Seeking Alpha

James Biringer » Comments » CMCSA

  • Telecom Meets Web 2.0 - Who Wins? [View article]
    Simply put, VOIP is only as good as the network it travels over. Seidenburg understands this, which would be why they're in the process of installing the best network this country has ever seen. Hardwired or otherwise. I'm talking, of course, about Fios, their FTTP network. Expensive? Yes. King of the hill in
    the long run? No doubt.

    Disclosure: author is long VZ via their 401k company match.

    James Biringer
    Verizon FTTP fiber splicer
    Jun 27 14:52 pm |Rating: 0 0 |Link to Comment
  • Memo To Cablecos: Fixed Line Is Dead [View article]
    It's all gonna come back to bandwidth. VZ will eventually be the clear winner
    with their FTTP infrastructure. The CATV pipes are packed as it is. Adding VOIP
    to the pipe is only gonna congest it even more.

    JMHO,
    James Biringer
    Nov 07 21:21 pm |Rating: 0 0 |Link to Comment
More on CMCSA by James Biringer
Comments by Ticker
James Biringer's
Comments Stats
18 comments
Rating: 0 (0 - 0 )