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  • Comcast +1.2% as it reveals streaming plan, 2-gigabit pricing [View news story]
    $80 by next year if overall market holds up. Very little foreign exposure. Downside is protected by massive cash flow.
    Jul 13, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • Court sets quick timetable for net neutrality challenges [View news story]
    yep.. useless, costly and lets add scary..

    the net neutrality "argument" is empty blather. the internet is not closed, its wide open... just because person A finds a service "essential" doesn't immediately give an overreaching government the basis to regulate it..just because a business with market power uses it for profit does not create some kind of moral imperative ..

    my favorite joke argument is that the ISP's will stifle innovation...have any of these people been on the internet in the last 5? 10? 20? years.

    another joke favorite is comparing small countries with dense population centers to the gigantic and sprawling US..they are not comparable
    and frankly whatever comparisons are being made, if the gov't was involved the comps would be much worse.

    it cost the ISP's $100's of billions (literally) to build this out...the essential service people talk about is $5 a day, regardless of the whining, the service is generally excellent and gets better over time... Comcast recently announced by next year they are GB or more...

    any regulation that slows them down will only come back to us with less service and more fees... and that's what the government wants, they get their piece and they get to leverage their power over comcast has no real power to limit content, its NOT in their interest!!!! but the gov't has the opposite interest and like the IRS which now routinely audits political foes, the gov't will use its power to regulate speech and commerce it deems a threat to whomever is currently in power

    wake up...this is an awful thing happening...

    btw..follow the money... Comcast is at $61...higher than before the recent pronouncements.. the market knows that this cost will be passed on to the consumer , and like everything it will get marked up...
    Jul 1, 2015. 10:40 AM | 2 Likes Like |Link to Comment
  • Alibaba to launch video streaming service [View news story]
    overstated maybe but ultimately BABA will get licenses that netflix will never growth is always difficult
    Jun 15, 2015. 08:27 AM | 1 Like Like |Link to Comment
  • Comcast continues customer-service revamp with new forums [View news story]
    I just had a problem with my digital cable, box. They were great.

    I took the box into their service center, they handed me a new one in 5 minutes and a guy came out 2 days later and worked outside and replaced connections..

    i had direct tv for three years and it constantly went on and off for no reason i could think of and they had a guy out twice, they never fixed my problem and said since nothing was broken if i wanted to replace equipment i had to pay and the 2nd guy got dirt all over my carpet..
    to each their own
    Jun 10, 2015. 07:54 AM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    They missed the boat frankly...they did a lot more than look at wireless.

    At the time they were capital constrained and had leverage way to high to borrow like they can today...they left the industry because they are about scale and control and they couldn't find a way to have scale and be the operator..the margins were actually fantastic in wireless, it was the capex and inability to scale.

    They did the same thing with programming as well with QVC which is hugely valuable but they sold that too.
    May 28, 2015. 05:14 PM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    Comcast was a founding investor in both Nextel and Sprint PCS.

    they also owned metro phone in philly...

    they sold out a pretty huge profits at the time..

    this was all very early in wireless...
    May 28, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    I could care less about the politics...

    i beleive the gov't did what comcast wanted in blowing up the merger. The costs were going to be too high with regards to vertical integration. Short term the merger was a big money maker, long term it could have stymied their takeover of the world..
    May 27, 2015. 06:38 PM | Likes Like |Link to Comment
  • Comcast Tries, Tries Again To Buy The Internet [View article]
    As well they should!!!

    I hope they continue to move towards content.

    I bet in a couple of years they will have an over the top streaming internet service of their own ala netflix except with a tie in to local tv, sports etc in their markets...potentially a jv with the now gigantic charter..... they will drive up content costs for streaming companies, they will create their own content and will call it by some fancy name will be just like netflix except with sports and local affiliates...i wonder what they could get for that bundle in 2017.

