Comcast Corp. Cl A Special Common Stock (CMCSK)
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CMCSK Forum Topics
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- General Discussion on CMCSK
- Tiger Fund's Robertson Roars Again [view article]
- Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
- Time Warner Cable Chokes Its Customers [view article]
- Radio Industry Challenges and Opportunities [view article]
- Bill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
- A Hedge Fund Clone Portfolio For 2007 [view article]
- So You Want To Invest Like Buffett? Here's An Easy Trick [view article]
Recent CMCSK Articles
- Comcast: Decent Quarter, Challenges Ahead
- Earnings Preview: Comcast
- Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA
- Time Warner Cable Chokes Its Customers
- Eminence Capital - Portfolio Holdings
- Radio Industry Challenges and Opportunities
- Bill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily
- Earnings Preview: Comcast
- Tiger Fund's Robertson Roars Again
- First Eagle's Eveillard Bullish on Comcast
- Full List of Articles »
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Tiger Fund's Robertson Roars Again [view article]
Advise how to invest in Tiger Global Fund ( Coleman ) ReplyTiger Fund's Robertson Roars Again [view article]
How to invest in Tiger Global Fund ? Replyare
worthless
Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
BAC and the financials are not done going down! Look at BAC today and the XLF. Bullish Calls are losing their shirts. ReplyWednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
It is very hard to understand the point the writer is trying to make. So what direction does he assume each stock to take in Thursdays trading... IYR is my main interest as I invest in SRS at 2:1 ratio?Please boil it down to your estimate of direction and magnitude for each of these positions for tomorrow's trading.
Thanks. Reply
Time Warner Cable Chokes Its Customers [view article]
I don't like the cap idea, but I'm all for tiered pricing. I don't game on-line and rarely download anything larger than a PDF. I want a faster and more reliable connection than 56k, but shouldn't have to buy a huge pipe to subsidize all the heavier users.And the platform idea is stupid. AOL is dead, Yahoo is dying; platforms are short-lived... And people aren't going to watch movies on their computer, that's why NetFlix spent the money to design a set-top box. Everything is going back to the TV once they get ethernet plugs and hard-drives, which should be very soon. Reply
Time Warner Cable Chokes Its Customers [view article]
TW & MSO in general main problems are that they have very poor upload speeds, no QoS capability and horrible Latency issues. All of which contribute to their problem of delivering real world customer demands for serious Broadband upload speeds.Not sure what ComCast will be able to do anything with P2P activity since these functions all require high bandwidth UPLOADs.
Unless waiting until DOCSIS3.0 is out is an option.
If they encourage local entities to develop content/apps these same entities would have limited abiity to upload contend to the TW Servers etc.
Jim Reply
Time Warner Cable Chokes Its Customers [view article]
I do not want a "platform" from TW. I want one thing: bandwidth. I have several choices for ISP (TW, WOW, Verizon, ATT, and several DSL resellers). I buy based on some combo of fastest and least clogged pipe (er, I mean tubes), fewest rules (I run my own web and email servers in my basement), reliability, and lowest cost. ReplyTime Warner Cable Chokes Its Customers [view article]
I do not love the cable companies but there is a legitimate thought to this. The numbers on internet usage are not even, I am not positive but it is something as lopsided as 10% of users use 90% of the bandwidth.So the truth is why should regular internet users subsidize people who watch movies every day on the internet? Granted we are used to this with cable companies, my mom has been paying for ESPN on her basic cable bill for years and never watches it. That is over $3 a month that ESPN charges the cable companies for each subscriber that is shared by all subscribers even though a majority do not use it. Is there a reason my mom should subsidize sports fanatics to the tune of almost $40 a year?
Why is flat pricing any different than gas subsidies. As long as the 10% of heaviest users are bing subsidized on the net they will not limit their usage. I do not like pricing per gig as that is annoying but why not have a three or four tiered structure with different levels of usage. Reply
Time Warner Cable Chokes Its Customers [view article]
TW is the only high speed ISP where my parents live. TW advertises single service high speed internet for $19.99; but there is no way to actually signup for the service. Calls to the company lead to a run around before they finally admit the price is not for single service; but is for combined service (video, telephony). If ever there was an company/industry that screamed for regulation, this is it. TW and the phone companies cherry pick their customers and are careful to ensure their monopoly status is never challenged. ReplyTime Warner Cable Chokes Its Customers [view article]
I have an idea... let's highly regulate the industry since they won't regulate themselves. Obama will help us. ReplyTime Warner Cable Chokes Its Customers [view article]
Ouch, I used to average 500MB+/day just using 56K dial-up many years ago. I probably average 2 gigs/day now. If one has a virus, a trojan or spyware on their computer, you could possibly be using 100s of gigs/day. ReplyEditors
General Discussion on CMCSK
Is this a buy or a sell? ReplyRadio Industry Challenges and Opportunities [view article]
Thanks for the emails I got this morning and all of the links to this over on the Yahoo message boards. Please keep the feedback coming. ReplyBill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
Very cool thanks. Nice to see some overlap. I currently hold TSCO, CNI, EXP, BRK-B. I am sure in much smaller portions then Gates. ReplyBill and Melinda Gates Foundation Holdings Outperforming S&P 500 Handily [view article]
awesome let me pattern my portfolio after them...wait i don't have billions of dollars :)jk guys, ty for the analsis. Reply