenter
    SNB
    May 16 01:49 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    Wimax is a game changing technology, i am based in an emerging market where wired BB penetration is very low. Wimax as a technology will help drive quick adoption and ubuquitous deployments without having to go through what the mature markets went through. Also it has a great roadmap as it progresses. IF you need seamless connectivity on the fly and want to make internet access real & available in every corner of this world this is teh bext solution. Yes initial cost structures are high but the players need to look at long term and future opportunities. Disrupting technologies are always ambiguous, and its been proven for decades that these technologies change teh rule. eg: , television, radio, telephones, aeroplanes, computers now its internet and the list goes on.... Reply
  • commenter
    Richard
    Schweitzer
    May 15 12:58 PM
    Wall Street Breakfast: Must-Know News [view article]
    There is more to the "Empire State" picture and that is relocation. NY is not a good state to be in; and, as people said of Ark. during the depression, "It's a good state to be FROM." Reply
  • commenter
    wsigler
    May 15 12:46 PM
    Wall Street Breakfast: Must-Know News [view article]
    "Expect Basic Materials IYM to pull back. Higher costs for Basic Materials companies due to energy price spike matched with inability to raise prices in a near-recessionary environment. "

    Were that true, we'd not have to worry about inflation, now would we...     Reply
  • commenter
    Robt1947
    May 15 11:06 AM
    Wall Street Breakfast: Must-Know News [view article]
    stockczar, i wish i had an adviser on the ball like you seem to be...keep the info coming..cheers Reply
  • commenter
    stockczar
    May 15 10:53 AM
    Wall Street Breakfast: Must-Know News [view article]
    US manufacturing economy stalling per today's news. "Manufacturing activity in the New York area deteriorated slightly in May, the New York Federal Reserve Bank said Thursday. The bank's Empire State Manufacturing index fell to negative 3.2 in May from 0.6 in April. This is the third month in the last four that the index has been negative. Readings below zero indicate contraction. The report was weaker than expected. Economists were expecting to be essentially flat in April. "

    Expect Basic Materials IYM to pull back. Higher costs for Basic Materials companies due to energy price spike matched with inability to raise prices in a near-recessionary environment.     Reply
  • commenter
    Smack Talker
    May 13 03:43 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    Eric is speaking the truth. WiMax is far too general a term for the large class of licensed and unlicensed spectrums and applications for long-range wireless internet-type connectivity. The real idiots are the guys that keep buying the "Next big thing" stocks so that they can all be "First-movers&quo... and "Smart-Money"... You all look like a bunch of goofs buying up wimax plays like they are Sirius and XM (Remember, those were "Pure plays" on Sat. Radio, "Guaranteed" to win because the good ol USA was only authorizing 2 licenses. Big bust for all but the pump and dumpers.

    Do yourself a favor and leave the loss-strategy investing to the googs and Intel types- they have money to lose. Investors here will wait 3-4 months for the FCC to authorize the deal and none of you folks can even say for sure what networks, equipment, costs, access, etc. will be available in WiMAX for enough years that you would be better to jaunt down to the Starbucks and sit on your WiFi laptop learning about Municipal bonds and CDs.

    Tha way you will still have some money to invest when the world does change... The bleeding edge is for those with thick skin, not big ideas about being first in line when they hand out the millions.

    Reply
  • commenter
    Lonnie
    Devereaux
    May 13 10:26 AM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    Erick:
    Don't listen to what these bozos say. You wrote a very nice article. Your spelling and punctuation are perfect! You also used a very good assortment of words, many of them containing more than 3 syllables.
    You're a great writer, Son. Keep up the good work! I wish your brother Richie wrote half as well.
    Mom     Reply
  • commenter
    Haro
    Futurologist
    May 13 10:18 AM
    Nationwide WiMAX: Who Benefits? [view article]
    What the world nees is ONE, STANDARD wireless broadband solution, and WiMAX is the best bet.
    The future will be wireless (except for the bunggy jump) and WiMAX (or whatever name it takes) will be there.
    We can discuss if the technology works or not, but at the end it is nothing more than microwaves and as the technology matures it will get only better and better.     Reply
  • commenter
    analysis101v
    p
    May 13 10:17 AM
    Nationwide WiMAX: Who Benefits? [view article]
    Another complete waste of time reading worthless opinions. This Scott Berry is not the one with the money. I kind even believe this blog stuff is right underneath the headline section. Bottom line is that INTC and Google, the two tech giants with excellent growth potential, have enough knowledge about WiMax to invest billions in it. Not Millions, Thousands, or Hundreds like what Scott Berry may have, but Billions. Smart money goes where there is real future like WiMax. "No Money" goes on worthless blog articles like this one. Again, what a complete waste of time! Reply
  • commenter
    Wireless
    Han Solo
    May 12 09:49 PM
    The WiMax Deal Is a Disaster: How Google Got Snookered [view article]
    The translation of the business model lacks comprehension of what McCaw and friends have planned for WiMax and more importantly the telco pipeline that will feed these services and revolutionize telco services worldwide and ultimately change the perspective of how these services will be delivered to the world. Perhaps you should invest all you have in AOL :) Reply

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