    2GB speed, tons of movies and shows, sports, local, access to comcast's own massive on demand library..

    heck it could even have netflix built in...if they can sell verizon wireless in a bundle they can sell netflix..

    no reason for them to sit back now...the TWC deal got smacked down, so they don't have to be good boys anymore..
    May 27, 2015. 04:22 PM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    thats an issue relating to the power of apartment building landlords, not the "internet system"

    they are the ones stopping you from getting dsl.
    May 20, 2015. 07:25 AM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    Comcast pays programmers
    The programmers jack their rates up on Comcast..

    Comcast passes on that rate hike.

    Comcast cable gross margins have been flat for 20 years...they are just passing through the salaries of sports players and the massive rate increases from fox news, disney and all the popular cable channels...

    They don't unbundle because the programmers will not let them..

    the programmers have a sweet deal...they hide their massive rate increases in the cable bill, and cable gets blamed...i like investing in disney too for this reason..
    May 12, 2015. 09:35 AM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    There is more power but only on paper..

    the votes are meaningless.
    May 11, 2015. 06:15 PM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    that's correct. Comcast has been family "controlled" since going public in the 70's

    They argue that it gives them the ability to strategically buy and sell assets and that's worked out pretty well for them.

    Brian L Roberts is the CEO and his dad was the founder.
    May 10, 2015. 10:03 AM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    It's a testament to Comcast's terrific deal making ability. They got a sweet deal with NBCUniversal. Their timing was incredible.
    May 9, 2015. 06:23 PM | Likes Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    You have it opposite.

    The tv business has much smaller margins. The ISP business is capital intensive but once its built there is no programming cost.

    Comcast pays ESPN/FOX/HBO/Disney etc etc...huge fees and marks them up ..their cable tv margins have been flat for over 10 years...our prices go up because of ESPN/FOX/HBO/Disney etc etc. not because comcast is making more..

    there are no programming costs in the dumb pipe business..and comcast is going to have the best dumb pipes around..
    May 9, 2015. 06:21 PM | 1 Like Like |Link to Comment
  • 3 Reasons To Be Particularly Bullish On Comcast [View article]
    Actually i'm even more bullish, the cable business for Comcast is actually not eroding much at all...they have had some quarters where they add growth..

    THeir free cash flow is growing...that means returns to shareholders will grow...its a virtuous circle..

    what comcast is doing now is pretty thrilling for investors and even customers are going to have to take notice... assuming mr market doesn't tank , the next two years will likely have investors enjoying the pent up appreciation from the last year of waiting for TWC.

    You can now watch anything on your dvr on any device anywhere, you can stream(just starting) video from your location to any comcast subscriber, there is xfinity wifi everywhere, their X1 platform is excellent and is getting an upgrade next year.
    The X1 product is one of the biggest positive surprises from them.

    Programmers will want their cake and eat it too...they will go "over the top" but they get much more money from Comcast that pays carriage fees...this model is not going anywhere..

    and if it does, Comcast will tick up broadband only fees relative to bundled fees...and broadband margin is much higher than tv margin.

    Add to this that by end of next year as you noted, the broadband product is going to be much improved with lots of tiers for comcast to gain margin..the Cable ISP's are all doing this...DOCSIS 3.1 comes out and it makes their product best in class even relative to Google test markets..

    Comcast has bad way around know what? they have 25 million monthly subs...they expect perfect service 24/7...i don't blame them...but reality is that this is a massive tech achievement, the reality is comcast customer service is much much better that people think...theres no way to convince the message board minions of this....last week they announced they were hiring 5500 new customer service reps...they got blasted for that too.... frankly as an investor i could care less.. their pr is so bad, there is only one direction, up.

    the downside for comcast is that they may aggressively pursue more programming or perhaps a wireless company, maybe a twitter... they are known for issuing stock aggressively, maximizing synergy and cash flow, then buying back the stock...they've been doing this since the 80's
    May 9, 2015. 10:02 AM | 1 Like Like |Link to Comment